Associate Director Drug Product Technical Operations

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.  For more information, visit the Audax Group website www.audaxgroup.com. [https://www.audaxgroup.com] or follow us on LinkedIn [https://www.linkedin.com/company/audaxgroup/posts/?feedView=all]. POSITION SUMMARY: 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. The Associate will play a key role in the Portfolio Valuation & Analytics team, which focuses on portfolio company valuations, portfolio company / fund level analytics, and investment benchmarking and reporting for the Private Equity business unit.  This individual will play a key role in the updating, reviewing, and maintaining of Private Equity investment valuations across multiple funds and strategies.   Additionally, the individual will work with other Portfolio Valuation & 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.  The ideal candidate is a self-motivated team player with strong technical skills and has experience with private company valuations and preferably Chronograph. RESPONSIBILITIES:  Quarterly Valuation & Portfolio Review * Prepare valuation models for quarterly update process and co-ordinate with investment team members to ensure deadlines are achieved and models function as intended. * Ensure all completed valuation models adhere to relevant accounting standards as well as internal policies and procedures.  * Assist in creation and updating of quarterly Valuation Committee presentation materials including details on portfolio company metrics, fund performance analyses and benchmarking analyses. * Update and maintain quarterly valuation summaries as required by co-investors.  * Work in conjunction with the portfolio support team to update presentation materials for internal portfolio reviews, including industry specific analyses. * Stay up-to-date with industry best practices, market trends and regulatory changes affecting investments. Maintenance of private equity portfolio company databases * Maintain and ensure integrity of all portfolio company and fund level metrics stored within Chronograph, Audax’s portfolio monitoring platform.   * Understand functionality of Chronograph and provide support to other users within the firm. * Work directly with portfolio company management teams as well as investment team members to collect relevant company metrics and materials and review for correctness.  * Co-ordinate with Business Development and Analytics team members to confirm consistency of data across different internal platforms and databases. Process re-engineering and automation to promote efficiency and accuracy  * Execute operational improvements. Coordinate with portfolio support team, finance, and IT to refine centralized databases and business intelligence processes to improve quality and control of data for reporting and analysis. * Document work streams and offer recommendations on efficiency.  REQUIREMENTS/QUALIFICATIONS: * BS or BA with a high GPA in Finance, Accounting, Economics or a related major * 3-5 years' experience in an analytical role including work with integrated financial statement models, valuation experience preferred   * Understanding of investments, LBO / M&A transactions and private company valuations * Strong organizational skills with the ability to multitask * Strong interpersonal and communication skills * Experience with Chronograph, iLevel, Dynamo, PowerBI, Capital IQ and / or investment analytics software a plus The candidate should be advanced in Excel and PowerPoint, specifically in the following areas: * Complex logic formulas and advanced combinations of lookup functions * Financial and performance functions (e.g. xirr) * Macros, filters, data tables and pivot tables * Strong PowerPoint presentation skills with attention to detail and ability to summarize complex ideas to various audiences  LOCATION: Boston, MA. 3 days/week in office. These in office requirements may change based on the needs of the business. OTHER DUTIES:   For Massachusetts: The base salary range for this position is $80,000 - $115,000. 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.     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.  Audax Management Co. is an equal opportunity employer. Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.   In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.    We are looking to add an experienced Client Service Associate to the team in our Boston, MA office. The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client experience. A successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness, and the ability to anticipate needs are necessary in all tasks and responsibilities.    Responsibilities:  * Serves as a primary point of contact for clients and assists Wealth Advisors in developing and maintaining client relationships.   * Provides all client service support including account applications, custodial paperwork, investment advisory agreements and money movements.   * Responds to all internal and external client requests in a timely manner.   * Processes all documents from clients including advisory agreements, account applications or other custodial paperwork.   * Assists in all meeting preparation including binding and preparing presentation materials.   * Coordinates with Private Fund team on any alternative investment subscriptions and redemptions.  * Works directly with a variety of financial custodians (Schwab and Fidelity) to establish, maintain and update all new and existing client accounts.    * Tracks and updates client-related information in SharePoint and Salesforce including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.   * Tracks information sent to financial custodians for verification of receipt and completed work.   * Assists with tracking client money movement requests and communicating that information to Advisors.  * Notifies Wealth Advisors if trades are needed related to client money movement requests.   * Processes Required Minimum Distributions (RMD’s) for clients on an annual basis.   * Follows Waverly compliance policies and procedures related to client requests and other matters.  * Administrative duties as needed.    Qualifications and Experience:  * Bachelor’s degree in Finance, Business, or a related field, or, in lieu of a college degree, 5 years of experience in financial services.   * Experience with Schwab, Fidelity, and Pershing preferred.  * Familiarity with portfolio accounting systems and client relationship management software is preferred.   * Proficiency in Microsoft Office.     Competencies and Skills:   * Proactive, team player who values building positive relationships with clients and colleagues.  * Detail-oriented self-starter.  * Highly organized.   * Strong verbal and written communication skills.  * Can-do attitude where no task is too big or small.  * Ability to juggle demands of multiple people and deadlines.  * Positive attitude with a willingness to learn.    Travel:   * Minimal travel is required.      Physical Requirements:   * Prolonged periods of sitting at a desk and working on a computer.   * Must be able to lift 15 pounds at times.   * Must be able to access and navigate each department at the organization’s facilities.     Benefits:    * Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.   * 401(k) retirement plan with match and profit sharing to help you invest in your future.   * Twelve paid holidays each year.   * An extra vacation day during your birthday week—so you can celebrate you!   * Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.     * Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.    * Compensation commensurate with experience.     Legal:    Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.