NEW YORK, NYPosted 19 days ago

Job summary

• Job post source

  This job is directly from Audax Group

• Job overview

  The Analyst/Associate, Portfolio Analytics role at Audax Group focuses on developing and managing private debt investment portfolio performance and risk analysis dashboards to support investment decisions.

• Responsibilities and impact

  The role involves data collection, aggregation, portfolio reporting, risk analytics, project management of portfolio analytics projects, and development of Power BI dashboards and data frameworks to enhance portfolio risk and performance analysis.

• Compensation and benefits

  The position offers a base salary range of $115,000 to $140,000 for New York City, with potential annual discretionary incentives, health insurance, life and disability insurance, paid time off, charitable donation match, family support services, and a 401(k) plan.

• Experience and skills

  Candidates should have a bachelor's degree in a related field and 3-6 years of financial services experience with knowledge of investment banking, direct lending, credit risk, portfolio analytics, and proficiency in SQL, Power BI, Alteryx, and Python.

• Work environment and culture

  Audax Group emphasizes equal opportunity employment and a supportive work environment with comprehensive employee benefits and family support services.

• 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 people including 180 investment professionals.

• Job location and travel

  The position is based in New York City.

• Application process

  Applicants should note that Audax Group does not accept unsolicited resumes from third-party recruiters without a signed agreement; resumes sent without such agreements will be considered property of Audax Group.

• Unique job features

  The role uniquely integrates advanced data analytics tools like Power BI, Alteryx, SQL, and Python to develop predictive and prescriptive risk models for private debt portfolios.

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 your experience with Power BI, Alteryx, SQL, and Python, focusing on your ability to design and develop investment portfolio performance and risk analysis dashboards and models.

• Emphasize your knowledge of credit risk, secured lending, and investment portfolio dynamics, along with your skills in data aggregation, cleanup, and automation of portfolio analytics projects across cross-functional teams.

• Apply through multiple channels including Audax Group's official corporate website and LinkedIn to maximize your chances of being noticed for the New York-based Senior Debt Portfolio Analytics Associate role.

• Connect with professionals in the Portfolio Analytics or Senior Debt division at Audax Group on LinkedIn; use ice breakers such as commenting on recent portfolio analytics innovations at Audax or asking about their experience with data integration tools like Alteryx and Power BI.

• Optimize your resume for ATS by incorporating keywords from the job description such as 'portfolio analytics,' 'risk management,' 'Power BI,' 'SQL,' 'Python,' 'credit risk,' and 'investment portfolio modeling' to ensure it passes initial screenings.

• Use Jennie Johnson's Power Apply feature to automate the application process, tailor your resume for ATS, find multiple application channels, and identify relevant LinkedIn connections, allowing you to focus your energy on interview preparation and networking.