IR Diligence Analyst/Associate, Insurance

Bain Capital, LP.

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

Qualifications

  • Strong academic credentials from a prestigious institution
  • 2-4 years experience in asset management, consulting, or related marketing
  • Excellent interpersonal skills for senior-level interaction
  • Strong analytical skills with large datasets
  • Ability to manage competing priorities and deadlines
  • Team player with a proactive attitude
  • Outstanding Excel and PowerPoint proficiency
  • Experience with data manipulation techniques like VLOOKUP and pivot tables
  • Detail-oriented and energetic self-starter

Responsibilities

  • Complete RFPs/RFIs and update Due Diligence Questionnaires
  • Service investor information requests during fundraising and ongoing
  • Perform fund, investor, and market-level analysis
  • Provide research support for Investor Relations special projects
  • Assist with recurring reporting, updating marketing materials, and writing investor letters
  • Maintain consultant and performance databases

Benefits

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

RESPONSIBILITIES

The Investor Relations team seeks a full-time Associate. This individual will have primary responsibility for working with senior Investor Relations professionals covering Bain Capital Insurance, which includes insurance-focused private equity, structured products, and strategic asset management capabilities.

 

This position will involve key tasks such as:

  • Completing RFPs/RFIs and updating Due Diligence Questionnaires (DDQs)
  • Servicing investor information requests, during fundraising and on an ongoing basis
  • 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

 


QUALIFICATIONS

  • Strong academic credentials (BS/BA from highly-regarded institution)
  • 2-4 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

 

 

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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