Investor Relations Marketing Associate
Bain Capital•Boston, MA
•$70,000 - $80,000•Onsite
About The Position
The IR Marketing Associate will be based in Bain Capital’s Boston Headquarters. This individual’s primary responsibilities will be to support the Investor Relations team and assist with communications, marketing, and events. He/she will serve as the expert on Salesforce and Swoogo for the IR team as it relates to events and fund launches.
Requirements
- Bachelor’s degree and project management experience required
- 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 (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 team-oriented mindset
- Ability to work independently on long term projects
- Ability to identify key areas of improvement in internal and external processes and implement updated procedures to streamline workflows and investor experience
Nice To Haves
- Experience in Salesforce and Swoogo preferred
Responsibilities
- Monitor IR inbox and provide responses to emails as required
- Generate mailing lists and coordinate sending launch and fund update letters and topical research
- Work with Coverage Officers and Sales Associates to generate fund launch lists and save the date/event invitation lists
- Use Swoogo to create event websites, send invitations, and send fund launch letters and periodic updates
- Lead coordination of Fund webinars including scheduling, RSVP monitoring, set up and release of recordings to LPs
- Help plan Annual Investor Meetings by assisting with meeting invitations, managing internal and LP RSVPs, name badges, queries on hotel reservations, 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, along with tracking of LP Advisory Board votes
- Maintenance of Advisory Board member listings, and contacts
- Monitor and grant access to fundraising diligence sites
- Update contact information in Salesforce
- Maintenance and reconciliation of CRM system
- Ad Hoc operations work
- Ability to support international teams at different time zones
- Maintaining documentation / procedures to ensure they remain current
- Assist with facilitation of Deal Announcements
Benefits
- Competitive benefits package designed to support employees’ health, financial security, family needs, and overall well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
