External Private

Investor Relations Sales Support Analyst/Associate - High Net Worth

Boston · Full-time

Sponsorship not specified$75k-$100kDetected 34 days ago

Project ManagementCRMBusiness DevelopmentExcelResearchMicrosoft Office

About the role

With approximately $215 billion of assets under management, Bain Capital is one of the world's leading private investment firms.
Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit, and Real Assets.
Today, our team includes 1,985+ employees in 24 offices on four continents.

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.
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.
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.

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
comfort organizing and interpreting large amounts of data
Experience manipulating large data sets with VLOOKUP, pivot tables, etc.
Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
Strong academic credentials (BS/BA from highly-regarded institution)
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
Series 7 and 63; if not currently licensed, successful hire must complete tests in the first 90 days of employment

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.

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.
The Analyst/Associate will work closely with the Coverage Officers to provide qualified calling lists and enable us to grow our business.
Oversee broad data management tasks for Coverage Officers in Salesforce.com to support business development and investor related activities
Provide diligence support by assisting with internal and external meetings and participate in diligence meetings on behalf of coverage officers
Bain Capital offers a competitive benefits package designed to support employees' health, financial security, family needs, and overall well-being.
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.

al employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status

This listing is sourced directly from External Private's careers page and normalized into a canonical job model.