Full Job Description
KEY RESPONSIBILITIES:
• Oversee Investor Relations Operations Onboarding activity
• Lead, develop and manage the onboarding function while coordinating seamlessly with internal stakeholders, including, external legal counsel, trading counterparties, administrators and custodians
• Manage high-level projects with key internal stakeholders in a knowledgeable and clear way
• Maintain investor account information in the CRM database
• Respond to daily investor inquiries related to fund closings, transfers of partnership interest and non-traded liquid product
• Ensure clients receive the highest level of service in response to any query or interaction
• Review onboarding of new subscriptions to funds and client information in CRM database
• Navigate and execute complex, high-priority ad-hoc requests with speed and precision
GENERAL QUALIFICATIONS:
• 10-12 years of experience in Investor Onboarding and Retail Alternative Investments Industry
• Retail experience with wirehouses, RIAs and platforms
• Ability to prioritize responsibilities and work under strict deadlines
• Detail-oriented, analytical skills, strong interpersonal skills, and rigorous work ethic are prerequisites.
• Previous management experience and strong client service
• Excellent written and verbal communication skills
• Problem solver who can prioritize multiple tasks, shift priorities with changing demands and meet deliverables in a deadline-oriented environment
• Strong interpersonal skills and ability to interact with investors as well as cultivate relationships with personnel across the firm
• Self-starter with strong project management and follow through skills
• Experience in Salesforce preferred and proficiency with Excel, Word and MS Office
• Working knowledge of AI tools, with a genuine enthusiasm for leveraging emerging technology to drive efficiency
Compensation:
Expected Annual Base Salary $155,000 - $175,000
Actual base salary will be determined by a wide range of factors including but not limited to role, function, level, experience, qualifications and geographic location. In addition to a competitive base salary, this position may be eligible for a discretionary annual bonus based upon factors such as individual impact, team and firm performance. Bain Capital offers a competitive benefits package designed to support employees' health, financial security, family needs, and overall well-being.
