Associate, Public Equity & Credit Clients

Third Bridge Group Limited

Mar 20

Job
Full-time
Entry Level
Customer Relations
$60K
Dallas
Quick Apply

AI generated summary

Seeking a highly organized, detail-oriented individual with excellent communication skills, a strong interest in financial markets, and the ability to quickly understand and adapt to various industries and sectors. Must be results-oriented, collaborative, adaptable, and receptive to continuous professional development. A strong academic background or extensive client-facing experience is preferred.
Engage with industry experts and Public Equity & Credit clients to deliver excellent client service, negotiate compensation rates, schedule calls, drive long-term performance, develop professional skills, deepen understanding of clients' investment strategies, and continuously reinforce how content can help research needs.

Requirements

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

Responsibilities

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..
The next step in your Third Bridge career could be:
Your promotion to a Senior Associate is based on achievement against performance goals. At this point, you will have the opportunity to further specialize in your career, pursuing either a;
Manager Track, where you start our Emerging Leaders program to develop your leadership skills and have the opportunity to apply for a Connections Manager role.
Client Development Track, where you will continue to hone your commercial & client engagement skills, and unlock greater bonus earning potential.
In your first year, you will sharpen your skills in...
Relationship Building: Increase your network and build relationships with Public Equity & Credits clients and industry experts by delivering an industry-leading customer experience while maintaining a high-level of professionalism throughout.
Account Growth: Develop understanding of the Public Equities & Credit clients’ workflow and their long-term investment strategies, enabling you to be proactive and grow overall account performance.
Commercial Acumen: Cultivate an understanding and ability to navigate corporate structures, sector value chains, and key stakeholders. Learn to identify fundamental drivers and dynamics to understand your clients’ knowledge gaps, and engage with industry experts. Gain an introduction to the world of investment and how decision makers in this field think.
Sales Effectiveness: Develop your persuasion and negotiation skills as you learn how to effectively pitch to senior industry executives, persuade them to consult with clients, and negotiate terms of their engagement. Additionally, learn how to best market the experience and background of these experts in order to sell your clients on pursuing consultations with them. Time Management: Further your abilities to execute on multiple projects at a given time, manage competing priorities, and navigate changing client requests. Prioritisation, context switching, and self-organization are key in order to handle the fast-paced environment we operate in.
Stakeholder Management: Sharpen your interpersonal skills as you collaborate with others to share knowledge and develop sourcing strategies when executing on client requests.

FAQs

What does the initial training period for this role entail?

The initial training period will involve honing your skills in targeting, sourcing, and screening relevant industry specialists, including C-Level executives at Fortune 500 companies.

What will I be doing once I advance to managing my own book of business?

Once you advance, you will be directly managing your own book of business comprised of major Public Equity and Credit investment funds. This will involve spending time on the phone with clients to understand their needs and connecting them with industry specialists.

How much time will I spend on the phone in this role?

You will spend a significant amount of time on the phone, both with clients to unpack their needs and with industry specialists to find the perfect match for them.

What is the goal of this role?

The goal of this role is to uncover what our clients need, dig deep to help them solve their most pressing problems, and connect them to key thought leaders from every corner of the market.

Third Bridge Group Limited

Human insights. Intelligent investment decisions.

Consulting

Industry

1001-5000

Employees

2007

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.