Audax Group ยท 4 days ago
Portfolio Valuation & Analytics Co-Op - Generalist
Boston, MA
Full-time
Onsite
New Grad
$24/hr - $28/hrAudax Group is a leading alternative investment manager with a focus on private equity. The Portfolio Valuation & Analytics Co-Op will support the team in portfolio company valuations, analytics, and reporting, while also engaging in fundraising initiatives and maintaining data integrity within the firm's systems.
FinanceFinancial ServicesImpact Investing
Responsibilities
Update private equity marketing materials/presentations across various platform strategies 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 across various platform strategies 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 investment updates and portfolio company write-ups to help our investors better understand their investments
Prepare valuation models for quarterly update process and co-ordinate with investment team members to ensure deadlines are achieved and models function as intended
Ensure all completed valuation models adhere to relevant accounting standards as well as internal policies and procedures
Assist in creation and updating of quarterly Valuation Committee presentation materials including details on portfolio company metrics, fund performance analyses and benchmarking analyses
Update and maintain quarterly valuation summaries as required by co-investors
Work in conjunction with the portfolio support team to update presentation materials for internal portfolio reviews, including industry specific analyses
Stay up-to-date with industry best practices, market trends and regulatory changes affecting investments
Maintain and ensure integrity of all portfolio company and fund level metrics stored within iLevel portfolio monitoring platform
Understand functionality of iLevel and provide support to other users within the firm
Work with investment team members to collect relevant company transaction metrics and materials and review for correctness
Co-ordinate with Business Development and Analytics team members to confirm consistency of data across different internal platforms and databases
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
Currently pursuing a Bachelor's degree in Finance, Accounting, or a related major
Previous internship or co-op experience in an Private Equity or analytic role
Strong analytical and problem-solving skills
Good understanding of finance, accounting and experience with alternative investments a plus
Strong organizational skills with the ability to multitask and prioritize workload
Proven history of process engineering and efficiency improvements
Strong interpersonal and communication skills
Familiarity with iLevel, PowerBI, Diligent Equity, PitchBook, DealEdge and/or investment analytics software a plus
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
Company
Audax Group
Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco and London.
Founded in 1999
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