Audax Group · 1 month ago
Analyst, Equity Management
Boston, MA
Full-time
Onsite
Entry Level
$70K/yr - $90K/yr
1+ years expAudax Group is a leading alternative investment manager with a focus on middle market companies. The Analyst will support the Portfolio Valuation & Analytics team by maintaining capitalization table data, coordinating with external law firms, and assisting in capital table reporting and operational improvements.
FinanceFinancial ServicesImpact Investing
Responsibilities
Maintain portfolio company capitalization table data within the Diligent Equity system by reviewing equity agreements to ensure accuracy and consistency
Coordinate directly with external law firms to review and reconcile equity documentation to ensure complete and accurate cap table records
Partner with investment teams to ensure alignment on equity structures, and resolve discrepancies or open questions related to ownership, share classes, and shareholder details
Support recurring cap table reconciliations and internal audits by validating source documents, tracing historical changes, and ensuring the Diligent Equity and Snowflake/Excel records remain accurate and up to date
Serve as a central point of contact during equity-related workflows to ensure complete documentation, timely updates, and consistency across systems and reporting
Assist in building and maintaining waterfall models for quarterly valuation reporting and intra-quarter scenario analysis
Expand PowerBI dashboard development to provide portfolio company and fund-level ownership metrics
Support tracking of the portfolio company executives, ensuring records reflect which executives have served across multiple portfolio companies, their roles, tenure, and relevant historical equity participation
Prepare internal summary reports highlighting executive movement, repeat partnerships, and other patterns within the portfolio company executive ecosystem
Execute operational improvements. Coordinate with portfolio support team, finance, and IT to refine capitalization tables and business intelligence processes to improve quality and control of data for reporting and analysis
Document work streams and offer recommendations on efficiency
Qualification
Required
BS or BA with a high GPA in Compliance, Legal, Finance, Accounting, or a related major
1-3 years professional experience in an analytical role, including experience with financial models
Strong analytical and problem-solving skills
Familiarity with legal and compliance documents (i.e., subscription agreements, limited partnership agreements, equity ownership documents)
Strong attention to detail, ability to multitask and prioritize workload
Proven history of process engineering and efficiency improvements
Strong interpersonal and communication skills
The candidate should be advanced in Excel and PowerPoint, specifically in the following areas: Complex logic formulas (i.e., combining 'IF formulas' with other Excel functions), Advanced combinations of lookup functions (e.g., combinations of offset, index, match, sumproduct, indirect with other excel functions), Strong PowerPoint presentation skills, with attention to detail and ability to summarize complex ideas to various audiences
Preferred
Good understanding of finance, accounting and experience with alternative investments a plus
Familiarity with Chronograph, PowerBI, Diligent Equity, and/or investment analytics software a plus
Benefits
Health insurance
Life insurance
Disability insurance
Paid time off (including sick leave, parental leave, volunteer leave, and vacation)
Charitable donation match
Family support services (including Bright Horizons and Benefit Advocate Center)
401(k)
Company
Audax Group
Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco and London.
201-500 employees
H1B Sponsorship
Audax Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (4)
2023 (5)
2022 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Alexander Gardiner
Chief Financial Officer
John Haydon
Senior Vice President, Co-Invest & General Partnership
Recent News
PR Newswire
2026-01-16
2026-01-09
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