Associate, Investor Relations Operations

Bain Capital•Boston, MA

About The Position

With approximately $225 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents. We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights. Our people are the heart of our advantage. Colleagues at all levels have a seat at the table as they tackle business challenges with a principal investor mindset. By asking incisive questions, respectfully challenging one another, and remaining intellectually agile, we work together to achieve exceptional outcomes.

Requirements

2-3 years of experience in financial services industry
Detail-oriented, prior experience following procedural controls and processes
Strong customer service orientation
Excellent written and verbal communication skills
Strong analytical and problem-solving skills
Strong interpersonal skills and ability to interact with investors as well as personnel across the firm
Self-starter with strong project management and follow through skills
Ability to multitask and shift priorities with changing demands or deadlines
Capacity to discretely handle highly confidential and sensitive information
Knowledge of MS Office, particularly Excel, Word, and experience with Salesforce preferred
Team player with a “Can do” attitude; willingness to take on any task, no matter how large or small

Responsibilities

Liaise with clients and internal/external stakeholders (IR Business Development/Coverage Officers, Compliance, Legal, Tax, Finance, Operations and external Administrators) to ensure seamless onboarding experience and excellent ongoing servicing of Bain Capital clients and their accounts
Monitor and handle high volume email mailboxes, ensuring clients receive the highest level of service in response to any query or interaction
Assist with fund closings, including subscription document review, investor follow-up and working document issues through to resolution within tight timelines
Lead and facilitate the capital call and distribution processes for internal stakeholders
Enter, validate and maintain client information in the CRM database (Salesforce), including subscription and commitment information, contact details and account data
Effectively track and deliver client reporting with tight deadlines
Grant user permissions and maintain investor account information on the Bain Capital investor and diligence portals
Maintain and update procedure documentation for processing