Associate, IR Marketing

Bain Capital • Boston, MA

7h • Onsite

About The Position

The IR Marketing Associate will be based at Bain Capital’s Boston headquarters and support the Investor Relations team with communications, marketing, and events. The associate will serve as the team’s expert on Salesforce and Swoogo as they relate to events and fund launches. The role involves coordinating investor communications and event logistics, maintaining CRM data and procedures, and supporting fundraising and investor-relations operations, including work with international teams across time zones.

Requirements

• Bachelor’s degree.
• Project management experience.
• 1–2 years of experience in an administrative or department coordinator role, preferably within a financial services firm.
• Excellent interpersonal, verbal, and written communication skills.
• Strong working knowledge of Microsoft Excel, including pivot tables, and ability to work with large amounts of data.
• Proven ability to manage competing priorities and deadlines.
• Detail-oriented, highly organized, self-starter with a team-oriented mindset.
• Ability to work independently on long-term projects.
• Ability to identify areas for improvement in internal and external processes and implement updated procedures to streamline workflows and the investor experience.

Nice To Haves

• Experience with Salesforce and Swoogo.

Responsibilities

• Monitor the Investor Relations inbox and respond to emails as required.
• Generate mailing lists and coordinate distribution of fund launch and fund update letters and topical research.
• Work with Coverage Officers and Sales Associates to generate fund launch lists and save-the-date and event invitation lists.
• Use Swoogo to create event websites, send invitations, and distribute fund launch letters and periodic updates.
• Coordinate fund webinars, including scheduling, monitoring RSVPs, setup, and releasing recordings to LPs.
• Assist with planning Annual Investor Meetings, including invitations, internal and LP RSVPs, name badges, hotel reservation queries, and event app implementation.
• Coordinate Diligence Days and provide onsite event management assistance.
• Assist with materials preparation, including custom investor agendas.
• Coordinate logistics for Limited Partner Advisory Board meetings and special events, and track LP Advisory Board votes.
• Maintain Advisory Board member listings and contacts.
• Monitor and grant access to fundraising diligence sites.
• Update contact information in Salesforce.
• Maintain and reconcile the CRM system.
• Perform ad hoc operations work.
• Support international teams across different time zones.
• Maintain current documentation and procedures.
• Assist with facilitating Deal Announcements.

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 and team and firm performance.

What This Job Offers

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