Investor Operations Co-Op

Overview Audax Group is seeking an Investor Operations Co-op Coordinator based in New York to contribute to a high-performing team. The Investor Operations function has visibility externally with limited partners and internally with senior management. The Coordinator will handle outbound investor communications and various inbound inquiries related to Audax Private Debt. The role requires the ability to prioritize multiple tasks in a deadline-oriented environment. Successful candidates are creative problem-solvers, self-starters, detail-oriented, with strong interpersonal, quantitative and qualitative reasoning, and a rigorous work ethic. Responsibilities Maintain CRM data quality through routine review of investor data and assist with data backfills as needed. Support downstream internal and external custodian investor reporting by coordinating inputs, performing quality checks, and ensuring timely, accurate delivery. Assist with ad hoc anti-money laundering screening, escalating as needed, and document outcomes per internal procedures. Maintain the DDQ/RFP library by updating/organizing categorization to standard responses, ensuring version control and content consistency. Monitor vendor and platform invoicing to payment completion and establish a calendar of deliverables. Assist with new product onboarding by tracking required steps, coordinating stakeholder reviews, and maintaining documentation. Monitor news and research licenses by tracking renewals and entitlement to keep access current. Support fundraising industry news deliverables by gathering articles and compiling materials for data input. Cross-training to provide overflow support for investor onboarding, correspondence merging, monthly/quarterly reporting, and ad hoc requests. Complete special projects as assigned. Requirements / Qualifications Currently enrolled in a BS/BA program 0-2 years of previous administrative experience Previous finance industry or operations experience preferred Strong organizational skills and extreme attention to detail Self-starter with willingness to learn Ability to multitask and prioritize workload in a deadline-driven environment Team-oriented with ability to operate autonomously and collaboratively Excellent verbal and written communication skills and a professional, proactive attitude Ability to handle confidential and sensitive information with discretion Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) Knowledge of private debt or private equity industries, CRM databases (Dynamo, Salesforce) or alternative investment databases (Preqin, eVestment) is a plus Location & Schedule Location: New York, NY Work hybrid: 4 days/week in the office Date: July 2026 – December 2026 Compensation & Benefits For New York City, the hourly range is $23 - $28 per hour. Compensation may vary based on skills, qualifications, and experience, and Audax reserves the right to modify this pay range. Eligible employees may receive an annual discretionary incentive based on performance. Benefits include health, life, and disability insurance; paid time off (including sick, parental, volunteer, and vacation); charitable donation match; family support services; and a 401(k) plan, among other benefits. Equal Opportunity Audax Management Co. is an equal opportunity employer. This description is not intended to be a complete listing of duties or responsibilities. Duties may change or be added at any time. #J-18808-Ljbffr Audax Group