Investor Relations Sales Support Analyst/Associate - High Net Worth

Bain Capital; Boston (MA); On-site; USD 75,000 - 100,000; Full time

Job summary

Bain Capital in Boston is seeking a full-time Analyst/Associate for the High Net Worth Investor Relations team. The role involves gathering information, conducting analysis, and creating materials for prospect meetings. Candidates should possess strong analytical and interpersonal skills and have a BS/BA degree from a reputable institution.

The position offers a base salary between $75,000 and $100,000, depending on various factors, and may include a discretionary bonus based on performance.

Qualifications

• 1–2 years of experience in asset management, consulting, or financial services marketing.
• Ability to interact with senior personnel across the firm.
• Comfort with organizing and interpreting large amounts of data.

Responsibilities

• Act as a HNW Project Manager for distinct funds.
• Develop sales prospect pipeline and maintain CRM.
• Provide project management support for HNW platform.

Skills

Interpersonal skills

Analytical skills

Excel and PowerPoint

Data manipulation

Education

BS/BA from highly-regarded institution

Job description

Position Summary

The High Net Worth Investor Relations team seeks a full-time Analyst/Associate. The Analyst/Associate will work alongside IR Coverage Officers and is tasked with gathering information, conducting in-depth analysis, and creating materials to make each prospect meeting a success. In addition, the Analyst/Associate must research and collect information necessary to create and maintain a strong pipeline of prospects, including maintaining the latest industry information and providing extensive analysis on current prospects. The Analyst/Associate will work closely with the Coverage Officers to provide qualified calling lists and enable us to grow our business. The Associate is expected to develop in-depth knowledge of each CO’s territory and take ownership for coordinating the production of all materials and follow up requests. A successful Analyst/Associate is a results‑oriented individual who is able to work independently, under time constraints, and consistently produce accurate and timely deliverables. The individual should have a solid understanding and curiosity of investment products. Commanding a thorough knowledge of our business, coupled with strong interpersonal skills, the successful Associate will work closely with other members of the team on prospect and marketing activities. He/she will conduct market analysis, initiate research, respond to inquiries on a wide variety of topics, and as opportunity arises participate in prospect and client meetings.

Key Responsibilities

This position will involve key tasks such as:

• Act as a HNW Project Manager for distinct funds and support the team in fundraising initiatives and relationship management activities.
• Sales prospect pipeline development (by region, type) and CRM pipeline maintenance/reporting.
• Build model to support strategic outreach.
• Responsibility for launch prep and identification of eligible investors for fund launch.
• Oversee broad data management tasks for Coverage Officers in Salesforce.com to support business development and investor related activities.
• Oversee fundraising records and data integrity, coordinate follow‑up process and correspondence with LPs or prospects.
• Provide project management support for HNW platform by assisting with requests for internal stakeholders and manage research projects to uncover new pools of capital, etc.
• Provide diligence support by assisting with internal and external meetings and participate in diligence meetings on behalf of coverage officers.
• Assist IR team members with ad hoc reporting utilizing Salesforce.com client data.
• Assist with materials preparation including investor agendas and LP background profiles.

Qualifications

• Strong academic credentials (BS/BA from highly-regarded institution).
• 1–2 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.
• Series 7 and 63; if not currently licensed, successful hire must complete tests in the first 90 days of employment.

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.

EEO Statement

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.