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Associate, Public Equity & Credit Clients

Mumbai, Maharashtra, India

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Job Title

Associate, Public Equity & Credit Clients

Location

Mumbai

Our India office is located in Mumbai, the commercial capital of India and centrally located to the railway station, sea link, and the upcoming metro stations and coastal road! Take a break away from the office to explore the local food court, coffee shops and recreational areas with colleagues and friends.

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Company Description

Company Overview

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 nine 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.

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

How will you be rewarded? 

  • 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.
  • Equal Opportunity Employer: Third Bridge is proud to foster diversity and inclusion. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local laws.

The successful candidate must, by the start of the employment, have permission to work in the country they are applying. 

We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application