Private Equity Operations Associate

Summary

Join Third Bridge as a Private Equity Operations Associate and support both the Private Equity team and clients with data analysis, verification, and reporting. You will create and distribute usage reports and analysis to clients, produce custom reports on request, and generate internal reporting and analysis to understand performance and identify areas for improvement. Responsibilities include inputting, maintaining, and reviewing data to ensure accuracy. You will also monitor data capture, update client information, and support the Business Development team. This role requires strong analytical skills, experience with data entry and analysis, and excellent communication skills. A flexible and adaptable personality is essential.

Requirements

• 2+ years of experience in data entry and analysis
• Organised and detail-oriented individual
• Ability to multitask and prioritise different requests at one time
• Good communication skills, including excellent written and verbal English skills and experience in a client facing role, ideally with EU/US based clients
• Ability to analyse data sets and make recommendations
• Experience in data entry and with Excel and/or Google Sheets is a must, and experience with Salesforce helpful but not required
• A flexible and adaptable personality combined with a resourceful and positive attitude is essential

Responsibilities

• Support both the Third Bridge Private Equity team and their clients with data analysis, verification, and reporting
• Create and distribute usage reports and analysis to Third Bridge’s clients on a regular cadence, as well as producing custom reports on request
• Create bespoke internal reporting and analysis that enable the Private Equity leadership team across business units to understand performance and identify areas for improvement
• Inputting, maintaining and reviewing relevant data to ensure accuracy
• Sending client usage reports and responding to client queries relating to finance and/or usage
• Reviewing usage reports prior to sending to ensure that all calls and transcriptions are charged with the correct date
• Responding to ad hoc usage report or invoice-related queries from clients
• Producing custom reports for the PE leadership team relating to client usage across Third Bridge’s products, as well as internal team and individual performance trends
• Building and maintaining internal tracking reports and process documentation
• Analysing trends and sharing recommendations to the PE leadership based on observations and data insights
• Proposing process improvements for ongoing reporting and tracking
• Monitoring data capture for Project Codes and collaborating with departments to ensure accurate and timely information is gathered
• Updating client information on Third Bridge’s Intranet and Salesforce
• Monitoring Third Bridge’s Intranet and Salesforce for duplicates and accuracy
• Supporting the Business Development team in identifying accurate client information, including contact details
• Spot checking internal client settings to ensure they align with contractual agreements and identifying potential revenue leakage

Benefits

• Competitive Compensation: Enjoy a competitive salary reflective of your skills and experience
• Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure
• Learning & Development: Receive a personal development reimbursement yearly for customised learning programs. Additionally, a dedicated budget supports studies and job-related qualifications
• Health & Well-being: Access private medical insurance, maternity benefits, and engage in various events promoting mental health
• Life Cover: Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC
• Flexibility: Embrace our work-from-anywhere policy, hybrid work options, and enjoy "Winter Fridays."
• Fun at Work: Unwind in our breakout area with games like foosball, Table Tennis, and PlayStation5
• Recognition & Rewards: Earn points through our colleague-to-colleague recognition program, redeemable for hotels, gift cards, charity donations, and more
• Snacks & Refreshments: Stay energised with daily snacks, tea, and coffee provided
• CSR Days: Contribute to social responsibility with 2 CSR days annually – take time off to volunteer