Director, Investor Relations Operations
At a glance
Director-level Investment & Corporate Development role at Bain Capital, LP. Boston · full-time · $155,000–$175,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Run investor onboarding and guide the team, coordinating with legal counsel, trading partners, administrators and custodians
- Keep investor account records current in the CRM and check new fund subscriptions and client details
- Handle daily questions about fund closings, partnership-interest transfers and non-traded liquid products
- Lead complex projects and resolve urgent, high-priority requests accurately and quickly
- Deliver responsive service to investors across queries and other interactions
What you bring
- Ten to twelve years working in investor onboarding within retail alternative investments
- Retail experience with wirehouses, RIAs or platforms, plus prior experience managing people
- Strong client-service skills and the ability to prioritize competing work against strict deadlines
- Experience with Salesforce is preferred; you can also work with Excel, Word and MS Office
Who this fits
This director role suits someone with deep investor-onboarding experience, retail alternative-investment exposure and a track record managing teams and serving clients. The work involves frequent coordination across internal groups and external partners, alongside deadline-driven investor requests.
From the employer
BAIN CAPITAL OVERVIEW
Bain Capital, LP is one of the world’s leading private multi-asset alternative investment firms with approximately $230 billion of assets under management that creates lasting impact for our investors, teams, businesses, and communities in which we live. Since our founding in 1984, we’ve applied our insight and experience to organically expand into several asset classes including private equity, credit, venture capital and real estate across multiple sectors, industries and geographies. We leverage our shared platform to capture cross-asset class opportunities in strategic areas of focus. With offices on four continents, our global team aligns our interests with those of our investors for lasting impact.
KEY RESPONSIBILITIES:
• Oversee Investor Relations Operations Onboarding activity
• Lead, develop and manage the onboarding function while coordinating seamlessly with internal stakeholders, including, external legal counsel, trading counterparties, administrators and custodians
• Manage high-level projects with key internal stakeholders in a knowledgeable and clear way
• Maintain investor account information in the CRM database
• Respond to daily investor inquiries related to fund closings, transfers of partnership interest and non-traded liquid product
• Ensure clients receive the highest level of service in response to any query or interaction
• Review onboarding of new subscriptions to funds and client information in CRM database
• Navigate and execute complex, high-priority ad-hoc requests with speed and precision
GENERAL QUALIFICATIONS:
• 10-12 years of experience in Investor Onboarding and Retail Alternative Investments Industry
• Retail experience with wirehouses, RIAs and platforms
• Ability to prioritize responsibilities and work under strict deadlines
• Detail-oriented, analytical skills, strong interpersonal skills, and rigorous work ethic are prerequisites.
• Previous management experience and strong client service
• Excellent written and verbal communication skills
• Problem solver who can prioritize multiple tasks, shift priorities with changing demands and meet deliverables in a deadline-oriented environment
• Strong interpersonal skills and ability to interact with investors as well as cultivate relationships with personnel across the firm
• Self-starter with strong project management and follow through skills
• Experience in Salesforce preferred and proficiency with Excel, Word and MS Office
• Working knowledge of AI tools, with a genuine enthusiasm for leveraging emerging technology to drive efficiency
Compensation:
Expected Annual Base Salary $155,000 - $175,000
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.