High Net Worth Investor Relations… at Bain Capital · Boston

Summary: Bain Capital is one of the world’s leading private investment firms, managing approximately $215 billion in assets. They are seeking a High Net Worth Investor Relations Analyst/Associate to gather information, conduct in-depth analysis, and create materials for prospect meetings while supporting fundraising initiatives and relationship management activities. Responsibilities: - Act as a HNW Project Manager for distinct funds and support the team in fundraising initiatives and relationship management activities - Sales prospect pipeline development (by region, type) and CRM pipeline maintenance/reporting. Build model to support strategic outreach - Responsibility for launch prep and identification of eligible investors for fund launch - Oversee broad data management tasks for Coverage Officers in Salesforce.com to support business development and investor related activities - Oversee fundraising records and data integrity, coordinate follow-up process and correspondence with LPs or prospects - Provide project management support for HNW platform by assisting with requests for internal stakeholders and manage research projects to uncover new pools of capital, etc - Provide diligence support by assisting with internal and external meetings and participate in diligence meetings on behalf of coverage officers - Assist IR team members with ad hoc reporting utilizing Salesforce.com client data - Assist with materials preparation including investor agendas and LP background profiles Required Qualifications: - Strong academic credentials (BS/BA from highly-regarded institution) - 1-2 years of experience in asset management, consulting or financial services' related marketing - Excellent interpersonal skills and ability to interact with senior personnel across the firm - Strong analytical skills; comfort organizing and interpreting large amounts of data - Proven ability to manage competing priorities and deadlines - Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small - Outstanding Excel and PowerPoint skills - Experience manipulating large data sets with VLOOKUP, pivot tables, etc - Detail-oriented, conscientious, and energetic self-starter with ability to think creatively - Series 7 and 63; if not currently licensed, successful hire must complete tests in the first 90 days of employment Required Skills: Asset management, Financial services marketing, Data analysis, Excel, PowerPoint, Data manipulation with VLOOKUP, pivot tables, Salesforce.com, Series 7 license, Series 63 license, manage competing priorities, deadlines, Project management Benefits: Discretionary annual bonus based upon factors such as individual impact, team and firm performance, Competitive benefits package designed to support employees’ health, financial security, family needs, and overall well-being