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

  • Job
    Full-time
    Entry Level
  • Banking & Finance
    Customer Relations
  • $60K
  • Dallas
  • Quick Apply

AI generated summary

  • Must possess strong organizational skills, exceptional attention to detail, excellent communication abilities, a keen interest in financial markets, a capacity for adapting to diverse situations, a collaborative mindset, and a commitment to continuous professional development.
  • The candidate will be responsible for understanding and meeting Public Equity & Credit clients' needs through engaging with industry experts, negotiating rates, scheduling calls, driving account growth, developing commercial acumen, enhancing sales effectiveness, managing multiple projects, and collaborating with stakeholders to deliver excellent client service and achieve long-term performance goals.

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 recommended.

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 team will I be a part of in this role?

You will be part of our Community Team within the Public Equities & Credit vertical.

What will be my responsibilities as an Entry Level Associate in this role?

As an Associate, you will be responsible for driving relationships by enabling clients to connect with industry experts, sourcing and screening relevant industry specialists, and managing a book of business comprised of major Public Equity and Credit investment funds.

What is the work environment like in the Community Team?

The Community Team is a fast-growing, fast-paced, performance-driven environment where you will be expected to hone your skills, connect with clients and industry specialists, and drive relationships to help solve client problems.

How will my role evolve after the initial training period?

After the initial training period, you will advance to directly managing your own book of business comprised of major Public Equity and Credit investment funds, spending time on the phone with clients and industry specialists to connect them to thought leaders in the market.

What is the ultimate goal of this role?

The ultimate goal of this role is to uncover what clients need, help them solve their most pressing problems, and connect them to key thought leaders in the market to drive relationships and success.

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.