Analyst/Associate, Portfolio Support

POSITION SUMMARY: 

The Portfolio Support Group within Audax Private Equity works alongside the deal teams, portfolio company management teams, and third-party consultants to facilitate value creation, operational improvements, board and management effectiveness, and resource management. Given recent growth in the Portfolio Support team, the 
Associate will work closely with the Director, Portfolio Support to build out a process system in which the team can continue to scale. With time, this individual will partner with the Portfolio Support team, deal teams, and portfolio company management teams to develop analyses and drive value. The ideal candidate is a self-motivated team player with strong technical skills able to transform concepts into effective, concise, and timely analyses. 

The Analyst/Associate will collaborate across teams, identify and execute on opportunities for improvement and/or automation, oversee data integrity, aggregate portfolio company metrics, develop reports and integrated analyses, update Portfolio Support materials and presentations, assist deal teams with a variety of ad hoc requests, and represent the Audax brand in interactions with portfolio company executives and third parties.    

RESPONSIBILITIES: 

Cross-Portfolio 

1. Support Portfolio Support sub-teams (Generalists —broad-based operators who work across industries and

functions to accelerate impact— and functional Specialists within Responsible Investment, Human Capital,

Office of the CFO (OCFO), Office of the CIO (OCIO), Office of the CRO (OCRO), and Market Diligence) to drive

value creation, value enablement, and value protection at every stage of the deal lifecycle.

2. Assist / lead high-impact projects and perform analytics across the Portfolio Support team, investment

teams, industry groups, third-party consultants, and portfolio company executives

3. Prepare insight-rich, visually compelling presentations for various key meetings to portfolio company

executives, Audax management, and Audax investors (e.g., Annual General Meeting, executive summits, etc.)

4. Support and coordinate our “Communities of Practice” —function-based executive networks that foster

peer-to-peer collaboration, share best practices, and accelerate operational excellence— by working across

Portfolio Support and investment teams to shape impactful agendas and discussions

5. Develop and monitor key performance indicators to track portfolio company performance and provide

actionable insights; lead initiatives to improve reporting capabilities to support decision making for

portfolio company executives and Audax management team members

Internal

6. Assess and streamline process workflows to optimize efficiency and accuracy, implementing automation

where possible (through system functionality, GenAI, etc) and creating structure around weekly, monthly,

and quarterly updates

7. Maintain and continuously elevate the quality, accuracy, and integrity of data from portfolio companies,

external sources, and internal platforms for analytics and reporting to drive strategic decision-making

REQUIREMENTS/QUALIFICATIONS: 

• Bachelor’s Degree (BS or BA) with a high GPA preferred
• 2-5 years experience in a client-facing role with strong focus on analytics and presentation creation
• Proven ability to lead cross-functional initiatives, manage multiple priorities under tight deadlines, and
• deliver results with exceptional attention to detail
• Self-starter with strong intellectual curiosity and the drive to take ownership, learn quickly, and adapt in a fast-paced environment
• Proven history of efficiency improvements; Ability to translate complex data into actionable insights and strategic recommendations
• Strong interpersonal and communication skills, able to influence and collaborate effectively across portfolio companies, investment teams, and advisors
• Experience in strategy consulting or advisory roles for private equity is preferred
• Experience in one or more functional areas —such as the Office of the CFO (finance, accounting, and working capital optimization), Office of the CIO (technology, systems, and data strategy), Office of the CRO  (commercial strategy, pricing, and go-to-market), or Responsible Investment (ESG, sustainability, and key  frameworks such as SASB, TCFD, GRI, SFDR)— is preferred
• Proficiency with data tools and analytics platforms (e.g., Power BI, GenAI, custom GPTs) is preferred

  ADDITIONAL COMPETENCIES:   

• Advanced skills in Excel (complex formulas, macros, etc.) and strong PowerPoint presentation skills, with attention to detail and ability to summarize complex ideas to various audiences
• Excellent verbal and written communication skills and a professional, proactive attitude
• Ability to handle confidential and sensitive information with appropriate discretion

LOCATION: Boston, MA. 4 days/week in office. These in-office requirements may change based on business needs.

OTHER DUTIES:    

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or 
responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones  may be assigned at any time with or without notice. 

For Massachusetts: The base salary range for this position is $76,500- $135,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance. 

Audax offers a wide range of employee benefits, including 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), and a 401(k) in addition to other benefits.