Associate, Investor Relations Diligence (Special Situations)

Bain Capital • Boston, MA

6d • Onsite

About The Position

Bain Capital is seeking a full-time Investor Relations Analyst/Associate based in its Boston headquarters to support senior Investor Relations professionals covering the firm’s Capital Markets businesses, including Special Situations. The role supports fundraising efforts and limited partners by providing timely and accurate marketing and diligence materials. It involves collaboration with senior professionals across the firm and with Investor Relations colleagues, as well as analysis, reporting, database maintenance, and coordination of marketing-material workflows.

Requirements

• Strong academic credentials, including a BS or BA from a highly regarded institution.
• 1–4 years of experience in investor relations, asset management, consulting, or financial services-related marketing.
• Exceptional interpersonal and communication skills, with the ability to interact with personnel at every level across the firm.
• Strong analytical skills and comfort organizing, interpreting, and manipulating large datasets using tools such as VLOOKUP and pivot tables.
• Advanced knowledge of PowerPoint, Excel, and Word.
• Experience developing marketing and reporting materials focused on financial or institutional asset management.
• Ability to manage competing priorities and deadlines.
• Ability to work as part of a team and willingness to take on any task.
• Detail-oriented, conscientious, energetic self-starter with strong project management skills and the ability to think creatively.

Responsibilities

• Complete RFPs and RFIs and update Due Diligence Questionnaires (DDQs).
• Collaborate with investment professionals and Investor Relations colleagues to create pitch books and sales presentations, revise slides, and identify and source data for the intended message and audience.
• Respond to investor information requests during fundraising and on an ongoing basis.
• Work with Investor Relations colleagues on market- and strategy-related marketing updates.
• Assist with implementation and product management of PowerBI and standard reporting materials.
• Perform fund-, investor-, and market-level analysis.
• Provide research and analytical support for Investor Relations special projects.
• Assist with recurring reporting preparation, updating marketing collateral, and writing investor letters.
• Maintain consultant and performance databases.
• Update standard reporting materials, including returns, portfolio characteristics, and employee information, on a monthly or quarterly cycle.
• Support operational aspects of marketing-material development, including version control, critical documentation, review, and distribution.

Benefits

• Competitive benefits package designed to support employees’ health, financial security, family needs, and overall well-being.
• May be eligible for a discretionary annual bonus based on factors including individual impact, team performance, and firm performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level