Finance Associate - Partner Services
Bain Capital
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Boston, MA
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Not Applicable
Posted April 4, 2026
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Responsibilities
Responsibilities
- 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.
- Preparation of the Partner consolidated financial reporting package
- Day to day responsibility and management of all credit facility processing and compliance
- Reconciliation, summary and set-up of accounts for IRA’s, philanthropic and credit purposes
- Seek efficiencies and recommend enhancements to existing reporting and processing functions
- Perform several ad-hoc services such as mortgage underwriting assistance, bank/brokerage account opening and ancillary service provider recommendations
- Collaboration with team members on new initiatives and services
Not Met Priorities
What still needs stronger evidence
Requirements
- New graduate -2 years of finance, operations or family office experience
- Proficient in MS Office; particularly in Excel
- Familiarity within the financial service industry with a general understanding of investments
- Demonstrated project management skills and excellent organizational skills; ability to effectively prioritize multiple projects with diligent attention to detail
- Creative problem-solving ability and sound judgment – ability to use own initiative and take responsibility for decisions
- Strong interpersonal skills with capacity to interact with all levels
- Capability to handle highly confidential and sensitive information
Education
- (Not required) – New graduate -2 years of finance, operations or family office experience
- (Not required) – DESIRED EDUCATION
- (Not required) – Bachelors Degree in Business, Finance or Management
Bain Capital Overview
With approximately $215 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, and Real Assets. Today, our team includes 1,985+ 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
Responsible for the following tasks:
Preparation of the Partner consolidated financial reporting package
Day to day responsibility and management of all credit facility processing and compliance
Reconciliation, summary and set-up of accounts for IRA’s, philanthropic and credit purposes
Seek efficiencies and recommend enhancements to existing reporting and processing functions
Perform several ad-hoc services such as mortgage underwriting assistance, bank/brokerage account opening and ancillary service provider recommendations
Collaboration with team members on new initiatives and services
General Qualifications
New graduate -2 years of finance, operations or family office experience
Proficient in MS Office; particularly in Excel
Familiarity within the financial service industry with a general understanding of investments
Demonstrated project management skills and excellent organizational skills; ability to effectively prioritize multiple projects with diligent attention to detail
Creative problem-solving ability and sound judgment – ability to use own initiative and take responsibility for decisions
Strong interpersonal skills with capacity to interact with all levels
Capability to handle highly confidential and sensitive information
DESIRED EDUCATION
Bachelors Degree in Business, Finance or Management
Compensation:
Expected Annual Base Salary $70,000 – 75,000
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.
With approximately $215 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, and Real Assets. Today, our team includes 1,985+ 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
Responsible for the following tasks:
Preparation of the Partner consolidated financial reporting package
Day to day responsibility and management of all credit facility processing and compliance
Reconciliation, summary and set-up of accounts for IRA’s, philanthropic and credit purposes
Seek efficiencies and recommend enhancements to existing reporting and processing functions
Perform several ad-hoc services such as mortgage underwriting assistance, bank/brokerage account opening and ancillary service provider recommendations
Collaboration with team members on new initiatives and services
General Qualifications
New graduate -2 years of finance, operations or family office experience
Proficient in MS Office; particularly in Excel
Familiarity within the financial service industry with a general understanding of investments
Demonstrated project management skills and excellent organizational skills; ability to effectively prioritize multiple projects with diligent attention to detail
Creative problem-solving ability and sound judgment – ability to use own initiative and take responsibility for decisions
Strong interpersonal skills with capacity to interact with all levels
Capability to handle highly confidential and sensitive information
DESIRED EDUCATION
Bachelors Degree in Business, Finance or Management
Compensation:
Expected Annual Base Salary $70,000 – 75,000
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.