Investment Research Associate

3 weeks ago

Wilmer, Texas, United States Third Bridge Full time
About the Role

We are seeking a highly motivated and detail-oriented Investment Research Associate to join our Community Team within the Public Equities & Credit vertical. As an Associate, you will play a critical role in building relationships with our clients and industry experts, driving business results, and leading project delivery teams.

Key Responsibilities
  • Understand client needs and identify relevant industry experts to help them achieve their goals.
  • Deliver exceptional client service by being a responsive, thoughtful, and proactive research partner.
  • Engage with industry experts to understand their expertise and match them with clients' needs.
  • Negotiate compensation rates and persuade experts to connect with clients on short notice.
  • Develop and maintain a deep understanding of client research strategies and industry trends.
Development Opportunities

We are committed to helping our team members grow and develop throughout their careers. Our comprehensive onboarding program includes classroom-based and on-the-job learning, teaching you the fundamentals of our business, client needs, and how to sell our value proposition.

You will also learn how to identify leading industry experts, develop your communication skills, and engage with senior professionals and Key Opinion Leaders. As you progress, you will have the opportunity to take on client relationship building and project management responsibilities.

What We Look For
  • A strong academic background and/or extensive experience in a client-facing role.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple projects.
  • Strong attention to detail and ability to adhere to our compliance framework.
  • A passion for learning and staying up-to-date on industry trends.
What We Offer
  • A competitive base salary of $60,000 plus access to our bonus scheme.
  • A comprehensive benefits package, including health insurance, 401K matching, and paid time off.
  • Opportunities for professional development and career growth.
  • A dynamic and supportive work environment.

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