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Associate, Public Equities & Credit Clients (August 2024 Start)

  • Job
    Entry Level / Graduate
  • Consulting
  • London

AI generated summary

  • You must excel in time management, communication, industry understanding, financial markets, high performance, teamwork, and continuous learning for this role.
  • You will connect with industry experts, understand client needs, deliver excellent service, negotiate calls, and drive long-term client satisfaction through continual monitoring and support.


  • The work is fast-paced – you will be working on multiple requests each day, with tight timelines and high standards so you’ll need to organise your time well, have great attention to detail and adhere to our compliance framework.
  • You’ll be responsible for building relationships with our Public Equities clients as well as a wide variety of industry experts across different industries and seniority levels, so you need to have great communications skills (both written and verbal) and be able to adapt your communication style effectively.
  • Your projects will span a wide variety of industries and geographies which you will need to understand at a high level. It’s important that you enjoy learning, are able to quickly understand key information and use this to find the right result for each project.
  • An interest in financial markets and the environment that our Public Equities clients operate in. Keeping up with their direction of research, which may require continual and frequent projects.
  • Our services are in high demand and we all work to targets so we need people who are excited by a hands-on, high performing and results-oriented role and who are driven to exceed expectations for our clients.
  • Teamwork is essential - you’ll be collaborating with colleagues locally and internationally when executing on projects.
  • With a culture centred around feedback and open communication, we look for people who are open to continuous professional development.


  • Understand Public Equity & Credits client needs and the most relevant experts that could help them.
  • Deliver excellent client service by being a fast, responsive, thoughtful and proactive research partner.
  • Engage with industry experts for our clients by reaching out over the phone to understand whether they are the right fit.
  • Negotiate and persuade experts to connect with our clients at short notice, scheduling calls as soon as possible, whilst operating within our industry leading compliance framework.
  • After 4-5 months you’ll be driving the long-term performance of your book of business, by understanding the clients’ research needs and monitoring how our content can best help them on a continual basis.


What skills are required for the Associate, Public Equities & Credit Clients position at Connections?

The skills required for this position include strong communication skills, the ability to build and maintain client relationships, attention to detail, and a desire to drive revenue through connecting clients with industry experts.

How will I be trained for this position?

You will undergo an initial training period where you will learn how to target, source, and screen relevant industry specialists. After this training period, you will begin managing your own book of business and continue to receive support and guidance from senior team members.

What will my daily responsibilities entail as an Associate, Public Equities & Credit Clients?

Your daily responsibilities will include speaking with clients to understand their needs, reaching out to industry experts to find the best match for those needs, and managing relationships with both clients and experts to ensure successful connections are made.

How will success be measured in this role?

Success in this role will be measured by your ability to drive revenue through connecting clients with industry experts, your client retention rate, and your overall impact on the profitability of the business.

What growth opportunities are available for Associates at Connections?

Associates at Connections have the opportunity to advance into higher level client-facing roles, take on additional responsibilities within the company, and potentially transition into other areas of the business based on their interests and strengths.

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.