Associate, Document Control

Posted 13 Days Ago
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Boston, MA
Entry level
Financial Services
The Role
The Document Control Associate will manage document review and execution processes, coordinate signatures, maintain the document warehouse system, and facilitate access to deal data rooms. They will also handle external requests and support legal spend management and cost forecasting for investment teams.
Summary Generated by Built In

BAIN CAPITAL CREDIT OVERVIEW

Bain Capital Credit founded as Sankaty Advisors in 1998, is a leading global credit specialist with approximately $57 billion in assets under management. Bain Capital Credit invests up and down the capital structure and across the spectrum of credit strategies, including leveraged loans, high-yield bonds, distressed debt, private lending, structured products, non-performing loans and equities. Our team of more than 300 professionals creates value through rigorous, independent analysis of thousands of corporate issuers around the world. In addition to credit, Bain Capital invests across asset classes including private equity, public equity and venture capital, and leverages the firm’s shared platform to capture opportunities in strategic areas of focus.

BAIN CAPITAL OVERVIEW

Bain Capital, LP is one of the world’s leading private multi-asset alternative investment firms with approximately $185 billion of assets under management that creates lasting impact for our investors, teams, businesses, and the 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, public equity, venture capital and real estate. 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.

POSITION OVERVIEW

The primary role of the Document Control Team (DCT) is to act as the final checkpoint in the document execution process. It is the DCT's responsibility to review and coordinate the signature process, ensuring the seamless transfer of all signed documents into our warehouse system for secure management. The DCT also acts as a liaison, coordinating the access to new deal data rooms; this encompasses effective collaboration with the Deal Team, Trading Desk, and Agents. Beyond document execution and facilitating new deal dataroom access, the DCT serves as a central hub for external requests, ensuring they are directed to the appropriate internal contact.

KEY RESPONSIBILITIES:

  • Document Review & Control: Ensure all documents being received are reviewed, validated, and properly processed for execution.
  • Signature Coordination: Oversee and manage the process for capturing necessary signatures and deliver signed documents in a timely fashion.
  • Document Management: Maintain and organize the document warehouse system to ensure easy retrieval of documents when needed.
  • Data Room Management: Serve as a coordinator for data site access for new deals - facilitating collaboration and acting as point-of-contact for Deal Teams, Trading Desks and Agents.
  • Request Routing: Handle all incoming external requests and route them to the appropriate internal contacts.
  • Process Improvement: Continuously improve document control procedures to enhance efficiency and security.
  • Document Lifecycle Management: Manage the entire document lifecycle from review, execution, delivery, and retention.

TECHNICAL/COMPLIANCE QUALIFICATIONS:

  • 0 to 2 years of experience required.  Previous work experience in specific legal and compliance functions, including: Control Room; Ethical Walls; or related functions a plus.
  • Prefer experience from an investment bank or investment management firm.
  • Proficiency in Microsoft Office products (Access, Excel, Outlook, Word).

GENERAL QUALIFICATIONS:

  • Detail-oriented, conscientious, and energetic professional with ability to think creatively.
  • Dedicated team player with a strong sense of ownership and follow-through skills.
  • Ability to prioritize responsibilities and work under deadlines.
  • Ability to read and classify complex legal documents.
  • Capacity to handle highly confidential and sensitive information.
  • Knowledge of fixed income and credit markets is a plus.
  • Strong interpersonal skills with capacity to interact with outside parties and personnel across all levels of the firm. 
  • Strong problem-solving skills.

DESIRED EDUCATION:

Undergraduate degree required.

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.

Top Skills

Adobe Acrobat
Docusign
Excel
Microsoft Office (Access
Outlook
Simplelegal
Word)
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The Company
HQ: Boston, MA
1,331 Employees
On-site Workplace
Year Founded: 1984

What We Do

Bain Capital is one of the world’s leading alternative investment firms. More than 1,200 Bain Capital employees work together at locations in Boston, Chicago, New York, San Francisco, Palo Alto, London, Dublin, Hong Kong, Shanghai, Guangzhou, Melbourne, Sydney, Madrid, Luxembourg, Munich, Mumbai, Seoul, and Tokyo to manage approximately $155 billion in assets.

Founded in 1984, Bain Capital has advanced a consulting-based approach to investment. We develop close partnerships with management teams around the world, uncovering valuable insights that drive long-term value to businesses and markets. We have expanded this approach beyond private equity to several asset classes, including credit, fixed income, public equity, venture capital, and real estate. We’re dedicated to responsible business practices, and environmental, social, and governance (ESG) standards are critical considerations in our investment approach.

We strive to create lasting impact for all stakeholders: our investors, our teams, our businesses, and the communities we’re a part of. We believe our shared values form the core of our competitive advantage:

- We develop exceptional partnerships. We know great outcomes come from great teams.

- We challenge conventional thinking. We think differently. We nurture a culture of deep objective inquiry and seek the full potential in every opportunity.

- We work with tenacity. We roll up our sleeves, dig in, and come to work every day searching for better outcomes.

- We believe character matters. We prize personal integrity and humility.
Our team also supports a variety of charitable and nonprofit organizations by donating time, expertise and resources through the Bain Capital Community Partnership. Bain Capital Children's Charity, founded in 1996, has proven this by providing more than $55 million to 350 youth-related causes thanks to contributions from the firm’s employees and partners.

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