IR Operations Associate, Onboarding

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

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
• Input and validate investor subscription information into internal CRM database including commitment information and contact details
• 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
• Enter and Maintain client information into CRM database (Salesforce)
• Grant user permissions and maintain account information on the Bain investor and diligence portals

GENERAL QUALIFICATIONS:

• 2 years of experience in financial services industry
• Detail-oriented, prior experience following procedural controls and processes
• 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, Word, and experience with Salesforce preferred
• 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.