Associate, Public Equity Clients

1 month ago

Irving TX United States Third Bridge Full time
Company Description

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across eight offices.

Job Description

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

Community is a fast-growing, fast-paced, performance driven environment. As an Associate, you'll be the person driving relationships by enabling our clients to connect to the industry experts that will help them. During your initial training period, you'll hone your skills targeting, sourcing and screening relevant industry specialists, including C-Level executives at Fortune 500 companies. After this period, you'll advance to directly managing your own book of business comprised of major Public Equity and Credit investment funds . You'll spend much of your time on the phone, both with your clients, to unpack what they need from an expert, and with industry specialists, to find the perfect match. Ultimately, it's about uncovering what our clients need, digging deep to help them solve their most pressing problems, and connecting them to key thought leaders from every corner of the market.

Would you like to learn more about our early careers Associate position? Take our free virtual job simulation and learn what it is like to work in this role.

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..
Development

We are committed to helping everyone at Third Bridge grow and develop, this starts from day 1 and continues throughout your career Our comprehensive onboarding program includes both classroom-based and on-the-job learning that will teach you the fundamentals of our business, how our clients think, how to sell our value proposition to secure experts' membership into our network, and how to explore a multitude of industry sectors in order to provide excellent service to our clients.

You will also learn how to identify leading industry experts, as well as developing your communication skills to engage with these senior professionals and Key Opinion Leaders over the phone.

Typically, but not exclusively, after 4 to 6 months in your Third Bridge journey you will have mastered Specialist Management, and you will then progress to our Client Engagement Learning Programme to take on client relationship building and project management responsibilities. You'll learn how to engage with Public Equity & Credit investor clients, drive business results and lead project delivery teams.

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.

Qualifications

What we look for:

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.

Additional Information
  • Salary: A competitive base salary of $60,000 plus access to our bonus scheme after just 1 month
  • Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays
  • Learning: personal development allowance of $1,150 per year
  • Health and wellbeing: a variety of insurance plans, including health coverage by Empire Blue Cross Blue Shield - Medical Insurance, Dental insurance and Vision plan, plus a personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account). And also a variety of health and wellbeing events to focus on mental health.
  • Future and family: 401K matching up to 5% of your base salary, life insurance, a longterm disability policy dependent care FSA and pet insurance
  • Flexibility: work from anywhere for one month per year, 2 annual volunteer days, 2 personal days when life throws you a curveball and 'Summer Fridays'
  • Rewards: get points through our colleague-to-colleague recognition programme to spend on hotels, gift cards, donations to charity and more
  • Social: weekly optional social gatherings, daily breakfast and snacks, social events
  • ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge)
  • Frontline Innovation: your chance to share your ideas for improvement through Hackathons and other events

  • Associate, Private Equity Clients

    1 month ago

    Dallas, TX, United States Third Bridge Full time

    Company DescriptionAbout Third Bridge Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights...

  • Accounting Associate

    4 weeks ago

    Irving, United States Hoxton Circle Full time

    Job DescriptionJob DescriptionThe Accounting Associate will play a key role in the financial operations of a private equity-backed shared service team, responsible for supporting accounting activities across multiple portfolio companies. This role is ideal for a detail-oriented individual with a strong foundation in public accounting and a desire to...

  • Client Relations Associate

    3 months ago

    Irving, United States Elite GI. Full time

    At Elite Generations, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Relations Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outreach. In this role, you'll take a proactive approach to support innovative...

  • Client Relations Associate

    3 months ago

    Irving, United States Elite GI. Full time

    Job DescriptionJob DescriptionAt Elite Generations, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Relations Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outreach. In this role, you'll take a...

  • Client Relations Associate

    4 weeks ago

    Irving, United States Elite GI. Full time

    Job DescriptionJob DescriptionAt Elite Generations, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Relations Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outreach. In this role, you'll take a...

  • Client Success Associate

    3 days ago

    Irving, Texas, United States Gartner Full time

    About the Role:The Client Success team at Gartner follows a Client for Life Philosophy, ensuring every client receives value far exceeding their investment. As a Client Success Associate, you will be responsible for onboarding clients, proving the concept of Gartner services, and stimulating client engagement of products used by large client teams.Key...

  • Financial Operations Associate

    2 weeks ago

    Irving, Texas, United States Hoxton Circle Full time

    Job OverviewThe Financial Operations Associate will be integral to the fiscal management of a private equity-backed shared service team, tasked with facilitating accounting functions across various portfolio companies. This position is well-suited for a meticulous individual with a solid background in public accounting, eager to transition into a vibrant...

  • Accounting Associate

    2 weeks ago

    Irving, United States Hoxton Circle Full time

    Job DescriptionJob DescriptionThe Accounting Associate will play a key role in the financial operations of a private equity-backed shared service team, responsible for supporting accounting activities across multiple portfolio companies. This role is ideal for a detail-oriented individual with a strong foundation in public accounting and a desire to...

  • Client Support Associate

    2 weeks ago

    Irving, Texas, United States RPC Company Full time

    Job OverviewClient Support AssociateStandard working hours: M-F 8-5Compensation: $18/hrOnsite position with potential for permanent placement and opportunities for advancement.Key ResponsibilitiesWelcome clients warmly and identify the issue or reason for their inquiry.Maintain a courteous and professional demeanor towards clients.Address client requests...

  • Investment Associate

    3 months ago

    Milwaukee, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment...

  • Retail Bike Associate

    1 month ago

    Minneapolis, MN, United States Public Lands Full time

    At Public Lands you can turn your passion for the outdoors into a career. Our mission is to celebrate and protect our public lands, ensuring everyone can explore our great outdoors. We are committed to creating an inclusive and diverse workforce, reflecting the communities we serve. On our team, everyone plays a critical role providing genuine, helpful,...

  • Client Service Associate

    1 day ago

    , TX, United States Truist Full time

    Job DescriptionJob Summary:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Truist. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our financial advisors and clients.Key Responsibilities:Assist financial advisors in servicing clients,...

  • Associate Client Strategist

    2 weeks ago

    Irving, Texas, United States Epsilon Data Interactive, Inc. Full time

    Location: RemoteImpact Overview:As an Associate Client Strategist at Epsilon Data Interactive, Inc., you will be pivotal in expanding our existing client portfolio. Your role will involve utilizing your knowledge to identify, persuade, present, and finalize agreements with clients.Key Responsibilities:In this position, you will:Client Engagement: Establish...

  • Retail Sales Associate

    1 month ago

    Minneapolis, MN, United States Public Lands Full time

    At Public Lands you can turn your passion for the outdoors into a career. Our mission is to celebrate and protect our public lands, ensuring everyone can explore our great outdoors. We are committed to creating an inclusive and diverse workforce, reflecting the communities we serve. On our team, everyone plays a critical role providing genuine, helpful,...

  • Public Health Nurse Home Visitor

    3 months ago

    Philadelphia, PA, United States Public Health Management Corporation Full time

    Public Health Nurse Home Visitor (Mabel Morris Program)PHMC is proud to be a leader in public health. PHMC requires that all employees are fully vaccinated with the Covid-19 vaccine before the first day of employment. We are looking for compassionate and motivated nurses to work with families towards our shared goals. JOB OVERVIEW: The Public Health Nurse...

  • Associate, Consulting Clients

    1 month ago

    University Park, TX, United States Third Bridge Full time

    Company DescriptionAbout Third Bridge Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights...

  • Client Success Associate

    2 days ago

    Irving, Texas, United States Gartner Full time

    About the RoleThe Client Success team at Gartner follows a Client for Life Philosophy, ensuring every client receives value far exceeding their investment. As a Client Success Associate, you will be responsible for partnering with clients to understand their business priorities, breaking down challenges, and identifying effective ways to support them in...

  • Senior Marketing Strategist for Public Sector

    2 weeks ago

    Irving, Texas, United States Gartner Full time

    Position Overview:At Gartner, we provide actionable insights and objective analysis to empower executives and their teams. Our expertise and tools facilitate informed decision-making and enhance performance in critical organizational priorities. The Corporate Marketing division is dedicated to comprehending the requirements of our clients and the communities...

  • Senior Marketing Strategist for Public Sector

    2 weeks ago

    Irving, Texas, United States Gartner Full time

    Position Overview:At Gartner, we provide actionable, unbiased insights to executives and their teams. Our expert guidance and tools facilitate quicker, smarter decisions and enhance performance on critical organizational priorities. The Corporate Marketing division is dedicated to comprehending the requirements of our customers and the communities we serve,...

  • Client Relations Associate

    2 weeks ago

    Irving, Texas, United States Nautilus Hyosung America Full time

    Position OverviewAs a Client Support Specialist, you will be the first point of contact for our valued customers. Your primary responsibility will be to warmly greet clients and identify their needs or concerns.Key ResponsibilitiesHandle customer inquiries and resolve issues through effective communication.Manage customer feedback and complaints via various...