Investor Relations Analyst — Data & Salesforce Focus

Bain Capital

Boston (MA)

On-site

USD 75,000 - 85,000

Full time

11 days ago

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Benefits offered by this job

Competitive benefits

Job summary

Bain Capital in Boston, MA seeks an Analyst for the Strategic Capital Group to support investor relations, data analysis, and operations. You will help manage investor data, prepare analyses, and coordinate communications with cross-functional teams in a high-performance environment.

The role emphasizes data integrity, Excel-driven analysis, CRM proficiency, and the use of AI tools to improve productivity. Ideal for candidates with 0–2 years in investor relations or finance and a strong

Qualifications

  • 0-2 years of professional experience, internships acceptable.
  • Strong analytical skills and the ability to communicate quantitative and qualitative concepts.
  • Proficiency in Excel and PowerPoint is required; an Excel test will be part of the interview.
  • Experience with CRM systems (Salesforce) is a plus; will develop proficiency over time.
  • Strong executive function with ability to manage priorities and deadlines.

Responsibilities

  • Transaction and Investor Support: track investors in Salesforce CRM, create contact records, log interactions.
  • Draft and prepare data analyses and presentations for investor engagements and internal discussions.
  • Coordinate call scheduling, meeting agendas, and deliverable updates.
  • Data Management, Reporting, and Systems Ownership: deepen Salesforce CRM expertise and ensure data integrity.
  • Track investor feedback and maintain investor profiles across systems.
  • Collaborate with operations to reconcile data and improve reporting capabilities.
  • Identify patterns, inconsistencies, and gaps in data and drive resolution.

Skills

Analytical skills
Excel
PowerPoint

Education

Undergraduate degree

Tools

Salesforce

Job description

Bain Capital in Boston, MA seeks an Analyst for the Strategic Capital Group to support investor relations, data analysis, and operations. You will help manage investor data, prepare analyses, and coordinate communications with cross-functional teams in a high-performance environment.

The role emphasizes data integrity, Excel-driven analysis, CRM proficiency, and the use of AI tools to improve productivity. Ideal for candidates with 0–2 years in investor relations or finance and a strong

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