Associate, Public Equity Specialist
3 weeks ago
This role is part of our Client Services Team, within the Public Equities & Credit vertical.
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 composed 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.
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 and through professional correspondences, to understand whether they are the right fit
- This would also involve regularly cold-calling potential experts who uniquely match the project requirements
- A substantial portion of your daily activities would involve engaging in telephone conversations with specialists who possess distinctive relevance to your clients' projects, frequently amidst stringent time constraints
- 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.
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 and how to explore a multitude of industry sectors in order to provide an excellent service to our clients.
You will also learn how to identify industry experts as well as developing your communication skills to engage with industry specialists/senior professionals over the phone.
Typically, but not exclusively, after 4 to 6 months in your Third Bridge journey you will have mastered Specialist Management, 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 investor and management consulting 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 choose your career track: either;
- 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 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 & Credit clients and industry experts by delivering a high-end customer experience throughout.
- Account Growth: Understanding the Public Equity & Credit client workflow and their long-term investment strategies, enabling you to be proactive and grow overall account performance.
- Commercial Acumen: understand and navigate corporate structures, sector value chains, and key stakeholders. Learn to identify key drivers and dynamics to understand your client's 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 to develop your Persuasion and Negotiation: learn how to effectively pitch to senior industry executives, persuade them to engage with clients and negotiate terms. You'll also learn how to persuade your clients to speak with the experts you know would be a great fit to support their research.
- Time Management: execute on multiple projects at a given time, manage competing priorities and changing client requests. Prioritisation and context switching 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.
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.
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