Finance Associate - Partner Investments

BAIN CAPITAL OVERVIEW

With approximately $215 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. 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. 

We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights.

Our people are the heart of our advantage. Colleagues at all levels have a seat at the table as they tackle business challenges with a principal investor mindset. By asking incisive questions, respectfully challenging one another, and remaining intellectually agile, we work together to achieve exceptional outcomes. 

FINANCE- PARTNER SERVICES

The Bain Capital Partner Investments Group provides Partners with confidential, professional services including: consolidating financial information; identifying personal investment opportunities; investment diligence; performance reporting of personal investments; and managing various other personal services. The Partner Investments Group is also the main point of contact for third party family office service providers and vendors.  Members of the team regularly collaborate with members of nearly every internal department in the firm, including investment professionals, other internal finance departments, tax, legal, HR, compliance and IT.  The Associate will be involved in all finance and operational aspects of those functions with a focus on treasury operations, monthly/quarterly reporting, financial reporting and the yearly tax process.

KEY RESPONSIBILITIES

Responsible for the following tasks:

• Preparation of and review of quarterly fair market valuation statements, quarterly liquid fund summaries, monthly hedge fund performance summaries, and other ad-hoc reporting requests for investments held by Bain Capital Partners.

• Own and manage the team inbox, serving as the point of contact for 300+ external investment fund managers and their respective administrators.

• Management of the treasury function, including weekly investment wires, IRA cash movement, and miscellaneous other cash movement to serve the Partners liquidity/investment needs. 

• Assist with all aspects of the new investment closing process, including aggregation and tracking of investor commitments, completion of subscription materials, and setup across all internal software used for tracking and management of investments.

• Manage and collaborate with the team co-ops, working with them to efficiently tackle the core responsibilities of the role.

• Reconcile monthly capital activity and collaborate with the accounting team to ensure accuracy across the team. 

GENERAL QUALIFICATIONS

• 0 – 2 years of accounting or finance experience in the financial services industry with a solid understanding of investments preferable

• Advanced MS Office, particularly Excel

• Excellent project management and organizational skills; ability to effectively prioritize multiple projects with high attention to detail

• Creative problem solving ability and sound judgment – ability to use own initiative and take responsibility for decisions

• Strong interpersonal skills with capacity to interact with all levels and other finance groups

• Strong interest in the finance and operational side of the alternative investment world

• Capability to handle highly confidential and sensitive information

DESIRED EDUCATION

• Bachelors Degree in Accounting, Finance, Business or Management

Compensation:

Expected Annual Base Salary $70,000 – 75,000

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. Bain Capital offers a competitive benefits package designed to support employees’ health, financial security, family needs, and overall well-being.

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.