Job summary
Job post source
This job is directly from Audax Group
Job overview
The CLO Reporting & Analytics Manager at Audax Group oversees reporting and analytics for the Senior Debt CLO business, ensuring accurate financial reporting and compliance.
Responsibilities and impact
The role involves managing CLO compliance modules, maintaining mock CLO portfolios, reconciling trustee reports, forecasting distribution waterfalls, reviewing valuations, coordinating with trustees and auditors, supporting investor relations, and ensuring timely CLO deliverables.
Experience and skills
Requires a BS in Finance, Accounting, Economics, or related field, with 6-10 years of relevant experience; CFA or MBA is a plus; strong Excel skills, attention to detail, organizational and communication skills are essential.
Work environment and culture
Audax Group values accuracy, motivation, and strong communication within a collaborative finance and operations environment.
Company information
Audax Group is a leading alternative investment manager founded in 1999, managing over $40 billion in capital with offices in Boston, New York, San Francisco, and London, employing over 400 staff including 180 investment professionals.
Job location and travel
The company has offices in Boston, New York, San Francisco, and London; specific job location not stated; no travel required.
Application process
Applicants should note that Audax Group does not accept unsolicited resumes from third-party recruiters without a signed agreement; resumes sent without agreement become company property.
Unique job features
The role is distinguished by its focus on CLO compliance and reporting within a major alternative investment firm, involving collaboration with trustees and auditors to ensure financial accuracy.
Company overview
Audax Group is a private equity firm that specializes in investing in middle-market companies, primarily in North America. They make money by acquiring companies, enhancing their value through strategic initiatives, and eventually selling them for a profit. Founded in 1999, the firm has a significant history of successful investments and has developed a reputation for its operational expertise and focus on growth. Audax Group operates through two main platforms: Audax Private Equity and Audax Private Debt, providing a comprehensive approach to investment and financing solutions.
How to land this job
Position your resume to highlight expertise in CLO reporting and analytics, emphasizing experience with trustee reporting, waterfall payment calculations, and income accruals specific to Senior Debt CLOs.
Focus on showcasing skills in compliance module implementation, portfolio modeling, and detailed reconciliation processes, aligning with the responsibilities outlined by Audax Group.
Apply through multiple platforms including the Audax Group corporate website, LinkedIn, and reputable finance job boards to maximize your application’s visibility.
Connect with professionals working within Audax Group’s Senior Debt or CLO divisions on LinkedIn; use ice breakers like referencing recent CLO market trends, asking about their experience with trustee coordination, or expressing enthusiasm for Audax’s alternative investment approach.
Optimize your resume for ATS by incorporating keywords such as 'CLO compliance,' 'trustee reporting,' 'waterfall payments,' 'income accruals,' 'portfolio modeling,' and 'alternative investments' to ensure it passes initial automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored resume customization, identify multiple application channels, and facilitate networking by finding relevant contacts, freeing you to focus on interview preparation and strategy.
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