Associate, Client Engagement

Company Description

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 1,500+ employees located across eleven offices.

Job Description

Position Overview

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. We are seeking a highly motivated and commercially minded professional to join our Client Engagement team, which supports both our new business acquisition and account management teams based in Europe and North America in boosting client engagement with Third Bridge's products and services.

The successful candidate will work closely with stakeholders to design and deliver engagement strategies that highlight Third Bridge's unique content offering, ultimately helping to acquire new clients and maximize usage across our existing client base.

Key Responsibilities

New Client Acquisition Support

• Partner with New Client Acquisition team members to develop compelling pitch decks that showcase Third Bridge's content offering to prospects.
• Conduct portfolio analyses to highlight the relevance and depth of Third Bridge's content for targeted client portfolios.
• Create specialist showcases to illustrate the caliber of experts available for 1-to-1 calls, tailored to client needs and interests.

Account Management Support

• Conduct portfolio and content coverage analyses to identify cross-sell opportunities and provide insights to the Content Strategy team.

• Collaborate with AM teams to design and execute content pushes, including:

• Showcasing top-read content

• Surfacing relevant content based on news flow
• Highlighting content aligned with client interests and coverage areas with the aim of deepening client engagement and increasing Library usage.
• Create and maintain up-to-date user preferences on our client portal
• Produce and send client usage reports to clients on a weekly/monthly basis
• Respond to client queries around usage reporting

Market & Content Expertise:

• Maintain an active interest in the private equity market and demonstrate strong knowledge of recent PE deals and industry trends.
• Monitor daily news flow and provide insights that can inform content engagement strategies.
• Leverage tools such as Mergermarket, CapIQ, PitchBook, and other PE-related news sources to stay informed and deliver value-added analyses.

Qualifications

Requirements

• Strong commercial acumen.
• Prior exposure to and deep interest in the private equity market.
• Demonstrated ability to keep up to speed with fast-moving news flow and translate insights into actionable strategies.
• Familiarity with platforms such as PitchBook, Preqin and other industry resources.
• Excellent presentation and communication skills, with the ability to craft compelling materials tailored to client needs.
• Highly organized, detail-oriented, and able to manage multiple projects simultaneously.
• Collaborative mindset with experience working cross-functionally, ideally in partnership with Sales or Account Management teams.

Qualifications

• Master's degree
• 3-5 years of experience in the financial services industry working with PE funds
• Excellent interpersonal and writing skills with proven experience in communicating effectively
• Excellent English language skills
• Eligible to work in India (Mumbai) without requiring sponsorship now or in the future

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.