Associate, IR Operations

Bain Capital; Boston (MA); On-site; USD 70,000 - 78,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Bain Capital is seeking an IR Marketing Associate to join our Investor Relations team in Boston. You will support communications, marketing, and events, serving as the Salesforce and Swoogo expert for theIR team as it relates to events and fund launches.

Hours will cover coordinating fund launch lists, invitations, and LP communications, while helping plan annual investor meetings and coordinating diligence days.

Qualifications

• Bachelor’s degree and project management experience required.
• 1-2 years of experience in an administrative or department coordinator role, preferably within a financial services firm.
• Experience in Salesforce and Swoogo preferred.
• Excellent interpersonal, verbal, and written communication skills.
• Strong working knowledge of Microsoft Excel (pivot tables) and ability to work with large amounts of data.
• Proven ability to manage competing priorities and deadlines.
• Detail‑oriented, highly‑organized, self‑starter with team‑oriented mindset.
• Ability to work independently on long term projects.
• Ability to identify key areas of improvement in internal and external processes and implement updated procedures to streamline workflows and investor experience

Responsibilities

• Monitor IR inbox and provide responses to emails as required.
• Generate mailing lists and coordinate sending launch and fund update letters and topical research.
• Work with Coverage Officers and Sales Associates to generate fund launch lists and save the date/event invitation lists.
• Use Swoogo to create event websites, send invitations, and send fund launch letters and periodic updates.
• Lead coordination of Fund webinars including scheduling, RSVP monitoring, set up and release of recordings to LPs.
• Help plan Annual Investor Meetings by assisting with meeting invitations, managing internal and LP RSVPs, name badges, queries on hotel reservations, and event app implementation.
• Coordinate Diligence Days and provide onsite event management assistance.
• Assist with materials preparation including custom investor agendas.
• Coordinate logistics for Limited Partner Advisory Board meetings, and special events, along with tracking of LP Advisory Board votes.
• Maintenance of Advisory Board member listings, and contacts.
• Monitor and grant access to fundraising diligence sites.
• Update contact information in Salesforce
• Maintenance and reconciliation of CRM system
• Ad Hoc operations work
• Ability to support international teams at different time zones
• Maintaining documentation / procedures to ensure they remain current
• Assist with facilitation of Deal Announcements

Skills

Communication

Excel

Time management

Education

Bachelor's degree

Tools

Salesforce

Swoogo

Job description

BAIN CAPITAL OVERVIEW

With approximately $225 billion of assets under management, Bain Capital is one of the world's leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents. We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights. Our people are the heart of our advantage. Colleagues at all levels have a seat at the table as they tackle business challenges with a principal investor mindset. By asking incisive questions, respectfully challenging one another, and remaining intellectually agile, we work together to achieve exceptional outcomes.

BAIN CAPITAL INVESTOR RELATIONS TEAM

The Bain Capital Investor Relations team includes 100+ professionals focused on business development, client service, diligence, and marketing. This team is responsible for raising new funds and accounts, supporting existing investors, collateral production, and reporting across all of the firm's strategies.

POSITION OVERVIEW

The IR Marketing Associate will be based in Bain Capital's Boston Headquarters. This individual’s primary responsibilities will be to support the Investor Relations team and assist with communications, marketing, and events. He/she will serve as the expert on Salesforce and Swoogo for the IR team as it relates to events and fund launches.

RESPONSIBILITIES

• Monitor IR inbox and provide responses to emails as required
• Generate mailing lists and coordinate sending launch and fund update letters and topical research
• Work with Coverage Officers and Sales Associates to generate fund launch lists and save the date/event invitation lists
• Use Swoogo to create event websites, send invitations, and send fund launch letters and periodic updates
• Lead coordination of Fund webinars including scheduling, RSVP monitoring, set up and release of recordings to LPs
• Help plan Annual Investor Meetings by assisting with meeting invitations, managing internal and LP RSVPs, name badges, queries on hotel reservations, and event app implementation.
• Coordinate Diligence Days and provide onsite event management assistance
• Assist with materials preparation including custom investor agendas
• Coordinate logistics for Limited Partner Advisory Board meetings, and special events, along with tracking of LP Advisory Board votes
• Maintenance of Advisory Board member listings, and contacts
• Monitor and grant access to fundraising diligence sites
• Update contact information in Salesforce
• Maintenance and reconciliation of CRM system
• Ad Hoc operations work
• Ability to support international teams at different time zones
• Maintaining documentation / procedures to ensure they remain current
• Assist with facilitation of Deal Announcements

GENERAL QUALIFICATIONS

• Bachelor’s degree and project management experience required
• 1‑2 years of experience in an administrative or department coordinator role, preferably within a financial services firm
• Experience in Salesforce and Swoogo preferred
• Excellent interpersonal, verbal, and written communication skills
• Strong working knowledge of Microsoft Excel (pivot tables) and ability to work with large amounts of data
• Proven ability to manage competing priorities and deadlines
• Detail‑oriented, highly‑organized, self‑starter with team‑oriented mindset
• Ability to work independently on long term projects
• Ability to identify key areas of improvement in internal and external processes and implement updated procedures to streamline workflows and investor experience

Compensation

Expected Annual Base Salary $70,000 - $78,000. 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.

Benefits

• Bain Capital offers a competitive benefits package designed to support employees' health, financial security, family needs, and overall well-being.

Equal Opportunity Employer

Bain Capital is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Transparency in Coverage - MRF Requirement

All personal data will be processed in accordance with the Bain Capital EEA and UK Data Protection Notice. Click here for more information. For job applicants in the United States, Bain Capital participates in the E-Verify program and if hired will use E-Verify to confirm your work authorization. For more information on E-Verify, please refer to the E-Verify Participation and Right to Work Notices.

Founded in 1984, Bain Capital is one of the world's leading private investment firms. We are committed to creating lasting impact for our investors, teams, businesses, and the communities in which we live. As a private partnership, we lead with conviction and a culture of collaboration, advantages that enable us to innovate investment approaches, unlock opportunities, and create exceptional outcomes. Our global platform invests across five focus areas: Private Equity, Growth & Venture, Capital Solutions, Credit, and Real Assets. In these focus areas, we bring deep sector expertise and wide‑ranging capabilities. We have 24 offices on four continents, more than 2,000 employees, and approximately $225 billion in assets under management.

To learn more, visit www.baincapital.com.

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