Sourcing Operations Analyst/Associate

Bain Capital • Boston, MA

11d • Onsite

About The Position

This individual will be responsible for the following areas for the Business Services and Consumer, Technology, or Industrials vertical(s):
Technology and Data: Evaluate new AI tools and data to improve workflows (first looks, research, screening), help to implement new tools and act as an intermediary between IT, Data Science and the PE team members, and identify internal use cases for AI across sourcing, diligence and portfolio support.
Deal Team Support: Assist with early screenings of investment themes and investment opportunities, develop systems and screening tools to monitor targets and subsectors, and support inbound opportunity evaluation and prioritization.
Research: Complete deep dive analysis on industry sectors and market trends, and assist deal team with diligence efforts including strategic analysis, market mapping and expert network calls. Synthesize findings for internal updates and diligence streams.
Relationship Management: Leverage BCP network and tools to find warm introductions to targets, maintain Affinity CRM (entry of interactions, pipelines & trackers, reporting), own map of banker network/intermediaries and work directly with coverage officers to coordinate on conferences and guide inbound investment opportunities. Track executive movements via LinkedIn, Expert Networks and other sources. Maintain advisor/river guides database in collaboration with Talent team.
Pipeline / Deal Database: Maintain target pipeline for vertical, participate in vertical meetings to update changes and track next steps, ensure meeting/target follow-up activity completed, monitor and track competitive deal activity/sponsor portfolios, and collaborate and share best practices across business units (pipeline, networks, tools).
Marketing Support and Event Logistics: Update and own Global PE Marketing Compendium, create and capture vertical specific pitch decks, update vertical microsites, help plan/host executive events for vertical (logistics, implementation, attendee management), and provide on-site event support for conferences and executive events.

Requirements

• Outstanding Excel and PowerPoint skills
• Prior experience with CRM tool and private company origination platforms (e.g., Pitchbook, Grata) preferred
• Ability to manage multiple priorities
• Comfort with engaging a broad group of internal and external stakeholders, executive presence
• Superior communication, both written and verbal
• Self-starter with strong project management and follow-through skills
• Detail-oriented, conscientious and energetic professional with ability to think creatively and independently
• Familiarity with finance/private equity space

Nice To Haves

• Interest and experience in AI use cases for business

Responsibilities

• Evaluate new AI tools and data to improve workflows (first looks, research, screening)
• Help to implement new tools and act as an intermediary between IT, Data Science and the PE team members
• Identify internal use cases for AI across sourcing, diligence and portfolio support
• Assist with early screenings of investment themes and investment opportunities
• Develop systems and screening tools to monitor targets and subsectors
• Support inbound opportunity evaluation and prioritization
• Complete deep dive analysis on industry sectors and market trends
• Assist deal team with diligence efforts including strategic analysis, market mapping and expert network calls
• Synthesize findings for internal updates and diligence streams
• Leverage BCP network and tools to find warm introductions to targets
• Maintain Affinity CRM (entry of interactions, pipelines & trackers, reporting)
• Own map of banker network/intermediaries and work directly with coverage officers to coordinate on conferences and guide inbound investment opportunities
• Track executive movements via LinkedIn, Expert Networks and other sources
• Maintain advisor/river guides database in collaboration with Talent team
• Maintain target pipeline for vertical
• Participate in vertical meetings to update changes and track next steps
• Ensure meeting/target follow-up activity completed
• Monitor and track competitive deal activity/sponsor portfolios
• Collaborate and share best practices across business units (pipeline, networks, tools)
• Update and own Global PE Marketing Compendium
• Create and capture vertical specific pitch decks, update vertical microsites
• Help plan/host executive events for vertical (logistics, implementation, attendee management)
• Provide on-site event support for conferences and executive events

Benefits

• Competitive base salary
• Discretionary annual bonus
• Competitive benefits package designed to support employees’ health, financial security, family needs, and overall well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree