Client Engagement Associate (Advisory)

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

Private Markets at Third Bridge supports European and North American Private Equity funds with their primary research needs by leveraging a portfolio of services & content available.

You will join an exciting new team with an ambitious mandate where you will get start-up experience within an established business & brand. In this unique role, you will be part of a team developing and delivering adjacent solutions and services for our PE clients and internal teams. This would require you to deliver customized solutions/services and project-specific support to the internal client services team. 

This multifaceted role requires a high degree of adaptability and understanding of client and internal stakeholders' needs while being able to juggle multiple priorities against tight deadlines. 

Responsibilities

• Deliver customized solutions and services for PE clients, including but not limited to: managing large data sets for clients, preparing pitch decks, building out Executive Timelines, etc.

• Develop project-specific solutions for clients based on their needs

• Support Third Bridge’s Advisory Solutions teams as and when needed

• Track client timelines and ensure deliverables are prepared and delivered in a timely manner

• Map and maintain a database of executive teams from a wide range of companies that may be interesting to our Private Equity clients

Qualifications

A successful candidate will

• Be passionate about building a new team and product

• Have demonstrable experience in researching and organizing large data sets 

• Be able to confidently and professionally interact with PE Investment Professionals and Senior industry executives

• Have a highly analytical mindset with the ability to put themselves in our clients’ shoes

• Have impeccable attention to detail

• Be a results-driven team contributor who is able to effectively manage their time while maintaining a positive and “can-do” attitude

• Be able to thrive in hybrid remote and in-office environments

Qualifications

• 1-2 years of experience in the financial services industry 

• Well versed with Microsoft excel and powerpoint

• Has experience in managing large data sets

• Proficient in English 

• Eligible to work in India (Mumbai) without requiring sponsorship now or in the future.

Additional Information

Why work for us?  

What can you expect:

• 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 reimbursment yearly for customized 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 energized 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