IR Diligence Associate: Fundraising & Analytics

Bain Capital; Boston (MA); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Benefits package

Job summary

Bain Capital in Boston is seeking a full-time Investor Relations Analyst/Associate to support fundraising and marketing activities from the Boston headquarters. You will prepare responses to DDQs, create pitch books, and manage investor data while collaborating with IR colleagues on market updates.

The role requires strong communication and analytical skills, 1–4 years in IR or related fields, and proficiency with PowerPoint, Excel, and PowerBI.

Qualifications

• Strong academic credentials (BS/BA from highly-regarded institution).
• 1-4 years of experience in investor relations, asset management, consulting, or financial services-related marketing.
• Exceptional interpersonal and communications skills; ability to interact with personnel at every level across the firm.
• Strong analytical skills; comfort organizing, interpreting, and manipulating large amounts of data sets using VLOOKUP, pivot tables, etc.
• Advanced knowledge of PowerPoint, Excel, and Word.
• Experience developing marketing and reporting materials with a financial/institutional asset management focus.
• 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.
• Detail-oriented, conscientious, and energetic self-starter with strong project management skills ability to think creatively.

Responsibilities

• Completing RFPs/RFIs and updating Due Diligence Questionnaires (DDQs).
• Collaborate with investment professionals and IR colleagues to create pitch books and sales presentations, revising slides as guided, identifying and sourcing data to support the desired message and target audience.
• Servicing investor information requests, during fundraising and on an ongoing basis.
• Work with IR colleagues on market- and strategy-related marketing updates.
• Assist in the implementation and product management of PowerBI and standard reporting materials.
• 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.
• Regularly update existing standard reporting materials (e.g. returns, portfolio characteristics, employee information) on a monthly/quarterly cycle.
• Participate in operational aspects of marketing materials development such as managing version control, maintaining critical documentation, and facilitating the review and distribution process.

Skills

Investor relations

Data analysis

Communication

Team collaboration

Project management

Education

BS/BA degree

Tools

PowerBI

PowerPoint

Excel

Word

Job description

Bain Capital in Boston is seeking a full-time Investor Relations Analyst/Associate to support fundraising and marketing activities from the Boston headquarters. You will prepare responses to DDQs, create pitch books, and manage investor data while collaborating with IR colleagues on market updates.

The role requires strong communication and analytical skills, 1–4 years in IR or related fields, and proficiency with PowerPoint, Excel, and PowerBI.