Associate, Senior Debt Leverage & Portfolio Strategy  jobs in United States
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Audax Group · 1 day ago

Associate, Senior Debt Leverage & Portfolio Strategy 

Audax Group is a leading alternative investment manager with a focus on middle market companies. The role involves managing leverage facilities and optimizing portfolio returns for various investment vehicles, working within a cohesive and experienced team.

FinanceFinancial ServicesImpact Investing
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Negotiate terms on new and existing leverage facilities
Help maintain and build relationships with new and existing lending institutions
Model portfolio and return impact from changes in leverage facility terms
Construct portfolios of loans for new CLOs that meet certain investment criteria
Analyze the existing portfolios of senior loans to identify secondary market opportunities
Assist in the monitoring of compliance tests within all leverage facilities

Qualification

Structured credit experiencePortfolio managementFinancial modelingBalance sheet lendingFund financeReport generation

Required

Bachelor's degree
2-4 years structured credit, balance sheet lending, fund finance, or similar experience
Experience in managing a portfolio of leverage facilities
Ability to manage and generate detailed reports and track the activity of a sizeable private debt portfolio
Ability to develop and utilize complex financial models

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

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Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco and London.

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 Stage

Leadership Team

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Alexander Gardiner
Chief Financial Officer
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John Haydon
Senior Vice President, Co-Invest & General Partnership
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Company data provided by crunchbase