Finance Manager, Coinvest — Lead Partnerships & Automation

Bain Capital; Boston (MA); On-site; USD 130,000 - 150,000; Full time

Job summary

Bain Capital's Coinvest Finance Group seeks a Finance Manager to lead accounting, operations, tax, and strategy for coinvest partnerships. The role emphasizes ownership, autonomy, and collaboration across cross-functional teams in a fast-paced private markets environment.

The ideal candidate has strong technical accounting skills, leadership presence, and the ability to drive improvements in processes using technology and AI. CPA or Master’s degree preferred and a track record of mentoring staff.

Qualifications

• 6-8 years accounting experience in financial services, with strong exposure to investment partnerships, private equity, asset management, hedge funds, or alternative investments.
• CPA and/or Master’s Degree preferred.
• Strong understanding of partnership structures, allocations, and investment operations.
• Advanced Excel skills required.
• Familiarity with AI tools and technologies (e.g., ChatGPT, Microsoft Copilot, Claude) and a willingness to adopt emerging AI solutions.

Responsibilities

• Lead the accounting, operational, and financial oversight of various coinvest partnerships.
• Manage operational and administrative activities of the partnerships, including cash management, capital calls, cash and stock distributions, custody processes, reconciliations, compliance reporting, and valuation reporting.
• Evaluate and analyze complex investment transactions, partnership allocations, and accounting conclusions associated with evolving deal structures and liquidity events.
• Serve as a key point of coordination across internal teams.
• Support investor facing activities including onboarding investors, policy administration, overseeing investor reporting, and responding to ad-hoc inquiries.
• Identify opportunities to enhance processes, strengthen controls, and increase operational efficiency through technology, automation, AI tools, and scalable workflows.
• Collaborate with cross-functional stakeholders and senior leadership on strategic initiatives, special projects, and the continued evolution of the Coinvest platform.
• Mentor and develop junior team members while contributing to broader team planning and leadership initiatives.
• Oversee partnership reporting deliverables and coordinate closely with internal and external tax advisors on annual tax reporting and related partnership matters.

Skills

Advanced Excel

Leadership

Communication

Analytical thinking

AI tools familiarity

Financial services

Mentoring

Project management

Education

Bachelor’s degree in Accounting/Finance

CPA and/or Master’s degree preferred

Tools

ChatGPT

Microsoft Copilot

Claude

Job description

Bain Capital's Coinvest Finance Group seeks a Finance Manager to lead accounting, operations, tax, and strategy for coinvest partnerships. The role emphasizes ownership, autonomy, and collaboration across cross-functional teams in a fast-paced private markets environment.

The ideal candidate has strong technical accounting skills, leadership presence, and the ability to drive improvements in processes using technology and AI. CPA or Master’s degree preferred and a track record of mentoring staff.