Finance Associate/ Senior Finance Associate - Private Credit

Bain Capital, LP.

$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-3 years of experience in a rigorous investment advisor or public accounting role
  • Experience in private credit or fixed income asset classes is advantageous
  • Knowledge of tax regulations is a plus
  • Strong prioritization and deadline management skills
  • Proactive self-starter with excellent problem-solving abilities
  • Outstanding interpersonal skills for engaging with external partners and internal teams
  • Ability to interpret complex legal documents
  • Detail-oriented professional with strong Excel capabilities

Responsibilities

  • Understand and manage financial operations for the Private Credit strategy
  • Support CFO with finance requirements specific to private credit
  • Analyze complex investment structures for legal, tax, and accounting implications
  • Assist in fundraising efforts and respond to investor inquiries
  • Review fund returns and prepare investor reporting materials
  • Analyze quarterly and annual fund financial statements
  • Oversee the year-end audit process in collaboration with external accountants
  • Perform analytical reviews of balance sheets and income statements
  • Monitor capital calls and distribution activities

Benefits

  • Competitive benefits package supporting health and financial security
  • Discretionary annual bonus eligibility based on individual and firm performance
  • Support for family needs and overall well-being
Full Job Description

KEY RESPONSIBILITIES

Will include some or all the following across the Bain Capital Private Credit strategy:

  • Gain overall understanding of Credit business with focus on Private Credit and manage work at all levels through overall finance responsibilities for the Private Credit strategy

  • Provide support to CFO for all Private Credit finance needs

  • Understand complex investment structures, work through tax, legal and book implications for funds

  • Assist in fundraising requests from prospective and information request from current investors

  • Review of fund returns and investor reporting materials

  • Review of quarterly and annual fund financial statements including management fee payments and carried interest allocations and NAV and expenses.

  • Manage year-end audit process and maintain close interaction with outside accountants during year end audit

  • Perform analytical review of quarterly balance sheets and income statements

  • Review of capital call and distribution activity

GENERAL QUALIFICATIONS

  • 1-3 years9 experience at an Investment Advisor and/or public accounting role in a rigorous environment

  • Relevant work experience in private credit or other fixed income asset classes a plus

  • Knowledge of tax a plus

  • Ability to prioritize responsibilities and work under deadlines

  • Self-starter with initiative and strong problem-solving skills

  • Strong interpersonal skills with capacity to interact with outside parties and personnel across all levels of the firm

  • Ability to decipher complex legal documents

  • Dedicated team player with a strong sense of ownership and follow-through skills

  • Detail-oriented, conscientious and energetic professional

  • Strong Excel skills

EDUCATION

  • Four-year college degree with a strong academic background.

  • Major in accounting, finance or related degree required.

  • CPA, CFA or equivalent qualification a plus.

Compensation:

Expected Associate Annual Base Salary $80,000 65,000

Expected Senior Associate Annual Base Salary $95,000 110,000

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 employees9 health, financial security, family needs, and overall well-being.

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