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Senior Finance Associate – Partner Services

Senior Finance Associate – Partner Services

CompanyBain Capital
LocationBoston, MA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • 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

Responsibilities

  • 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

Preferred Qualifications

  • Bachelors Degree in Finance or related field