Associate, Client Engagement Specialist

1 month ago


Mumbai, Maharashtra, India Third Bridge Full time
Job Description

At Third Bridge, we are seeking a highly skilled and motivated Associate, Client Engagement to join our Private Markets team. As a key member of our team, you will be responsible for delivering customized solutions and services to our Private Equity clients, including providing 1-1 interview summaries, building out Executive Timelines, and leading expert calls on behalf of clients.

The ideal candidate will have a strong analytical mindset, excellent interpersonal and writing skills, and the ability to confidently and professionally interact with PE Investment Professionals and Senior industry executives. A Master's degree and 1-2 years of experience in the financial services industry working with PE funds are required.

We offer a competitive compensation package, including a salary reflective of your skills and experience, as well as a range of benefits, including private medical insurance, maternity benefits, and a dedicated budget for studies and job-related qualifications.

As a member of our team, you will have the opportunity to work on a variety of projects, develop your skills and expertise, and contribute to the growth and success of our company.

Key Responsibilities:

  • Deliver customized solutions and services to Private Equity clients
  • Provide 1-1 interview summaries and build out Executive Timelines
  • Lead expert calls on behalf of clients
  • Develop project-specific solutions for clients based on their needs and budget
  • Monitor European and North American private equity deal flow and uncover opportunities for the team to recommend specialists, content, and services proactively to relevant clients
  • Support client services and new client acquisition teams by developing internal pitch decks

Qualifications:

  • Master's degree
  • 1-2 years of experience in the financial services industry working with PE funds
  • Excellent interpersonal and writing skills
  • Ability to confidently and professionally interact with PE Investment Professionals and Senior industry executives
  • Highly analytical mindset


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