Audax Group

Analyst, Portfolio Valuation & Analytics

Audax Group(1 month ago)

Boston, MAOnsiteFull TimeJunior$70,000 - $90,000Private Equity
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About this role

The Analyst will support Audax Private Equity’s Portfolio Valuation & Analytics team, contributing to portfolio company valuations, fund-level analytics, and limited partner reporting. The role includes ownership of capitalization table aggregation and maintenance, supporting valuation waterfall models and dashboarding, and partnering with deal teams and external counsel to ensure accurate equity records. The position helps drive process improvements and automation across portfolio reporting workflows.

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Required Skills

  • Cap Table
  • Waterfall Modeling
  • PowerBI
  • Excel
  • PowerPoint
  • Financial Modeling
  • Legal Review
  • Process Improvement
  • Data Reconciliation
  • Snowflake

+5 more

Qualifications

  • BS or BA in Finance, Accounting, Compliance, or Legal
Audax Group

About Audax Group

audaxgroup.com

Audax Group is a private investment firm that partners with middle‑market companies, providing capital and hands‑on strategic and operational support to drive growth and long‑term value. The firm focuses on buyouts and platform building—often pursuing add‑on acquisitions—to scale businesses and improve performance. Audax positions itself as a results‑oriented business and financial partner that collaborates closely with management teams. Its offerings emphasize disciplined investing and active value creation across industries.

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