Financial Services Associate (April 2024 Start)

Third Bridge Group Limited

Mar 20

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

AI generated summary

Highly organized, deadline-driven, and proactive financial services associate with a strong entrepreneurial mindset, exceptional communication skills, and a relentless drive for success. Must thrive in a dynamic, fast-paced environment and be committed to continuous improvement and client satisfaction.
Engage with clients to understand their needs, pitch products and services tailored to them, develop business strategies to grow revenue, problem-solve industry questions, research and vet experts, and propose innovative solutions to improve productivity.

Requirements

You must be able to deliver high quality work on a deadline. You will be working on lots of active workstreams simultaneously, but that doesn’t scare you - in fact it excites you, and you’re confident in your ability to multitask and remain organized. Private equity investors are under a lot of pressure to make decisions fast, but you stay calm and get things done. If at times your client asks you for help out of hours, or your expert is in a different time zone, you strive to support - your hours vary according to the client project you are involved in, but you prefer that to a routine job. There is no typical week as a Third Bridge Associate.
The Founder’s Mentality completely resonates with you, as this approach is part of our DNA. You’re an independent thinker who feels energized by the freedom Associates have to come up with the best solutions for their clients, because you’re endlessly curious and often question the way things are done. As long as you are eager to learn, we’ll provide you with the resources and coaching you need as you bring value to your clients and experts.
You’re a clear communicator who can create the right narrative to share your ideas with a wide range of people, such as introducing our products and services to new clients and experts. You find that conversations often lead to strong relationships with people because you easily connect. You always look for the most efficient way to get things done, rather than the path of least resistance - for example you pick up the phone to get an answer to your questions straight away, rather than send an email and wait for a reply. Cold calling doesn’t phase you - what matters to you is to get results, and fast.
Your attitude is to roll up your sleeves and you enjoy being in the thick of the action. It matters a great deal to you to understand how your performance ranks against your own potential and against others, so you continuously seek feedback to make sure you can be at the top of your game. One of your clients preferring a competitor over you is not an acceptable state of affairs for you - you’re relentless in getting the data points you need to adjust your approach until you are their number one. With the soft skills gained on the job (hard skills are getting displaced by machines), you aspire to a future as a high EQ business leader.

Responsibilities

Salesperson: listen to your clients and tailor our offering in a way that best suits their unique needs. Use your negotiation and persuasion skills to create value for our specialists.
In practice: you will pitch our entire suite of products (content and expert calls) to investors in your book of business, and you will convince experts (from CEOs to technical experts) to speak to your clients about their industry.
Business developer: understand the drivers of profitable revenue and find your path to grow it. Work with your team to execute strategies for the accounts you are responsible for.
In practice: this could mean calling investors who have never used our services to build relationships and get business from them.
Problem solver: A client can challenge you with any company name and questions: you’ll break down an industry within minutes, suggest who they should speak with and what they should read.
In practice: you will search for relevant content and vet experts to support your clients at each stage of their research.You will not give them investment advice.
Learner: apply the knowledge and skills you acquire on the job to improve your productivity and find innovative ways to continue advancing our business model.
In practice: when a process gets in the way of your speed, you propose an alternate solution and speak with the right people to implement it.

FAQs

What are the main responsibilities of a Financial Services Associate in this role?

The main responsibilities include working with private equity funds to provide access to relevant experts and content, identifying and recommending resources throughout investment lifecycles, and delivering extraordinary results for clients and experts.

What skills are important for a Financial Services Associate to possess in this role?

Important skills for this role include strong commercial skills, the ability to work with complex projects, excellent communication and relationship-building skills, and the ability to make a meaningful impact on clients, experts, and colleagues.

How does the role of a Financial Services Associate contribute to the overall success of the firm?

Financial Services Associates play a crucial role in providing valuable insights and resources to private equity funds, which ultimately helps clients make informed investment decisions and achieve their financial goals. Their work directly impacts the success of the firm and its clients.

What opportunities for professional growth and development are available to a Financial Services Associate in this role?

Associates in this role have the opportunity to work with some of the brightest minds in the industry, gain valuable experience in private equity, and develop their commercial skills. They also have the chance to make a meaningful impact on clients, experts, and colleagues, and grow both personally and professionally.

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.