Sales Support Analyst/Associate, Investor Relations
About The Position
The Investor Relations team seeks a full-time Analyst/Associate. This individual will have primary responsibility for working with senior Investor Relations professionals covering Bain Capital Global Private Markets team, specifically Bain Capital Global Private Equity, Venture Capital, Life Sciences, Tech Opportunities and Global Special Situations strategies. 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 Associate must research/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.
Requirements
- 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
Responsibilities
- Sales prospect pipeline development (by region, type) and CRM pipeline maintenance/reporting.
- Build model to support strategic outreach.
- Consultant mapping (research, field consultants by geography)
- 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 diligence support by assisting with internal and external meetings and participate in diligence meetings on behalf of coverage officers
- Identify and coordinate RFP/RFI participation, working with the IR Diligence Team
- Assist IR team members with ad hoc reporting utilizing Salesforce.com client data
- Assist with materials preparation including investor agendas and LP background profiles
- Assisting with peer performance analysis and market positioning
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
