Associate, IR Operations (Onboarding)

Posted 2 Days Ago
Be an Early Applicant
Boston, MA
1-3 Years Experience
Financial Services
The Role
The Associate, IR Operations (Onboarding) at Bain Capital is responsible for liaising with clients and stakeholders to ensure a seamless onboarding process for clients. Key tasks include assisting with subscription documents, fund closings, and maintaining client information in CRM databases. The position requires strong customer service, communication, and analytical skills.
Summary Generated by Built In

BAIN CAPITAL OVERVIEW

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 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. 

RESPONSIBILITIES:

This position will involve key tasks such as:

  • Liaise with clients and internal/external stakeholders (IR Business Development/Coverage Officers, Compliance, Legal, Tax, Finance, Operations, Client Services and external Administrators) to ensure seamless onboarding process for Bain Capital clients
  • Assist clients with completion of subscription documents and manage the review workflow related to these documents
  • Assist in fund closings for close-end and open-end funds
  • Proactively identify documentation issues, escalating them when appropriate
  • Resolve subscription agreement issues within tight timelines and a high degree of professionalism
  • Ensure clients receive the highest level of service in response to any query or interaction
  • Maintain investor account information on the Bain Capital Investor portal
  • Enter and Maintain client information into CRM database (Salesforce)

GENERAL QUALIFICATIONS:

  • Detail oriented
  • Strong customer service orientation
  • Excellent written and verbal communication skills
  • Strong analytical and problem solving skills
  • Strong interpersonal skills and ability to interact with investors as well as personnel across the firm
  • Self-starter with strong project management and follow through skills
  • Ability to multitask and shift priorities with changing demands or deadlines
  • Capacity to discretely handle highly confidential and sensitive information
  • Knowledge of MS Office, particularly Excel and Word
  • Experience in Salesforce preferred
  • Capacity to discretely handle highly confidential and sensitive information
  • Team player with a “Can do” attitude; willingness to take on any task, no matter how large or small
  • Prior experience and familiarity with client onboarding and KYC/AML documentation preferred

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

Salesforce
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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