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Associate, Private Equity Clients (October 2024 Start)

  • Job
    Entry Level
  • Business, Operations & Strategy
  • $60K - $72K
  • Dallas

AI generated summary

  • You must excel at multitasking, thrive under pressure, and be a proactive, clear communicator who is driven to deliver results and continuously seek feedback for self-improvement.
  • You'll pitch products, connect clients with experts, grow revenue, solve client inquiries, and innovate processes in a fast-paced private equity client associate role.


  • Qualifications:
  • Areas that play to your strengths:
  • You must be able to deliver high quality work on a deadline. You will be working on lots of active workstreams simultaneously, but that doesn’t scare you - in fact it excites you, and you’re confident in your ability to multitask and remain organized. Private equity investors are under a lot of pressure to make decisions fast, but you stay calm and get things done. If at times your client asks you for help out of hours, or your expert is in a different time zone, you strive to support - your hours vary according to the client project you are involved in, but you prefer that to a routine job. There is no typical week as a Third Bridge Associate.
  • The Founder’s Mentality completely resonates with you, as this approach is part of our DNA. You’re an independent thinker who feels energized by the freedom Associates have to come up with the best solutions for their clients, because you’re endlessly curious and often question the way things are done. As long as you are eager to learn, we’ll provide you with the resources and coaching you need as you bring value to your clients and experts.
  • You’re a clear communicator who can create the right narrative to share your ideas with a wide range of people, such as introducing our products and services to new clients and experts. You find that conversations often lead to strong relationships with people because you easily connect. You always look for the most efficient way to get things done, rather than the path of least resistance - for example you pick up the phone to get an answer to your questions straight away, rather than send an email and wait for a reply. Cold calling doesn’t phase you - what matters to you is to get results, and fast.
  • Your attitude is to roll up your sleeves and you enjoy being in the thick of the action. It matters a great deal to you to understand how your performance ranks against your own potential and against others, so you continuously seek feedback to make sure you can be at the top of your game. One of your clients preferring a competitor over you is not an acceptable state of affairs for you - you’re relentless in getting the data points you need to adjust your approach until you are their number one. With the soft skills gained on the job (hard skills are getting displaced by machines), you aspire to a future as a high EQ business leader.


  • Salesperson: listen to your clients and tailor our offering in a way that best suits their unique needs. Use your negotiation and persuasion skills to create value for our specialists.
  • In practice: you will pitch our entire suite of products (content and expert calls) to investors in your book of business, and you will convince experts (from CEOs to technical experts) to speak to your clients about their industry.
  • Business developer: understand the drivers of profitable revenue and find your path to grow it. Work with your team to execute strategies for the accounts you are responsible for.
  • In practice: this could mean calling investors who have never used our services to build relationships and get business from them.
  • Problem solver: A client can challenge you with any company name and questions: you’ll break down an industry within minutes, suggest who they should speak with and what they should read.
  • In practice: you will search for relevant content and vet experts to support your clients at each stage of their research.You will not give them investment advice.
  • Learner: apply the knowledge and skills you acquire on the job to improve your productivity and find innovative ways to continue advancing our business model.
  • In practice: when a process gets in the way of your speed, you propose an alternate solution and speak with the right people to implement it.


What does a Private Equity Associate do at Third Bridge?

A Private Equity Associate at Third Bridge works with private equity clients to provide them with access to relevant experts and content throughout their investment lifecycles. They wear various hats, including acting as a salesperson, business developer, problem solver, and learner, to deliver extraordinary results for clients and experts.

What qualifications are necessary for the Associate, Private Equity Clients role?

Candidates for the Associate, Private Equity Clients role should be able to deliver high-quality work on tight deadlines, excel at multitasking and organization, remain calm under pressure, and be flexible with working hours. They should also possess a Founder's Mentality, be curious and eager to learn, have strong communication skills, and be willing to roll up their sleeves to get the job done.

How is performance measured for Private Equity Associates at Third Bridge?

Performance for Private Equity Associates at Third Bridge is measured based on their ability to deliver results for clients, maintain strong relationships with experts, effectively pitch products and services, and continuously seek feedback to improve their performance. Top performers have the opportunity to progress into management roles and beyond.

What are the compensation and benefits for Associates in Private Equity Clients at Third Bridge?

Associates in Private Equity Clients at Third Bridge can expect a competitive base salary, uncapped bonus potential, and additional benefits such as vacation time, personal development allowances, health insurance coverage, 401K matching, flexible work options, colleague-to-colleague recognition programs, and various social and ESG initiatives. Top performers have the opportunity to earn even higher compensation.

How can an Associate in Private Equity Clients progress in their career at Third Bridge?

Associates in Private Equity Clients at Third Bridge can progress in their careers by consistently delivering strong results, seeking opportunities for growth and development, and taking on additional responsibilities. Depending on their aspirations, they may transition into roles in Sales, Product, or other areas within the organization.

Human insights. Intelligent investment decisions.

Founded Year

Mission & Purpose

Third Bridge is a market-leading global investment research firm. We provide unique, human-led insights to some of the world’s largest hedge funds, mutual funds, private equity funds and management consultancies to help them make better investment decisions. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,200+ employees across eight offices.