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Associate, IR Operations (Onboarding)

Bain Capital
Boston, MA
Full-time

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
  • 30+ days ago
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