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Associate, Public Equity Clients (August 2024)

  • Job
    Entry Level
  • Consulting
  • Dallas

AI generated summary

  • You must excel in fast-paced environments, possess strong communication skills, adaptability, a keen interest in financial markets, a drive to exceed expectations, teamwork abilities, openness to feedback, and either a strong academic background or client-facing experience.
  • You will connect clients with industry experts, negotiate rates, schedule calls, and drive long-term performance by meeting research needs.


  • 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 & Credit clients, as well as a wide variety of industry experts across different sectors, markets and seniority levels, so you’ll need to have great communications skills (both written and verbal), and be able to adapt your style to effectively and professionally converse in many different situations.
  • Your projects will span a wide variety of industries and geographies, which you will be required 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 experts for each project.
  • An interest in financial markets and the environment that our Public Equities & Credit clients operate in. This insight will be bolstered through a combination of structured classroom training, self-led learning initiatives, continual project development, and a deepened understanding of client research strategies.
  • Our services are in high demand and we all strive to achieve targets. 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 and adaptability are essential! You'll be collaborating with colleagues locally, nationally and internationally when executing on projects.
  • With a culture centred around feedback and open communication, we look for people who are receptive to continuous professional development.
  • An undergraduate degree with strong academic credentials, and/or extensive experience in a client-facing role is strongly recommended.


  • Understand Public Equity & Credit clients’ 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 and through professional correspondences, to understand whether they are the right fit.
  • Negotiate compensation rates, pitch the Community consultation format, and persuade experts to connect with our clients on short notice, often 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 own book of business as you develop your own professional skills, deepen your understanding of your clients’ investment strategies, and continuously reinforce how our content can best help their research needs.


What team will the Associate, Public Equity Clients be a part of?

The Associate will be part of the Community Team within the Public Equities & Credit vertical.

What can an Associate expect in the fast-paced and performance-driven environment of Community?

An Associate can expect to drive relationships by connecting clients with industry experts, targeting and screening relevant specialists, and managing their own book of business comprised of major Public Equity and Credit investment funds.

How will an Associate hone their skills during the initial training period?

An Associate will hone their skills by targeting, sourcing, and screening industry specialists, including C-Level executives at Fortune 500 companies.

What is the primary focus of an Associate's role in managing their book of business?

The primary focus is to uncover what clients need, help them solve their most pressing problems, and connect them to key thought leaders from every corner of the market.

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.