Senior Finance Associate - Partner Services

BAIN CAPITAL OVERVIEW

With approximately $185 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 & Capital Markets, and Real Assets. Today, our team includes 1,880+ 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 Services Group provides Partners and internal investors with confidential, professional services including consolidating financial information; identifying personal investment opportunities; performance reporting of personal investments; loan program management; philanthropic services and managing various other personal services. The Partner Services 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. 

KEY RESPONSIBILITIES FOR THIS POSITION

The Senior Associate is part of a team designed to ensure that the complexity, diversity, and size of the internal investor relations and its portfolio are properly supported. Doing so requires a balanced team combining accounting, finance, and tax expertise with operational excellence in line with the high standards characteristic of Bain Capital. A successful candidate will play a key, and increasing role in driving efficiency, versatility, and quality of both the internal and outward facing deliverables and communications of the Partner Services team.

Responsible for the following tasks:

• Point of contact for the team via day-to-day management of the group’s central e-mail box

• Professionally and knowledgeably interact with investors in a client service capacity

• Day to day responsibility and management of all credit facility processing and compliance

• Perform several ad-hoc services, such as, mortgage underwriting assistance, bank/brokerage account opening and ancillary service provider recommendations

• Assist with development and maintenance of various systems and applications including GL, contact management, report generation, report distribution, and other systems utilized by groups within the firm.

• Develop and maintain procedural documents as well as manage various investor related forms and documents

• Point of contact for banking relationships, responsible for setting up new accounts, maintaining wiring instructions and authorized signer records

GENERAL QUALIFICATIONS

• 3+ years of experience in operations, family office or investor relations capacity in the financial services industry

• Demonstrated proficiency utilizing technology to enhance organizational performance

• 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

• Ability to handle highly confidential and sensitive information

• Team focused individual with unquestionable integrity, strong interpersonal skills, and the capacity to interact with professionals at all levels both within and outside the firm

• Ability and desire to thrive in a dynamic and challenging environment

DESIRED EDUCATION

• Bachelors Degree in Finance or related field

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.