Audax Group ยท 2 weeks ago
Analyst, Portfolio Valuation & Analytics
Boston, MA
Full-time
Onsite
Entry, Mid Level
$70K/yr - $90K/yr
2+ years expAudax Group is a leading alternative investment manager with a focus on middle market companies. The Analyst will play a key role in the Portfolio Valuation & Analytics team, focusing on quarterly valuations, fundraising initiatives, and developing reports and integrated analyses.
FinanceFinancial ServicesImpact Investing
Responsibilities
Assist in creating and updating quarterly Valuation Committee presentation materials including details on portfolio company metrics, fund performance analyses and benchmarking analyses
Prepare valuation models for quarterly update process across multiple strategies including Audax Strategic Capital and Junior Capital Funds
Update presentation materials for internal portfolio review meetings, including industry specific analyses
Update private equity marketing materials/presentations and assist in coordination of annual limited partner meetings/semi-annual advisory board sessions, including updating presentation materials, investment summaries, and compiling executive-level summary materials
Assist in creation and update process of fundraising materials including quarterly track records and company metrics files, fund performance analyses, ad-hoc limited partner requests, and benchmarking reports for use in outward-facing investor updates
Analyze investment performance and communicate results to investor relations for use with prospective and existing limited partners; draft semi-annual/annual and ad-hoc investment updates and portfolio company write-ups to help our investors better understand their investments
Maintain and improve the integrity of all portfolio and individual company metrics, driving reporting and all related analyses
Own additional workstreams such as quarterly fee collection, transaction expense tracking, HSR filings
Track monthly and quarterly portfolio company performance. Work in conjunction with the investment team and Portfolio Valuation & Analytics team members to gain insight into company valuations and valuation decisions. Trace impact of company level performance, cash flows, and balance sheet items to portfolio company valuations
Analyze trends across the portfolio to provide analytical and qualitative support for portfolio company metrics, performance/benchmarks, valuations, and fund/aggregate analyses
Coordinate development and build-out of portfolio operating performance and company KPI dashboards to understand actual performance and assess the value creation drivers over the holding period of each investment (e.g., iLevel and Chronograph dashboards, portfolio company financial system analyses)
Assist with the implementation of Chronograph
Qualification
Required
BS or BA with a high GPA in Finance, Accounting, or a related major
2-3 years professional experience in an analytical role, including experience with financial models and presentation creation
Good understanding of finance and accounting
Solid grasp of investments, LBO/M&A transactions, and private company valuations
Strong organizational skills with the ability to multitask and manage rapidly changing assignments in a team environment
Proven history of process engineering and problem-solving skills
Strong interpersonal and communication skills
Advanced in Excel and PowerPoint, specifically in complex logic formulas, advanced combinations of lookup functions, financial and performance functions, macros, filters, array formulas, data tables, and pivot tables
Strong PowerPoint presentation skills, with attention to detail and ability to summarize complex ideas to various audiences
Preferred
Experience with alternative investments a plus
Experience working with multi-variable integrated financial statement models a plus
Experience with iLevel, Chronograph, Mekko Graphics, Cambridge Benchmarking, Burgiss, PowerBI, 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
Company data provided by crunchbase