Investor Relations Diligence Analyst/Associate, Credit

Bain Capital

$75K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

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, able to interact with personnel at every level
  • Strong analytical skills, with proficiency in organizing and interpreting large data sets using tools like VLOOKUP and pivot tables
  • Advanced knowledge of PowerPoint, Excel, and Word
  • Experience in developing marketing and reporting materials focused on financial/institutional asset management
  • Proven ability to manage competing priorities and deadlines

Responsibilities

  • Complete RFPs/RFIs and update Due Diligence Questionnaires (DDQs)
  • Collaborate with investment professionals to create pitch books and presentations, revising slides as needed
  • Service investor information requests during fundraising and ongoing
  • Work on marketing updates related to market and strategy
  • Assist in implementing and managing PowerBI and reporting materials
  • Perform fund, investor, and market-level analysis
  • Provide research/analytical support for Investor Relations special projects
  • Assist with reporting preparation, updating marketing collateral, and writing investor letters
  • Maintain various consultant and performance databases
  • Update existing standard reporting materials monthly/quarterly
  • Manage version control and facilitate review processes for marketing materials

Benefits

  • Comprehensive health benefits package
  • Financial security support including retirement plans
  • Wellness programs designed for overall well-being
  • Family-friendly policies and services
  • Opportunities for professional development and growth
Full Job Description

Investor Relations Diligence Analyst/Associate, Credit

BAIN CAPITAL INVESTOR RELATIONS TEAM OVERVIEW

The Bain Capital Investor Relations team includes 120+ professionals focused on business development, client service, diligence, and marketing and is based across offices in Boston, New York, San Francisco, London, Melbourne, Hong Kong and Tokyo. This team is responsible for raising new funds and accounts, supporting existing investors, collateral production, and reporting across all of the firm’s strategies.

The Investor Relations team is seeking a full-time IR Analyst/Associate based in our Boston headquarters. This individual’s responsibility will be to support the senior Investor Relations professionals covering Bain Capital’s Credit business. This individual will have the opportunity to work with senior professionals across the firm as well as assist in providing timely and accurate marketing and diligence support for our fundraising efforts and to our limited partners.

Responsibilities Include:

  • 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

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

Compensation:

Expected Annual Base Salary $75,000 - $100,000

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.

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