Senior Finance Associate - Partner Investments
About The Position
The Bain Capital Partner Services Group provides Partners with confidential, professional services including: consolidating financial information; identifying personal investment opportunities; investment diligence; performance reporting of personal investments; loan program management; philanthropic services and managing various other personal services. The Partner Services Group is also the main point of contact for third party family office service providers and vendors. Members of the team regularly collaborate with members of nearly every internal department in the firm, including investment professionals, other internal finance departments, tax, legal, HR, compliance and IT. The Senior Associate will be involved in all finance and operational aspects of those functions with a focus on treasury operations, monthly/quarterly reporting, financial reporting and the yearly tax process.
Requirements
- 2+ years accounting or finance experience in the financial service industry with a solid understanding of investments preferable
- Proficiency with AI tools and Microsoft Office (particularly Excel)
- Excellent project management and organizational skills; ability to effectively prioritize multiple projects with high attention to detail
- Creative problem-solving skills and sound judgment, with the ability to work independently, navigate ambiguity, and take ownership of decisions.
- Strong interpersonal skills with capacity to interact with all levels and other finance groups
- Capability to handle highly confidential and sensitive information
Responsibilities
- Preparation of and review of financial statements (U.S. GAAP), capital statements, and all related supporting schedules of accounts including all investment types and complex structures.
- Assist with external auditors annual financial statement audits.
- Management of the treasury function, including daily cash.
- Assist with preparation and review of tax workpapers for use by external tax preparers.
- Preparation and oversight of all general and personalized reporting summaries including liquidity term reporting, investor statements and other ad hoc reporting.
- Ability to evaluate processes end to end and leverage technology to enhance efficiency, accuracy, and reporting.
- Manage and supervise staff effectively and efficiently.
- Collaboration with team members on new initiatives and services.
Benefits
- competitive benefits package designed to support employees’ health, financial security, family needs, and overall well-being
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
