Responsibilities

• Monitor IR inbox and provide responses to emails as required
• Generate mailing lists and coordinate sending launch and fund update letters and topical research
• Work with Coverage Officers and Sales Associates to generate fund launch lists and save the date/event invitation lists
• Use Swoogo to create event websites, send invitations, and send fund launch letters and periodic updates
• Lead coordination of Fund webinars including scheduling, RSVP monitoring, set up and release of recordings to LPs
• Help plan Annual Investor Meetings by assisting with meeting invitations, managing internal and LP RSVPs, name badges, queries on hotel reservations, and event app implementation.
• Coordinate Diligence Days and provide onsite event management assistance
• Assist with materials preparation including custom investor agendas
• Coordinate logistics for Limited Partner Advisory Board meetings, and special events, along with tracking of LP Advisory Board votes
• Maintenance of Advisory Board member listings, and contacts

Requirements

• Bachelor’s degree and project management experience required
• 1-2+ years of experience in an administrative or department coordinator role, preferably within a financial services firm
• Excellent interpersonal, verbal, and written communication skills
• Strong working knowledge of Microsoft Excel (pivot tables) and ability to work with large amounts of data
• Proven ability to manage competing priorities and deadlines
• Detail-oriented, highly-organized, self-starter with team-oriented mindset
• Ability to work independently on long term projects
• Ability to identify key areas of improvement in internal and external processes and implement updated procedures to streamline workflows and investor experience

Preferred

• Experience in Salesforce and Swoogo preferred

Benefits

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