Investor Relations Sales Support Analyst, Credit

Bain Capital Credit • Boston, MA

280d

About The Position

Bain Capital, LP is one of the world's leading private multi-asset alternative investment firms with approximately $185 billion of assets under management that creates lasting impact for our investors, teams, businesses, and the communities in which we live. Since our founding in 1984, we've applied our insight and experience to organically expand into several asset classes including private equity, credit, public equity, venture capital and real estate. We leverage our shared platform to capture cross-asset class opportunities in strategic areas of focus. With offices on four continents, our global team aligns our interests with those of our investors for lasting impact.

Requirements

• Strong academic credentials (BS/BA from highly-regarded institution).
• 0-1 years of experience in asset management, consulting or financial services' related marketing.
• Excellent interpersonal skills and ability to interact with senior personnel across the firm.
• Strong analytical skills; comfort organizing and interpreting large amounts of data.
• Proven ability to manage competing priorities and deadlines.
• Demonstrated ability to work as part of a team.
• Outstanding Excel and PowerPoint skills.
• Experience manipulating large data sets with VLOOKUP, pivot tables, etc.
• Detail-oriented, conscientious, and energetic self-starter with ability to think creatively.
• Prior experience with Salesforce or other CRM is a plus.
• Series 7 and 63; if not currently licensed, successful hire must complete tests in the first 90 days of employment.

Responsibilities

• Ensuring our existing clients are well serviced, responding to client requests in a timely manner, and coordinating regular review meetings with the Portfolio Management teams.
• Sourcing new Limited Partners (LPs), business development initiatives, and other partnership opportunities for our credit strategies.
• Collaborating with firm leadership and broader Bain Capital IR teams to improve standard processes (reporting, campaign tracking, road shows, etc.).
• Coordinating schedules for road shows, organizing trackers for various IR meetings, maintaining investor lists.
• Handling entry of prospect and client data into Bain Capital's Customer Relationship Management (CRM) software (Salesforce.com).
• Assisting in the creation of materials for prospect and client meetings (both in-person and virtual).
• Coordinating and tracking travel/road show availability of senior firm leaders and IR team members.
• Handling various scheduling and booking tasks for conferences and Bain Capital sponsored fundraising events.
• Preparing materials for investor meetings including briefing memos, prep notes, and investor agendas.
• Building and maintaining investor contact lists for fund launches, webinar and annual meeting invitations, strategy campaigns, and road shows.
• Overseeing broad data management and input tasks in Salesforce.com to support business development and investor related activities on behalf of the Credit IR team.
• Assisting IR team members with ad hoc reporting utilizing Salesforce.com client data.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree