Associate, Funds Clients

Summary

Join Third Bridge, a leading investment research firm, as an Associate in Client Services, driving revenue by connecting clients with industry experts. After initial training in targeting, sourcing, and screening specialists, you will manage your own book of business, spending time on the phone with clients and experts to find perfect matches. You will uncover client needs and find experts who can answer their questions. The role involves understanding public equity client needs, delivering excellent client service, engaging with industry experts, and negotiating expert connections. After 4-5 months, you will drive long-term performance by understanding client research needs and monitoring content effectiveness. Third Bridge offers comprehensive onboarding and development programs, with opportunities for career advancement.

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 organize your time well, have great attention to detail and adhere to our compliance framework
• You’ll be responsible for building relationships with our Public Equity clients as well as a wide variety of industry experts across different industries and seniority levels, so you need to have great communications skills (both written and verbal) and be able to adapt your communication style effectively
• Your projects will span a wide variety of industries and geographies which you will need 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 Equity & Credit clients operate in. Keeping up with their direction of research, which may require continual and frequent projects
• Our services are in high demand and we all work to targets so 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 is essential - you’ll be collaborating with colleagues locally and internationally when executing on projects
• With a culture centered around feedback and open communication, we look for people who are open to continuous professional development
• A degree, with strong academic credentials and/or extensive experience in a client-facing role

Responsibilities

• Understand Public Equity client 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 to understand whether they are the right fit
• Negotiate and persuade experts to connect with our clients at short notice, 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 book of business, by understanding the clients’ research needs and monitoring how our content can best help them on a continual basis

Benefits

• Salary: competitive base salary with access to our bonus scheme, plus and increase on you base salary on your 12 month anniversary
• Vacation : 15 days (which increases to 20 days after 2 years of service)
• Learning : personal development allowance of ￥9 ,000 per year, which can be used for any learning programmes you feel would be beneficial for you
• Health and wellbeing : private medical insurance, Modern Health to focus on mental health. Supplementary housing allowance
• Future and family : pension scheme and vitality private medical insurance
• Flexibility: 2 annual volunteer days, 2 personal days, Work from Anywhere program, and flex days, offered at the company’s discretion and subject to annual review
• Social : weekly optional social gatherings, daily breakfast and snacks, social events