Search jobs > Boston, MA > Operation associate

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
Related jobs
Bain Capital
Boston, Massachusetts

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. Bain Capital, LP is one of the world’s leading ...

Promoted
Amazon Warehouse
Westwood, Massachusetts

Amazon Sortation Center Warehouse Associate. You'll be part of the dedicated Amazon team that is the first stop on the journey from the warehouse. Even with climate controls, temperatures can vary between 60 F and 90 F in some parts of the warehouse; on hot days, temperatures can be over 90 F in the...

Promoted
GP Mobile
Bedford, Massachusetts

Responsibilities of a Retail Sales Associate. Qualifications of a Retail Sales Associate. Drive and exceed monthly sales goals. Sales experience with a customer-focused, record of high personal performance. ...

Promoted
HqO
Boston, Massachusetts

Deliver rapid value with the HqO platform through seamless customer onboarding experiences. Welcome all new customers assigned, conduct kickoff calls and orientation to the onboarding program. Create and execute an onboarding plan for customers, inclusive of setting getting their information in the ...

Promoted
DBI Projects
Boston, Massachusetts

The Assistant Project Manager role is tailored to the needs of each project and its phase. This role supports the project lead and senior leadership with client interaction, project team coordination, contractor and schedule management, budget management, and other project-related activities. Positi...

Promoted
The Computer Merchant, LTD.
Boston, Massachusetts

PMP Certification or equivalent project management certification is a plusJOB DESCRIPTIONThe Senior Technical Project Manager will be responsible to oversee the successful delivery of a large-scale capital technology project under the One Network program to ensure proper structure, alignment with g...

Promoted
TEKsystems
Boston, Massachusetts
Remote

TEKsystems is seeking a Technical Project Manager for a large non-profit organization to drive the success of a mission driven project portfolio. Facilitate active project team discussions to add project management perspective to the project team. Translate ambiguous project proposals into project s...

Promoted
Vantage Consulting
Woburn, Massachusetts

An engineering firm in Woburn MA is looking to grow their team with a Project Manager for Commissioning. In this role you will work with new and existing customers to plan out the project across their building infrastructure installations. You will be responsible for defining project deadlines and c...

Promoted
C-4 Analytics
Wakefield, Massachusetts

Senior Client Onboarding Specialist, REMOTE / Hybrid (Wakefield, MA) – C-4 Analytics. We are currently hiring for a Senior Client Onboarding Specialist as we look to expand our team and support our growing roster of local and national clients. The Senior Client Onboarding Specialist may b...

Promoted
FINTRX
Boston, Massachusetts

As a FINTRX Account Manager, you'll be responsible for driving incremental revenue from a book of existing customers by driving adoption of FINTRX’s products with existing (i. Prioritize your book of business, develop and execute on account plans for each individual account, including iden...