Bain Capital→
Investor Relations Diligence Analyst/Associate, Credit
Entry LevelOn-siteFull-time
Location
Boston
Salary
$75k–$100k/yr
Experience
1–4 years
Posted
4 days ago
Skills
investor relationsasset managementfinancial services marketingdata analysispowerpointexcelwordpowerbimarketing materials developmentreporting materials developmentproject management
Job Description
Summary: Bain Capital is one of the world’s leading private investment firms, managing approximately $215 billion in assets. They are seeking a full-time Investor Relations Analyst/Associate to support senior Investor Relations professionals in the Credit business, focusing on fundraising efforts and providing diligence support for limited partners.
Responsibilities:
- Completing RFPs/RFIs and updating Due Diligence Questionnaires (DDQs)
- Collaborate with investment professionals and IR colleagues to create pitch books and sales presentations, making revisions to slides as guided, identifying and sourcing data to support the desired message and target audience
- Servicing investor information requests, during fundraising and on an ongoing basis
- Work with IR colleagues on market- and strategy-related marketing updates
- Assist in the implementation and product management of PowerBI and standard reporting materials
- Performing fund, investor, and market-level analysis
- Providing research/analytical support for IR special projects
- Assisting with recurring reporting preparation, updating marketing collateral, and investor letter writing
- Maintaining various consultant and performance databases
- Regularly update existing standard reporting materials (e.g. returns, portfolio characteristics, employee information) on a monthly/quarterly cycle
- Participate in operational aspects of marketing materials development such as managing version control, maintaining critical documentation, and facilitating the review and distribution process
Required Qualifications:
- Strong academic credentials (BS/BA from highly-regarded institution)
- 1-4 years of experience in investor relations, asset management, consulting, or financial services-related marketing
- Exceptional interpersonal and communications skills; ability to interact with personnel at every level across the firm
- Strong analytical skills; comfort organizing, interpreting, and manipulating large amounts of data sets using VLOOKUP, pivot tables, etc
- Advanced knowledge of PowerPoint, Excel, and Word
- Experience developing marketing and reporting materials with a financial/institutional asset management focus
- 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
- Detail-oriented, conscientious, and energetic self-starter with strong project management skills ability to think creatively
Required Skills: Investor relations, Asset management, Financial services marketing, Data analysis, PowerPoint, Excel, Word, PowerBI, Marketing materials development, Reporting materials development, 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
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