Associate, Document Control

Posted 2 Days Ago
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Boston, MA
Junior
Financial Services
The Role
The Document Control Associate ensures proper processing and execution of documents, oversees signature coordination, manages document warehousing, and handles data room access for new deals. They also improve document control procedures, manage legal spend, and analyze costs across the investment portfolio.
Summary Generated by Built In

Bain Capital Overview:

With approximately $185 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents. 

We partner differently to help people and companies embrace possibility and realize potential.

Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights.

Our people are the heart of our advantage.

Colleagues at all levels have a seat at the table as they tackle business challenges with a principal investor mindset. By asking incisive questions, respectfully challenging one another, and remaining intellectually agile, we work together to achieve exceptional outcomes. 

For more information visit: Bain Capital

POSITION OVERVIEW

The primary role of the Document Control Team (DCT) is to act as the final checkpoint in the document execution process. It is the DCT's responsibility to review and coordinate the signature process, ensuring the seamless transfer of all signed documents into our warehouse system for secure management. The DCT also acts as a liaison, coordinating the access to new deal data rooms; this encompasses effective collaboration with the Deal Team, Trading Desk, and Agents. Beyond document execution and facilitating new deal dataroom access, the DCT serves as a central hub for external requests, ensuring they are directed to the appropriate internal contact. The Document Control Associate is part of the Capital Markets Legal Department and will support the Capital Markets business units of Bain Capital.

KEY RESPONSIBILITIES:

  • Document Review & Control: Ensure all documents being received are reviewed, validated, and properly processed for execution.
  • Signature Coordination: Oversee and manage the process for capturing necessary signatures and deliver signed documents in a timely fashion.
  • Document Management: Maintain and organize the document warehouse system to ensure easy retrieval of documents when needed.
  • Data Room Management: Serve as a coordinator for data site access for new deals - facilitating collaboration and acting as point-of-contact for Deal Teams, Trading Desks and Agents.
  • Request Routing: Handle all incoming external requests and route them to the appropriate internal contacts.
  • Process Improvement: Continuously improve document control procedures to enhance efficiency and security.
  • Document Lifecycle Management: Manage the entire document lifecycle from review, execution, delivery, and retention.
  • Legal Spend Management: Play key role in managing $150M+ of external legal spend by acting as liaison between internal investment teams and external law firms for all invoicing matters; prepare regular reporting for senior management and portfolio teams.
  • Cost Forecasting and Analysis: Work alongside investment and asset management teams to manage external costs across global investment portfolio, including compiling deal budgets, forecasting and controlling spend, and producing cost optimization analyses.

TECHNICAL/COMPLIANCE QUALIFICATIONS:

  • 0 to 2 years of experience required. Previous work experience in specific legal and compliance functions, including: Control Room; Ethical Walls; or related functions a plus.
  • Prefer experience from an investment bank or investment management firm.
  • Proficiency in Microsoft Office products (Access, Excel, Outlook, Word) and Adobe Acrobat.

GENERAL QUALIFICATIONS:

  • Detail-oriented, conscientious, and energetic professional with ability to think creatively.
  • Excellent project management and organizational skills; ability to prioritize multiple projects with high attention to detail while working under deadlines.
  • Dedicated team player with a strong sense of ownership and follow-through skills.
  • Ability to read and classify complex legal documents.
  • Capacity to handle highly confidential and sensitive information.
  • Knowledge of basic financial instruments, fixed income, and credit markets is a plus.
  • Strong interpersonal skills with capacity to interact with outside parties and personnel across all levels of the firm. 
  • Strong problem-solving skills.
  • Prior experience with SimpleLegal and DocuSign a plus.

DESIRED EDUCATION:

Undergraduate degree required.

Bain Capital is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Top Skills

Adobe Acrobat
MS Office
The Company
HQ: Boston, MA
1,331 Employees
On-site Workplace
Year Founded: 1984

What We Do

Bain Capital is one of the world’s leading alternative investment firms. More than 1,200 Bain Capital employees work together at locations in Boston, Chicago, New York, San Francisco, Palo Alto, London, Dublin, Hong Kong, Shanghai, Guangzhou, Melbourne, Sydney, Madrid, Luxembourg, Munich, Mumbai, Seoul, and Tokyo to manage approximately $155 billion in assets.

Founded in 1984, Bain Capital has advanced a consulting-based approach to investment. We develop close partnerships with management teams around the world, uncovering valuable insights that drive long-term value to businesses and markets. We have expanded this approach beyond private equity to several asset classes, including credit, fixed income, public equity, venture capital, and real estate. We’re dedicated to responsible business practices, and environmental, social, and governance (ESG) standards are critical considerations in our investment approach.

We strive to create lasting impact for all stakeholders: our investors, our teams, our businesses, and the communities we’re a part of. We believe our shared values form the core of our competitive advantage:

- We develop exceptional partnerships. We know great outcomes come from great teams.

- We challenge conventional thinking. We think differently. We nurture a culture of deep objective inquiry and seek the full potential in every opportunity.

- We work with tenacity. We roll up our sleeves, dig in, and come to work every day searching for better outcomes.

- We believe character matters. We prize personal integrity and humility.
Our team also supports a variety of charitable and nonprofit organizations by donating time, expertise and resources through the Bain Capital Community Partnership. Bain Capital Children's Charity, founded in 1996, has proven this by providing more than $55 million to 350 youth-related causes thanks to contributions from the firm’s employees and partners.

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