Associate Portfolio Valuation & Analytics
Audax Group
<div class="content-intro"><p><span class="fontSizeMedium" style="font-family: arial, helvetica, sans-serif;">Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.&nbsp;</span></p> <p><span class="fontSizeMedium" style="font-family: arial, helvetica, sans-serif;">For more information, visit the Audax Group website <a href="https://www.audaxgroup.com">www.audaxgroup.com.</a> or follow us on <a href="https://www.linkedin.com/company/audaxgroup/posts/?feedView=all">LinkedIn</a>.</span></p> <p><span style="font-family: arial, helvetica, sans-serif;"><br></span></p></div><p>POSITION SUMMARY:</p> <p>Audax Private Equity deal team members are supported by professionals in several key functional areas including legal, capital markets, finance/accounting, sourcing, portfolio support, IT, and business development. Our model allows deal teams to focus their energy and resources on what matters most – building companies and building equity value for our investors.</p> <p>The<strong> Associate</strong> will play a key role in the <strong>Portfolio Valuation &amp; Analytics </strong>team, which focuses on portfolio company valuations, portfolio company / fund level analytics, and investment benchmarking and reporting for the Private Equity business unit. &nbsp;This individual will play a key role in the updating, reviewing, and maintaining of Private Equity investment valuations across multiple funds and strategies. &nbsp;</p> <p>Additionally, the individual will work with other Portfolio Valuation &amp; Analytics team members to maintain the integrity of Audax Private Equity portfolio company data within our portfolio monitoring system, Chronograph. Lastly, the role involves working collaboratively with internal Finance teams and developing reports and analyses to support decision making across the Firm. &nbsp;The ideal candidate is a self-motivated team player with strong technical skills and has experience with private company&nbsp;valuations and preferably Chronograph.</p> <p>RESPONSIBILITIES:&nbsp;</p> <p><strong>Quarterly Valuation &amp; Portfolio Review </strong></p> <ul> <li>Prepare valuation models for quarterly update process and co-ordinate with investment team members to ensure deadlines are achieved and models function as intended.</li> <li>Ensure all completed valuation models adhere to relevant accounting standards as well as internal policies and procedures.&nbsp;</li> <li>Assist in creation and updating of quarterly Valuation Committee presentation materials including details on portfolio company metrics, fund performance analyses and benchmarking analyses.</li> <li>Update and maintain quarterly valuation summaries as required by co-investors.&nbsp;</li> <li>Work in conjunction with the portfolio support team to update presentation materials for internal portfolio reviews, including industry specific analyses.</li> <li>Stay up-to-date with industry best practices, market trends and regulatory changes affecting investments.</li> </ul> <p><strong>Maintenance of private equity portfolio company databases</strong></p> <ul> <li>Maintain and ensure integrity of all portfolio company and fund level metrics stored within Chronogr