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Entry Level Associate, Public Equity Clients (August 2024 Start)

  • Job
    Entry Level
  • Consulting
  • Dallas

AI generated summary

  • You must be organized, detail-oriented, have excellent communication skills, enjoy learning about various industries, have an interest in financial markets, thrive in a fast-paced environment, excel in teamwork, and be open to continuous professional development.
  • You will connect with industry experts, negotiate rates, and schedule client calls on short notice to deliver excellent service for public equity and credit clients. Drive long-term business growth by developing your skills and understanding client investment strategies.


  • 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 is this role a part of?

This role is part of our Community Team, within the Public Equities & Credit vertical.

What kind of environment can I expect to work in as an Entry Level Associate in this role?

You can expect to work in a fast-growing, fast-paced, and performance-driven environment.

What will I be doing as an Associate in this role?

As an Associate, you will be driving relationships by enabling our clients to connect to industry experts that will help them. You will be targeting, sourcing, and screening relevant industry specialists, including C-Level executives at Fortune 500 companies, and managing your own book of business comprised of major Public Equity and Credit investment funds.

How will I be trained for this role?

During your initial training period, you will hone your skills in targeting, sourcing, and screening industry specialists.

How will I communicate with clients and industry specialists in this role?

You will spend much of your time on the phone, both with your clients to understand their needs and with industry specialists to find the perfect match for them.

What is the ultimate goal of this role?

The ultimate goal is to uncover what our clients need, help 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.