Client Engagment Associate at Third Bridge

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Dec, 25

Salary

70000.0

Posted On

16 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Curiosity, Communication, Project Management, Relationship Building, Organization, Commercial Awareness, Persistence, Travel Enthusiasm

Industry

Information Services

Description

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 1,600 employees located across twelve offices. Job Description We’re looking for a high-energy Client Engagement Associate ready to support conversations with some of the most prominent Portfolio Managers and Analysts in the US Credit market. You’ll be embedded in the day-to-day workflows of our clients, helping them leverage Third Bridge’s expert call and transcript services to make better, faster investment decisions. This role blends relationship building, project management, and deep curiosity for how Credit investors operate. 🚀 What You’ll Do Plan and support virtual + in-person meetings with stakeholders ranging from Associate to Portfolio Manager Create quarterly engagement plans: user targeting, sector priorities, feedback tracking Proactively source expert project opportunities based on client research priorities Collaborate with Account & Project Managers to drive client retention and revenue Learn the language, cadence, and decision-making of Credit investors Travel frequently to support in-person meetings, events, and roadshows (up to 50%) Qualifications 🧠 Who You Are Curious about markets, fixed income, and how investment teams actually work Comfortable speaking to analysts and senior PMs alike Ready to support a fast-paced, strategic client book with a senior partner Highly organized, commercially driven, and persistent in follow-up Energized by travel, meetings, and juggling multiple stakeholders Willingness to travel and frequently entertain clients outside work hours (e.g., dinners, events) 📈 What Success Looks Like You consistently and creatively engage top accounts with a mix of meetings, calls, and emails You help track upcoming renewals and collect feedback to support retention You identify new client’s investment research project opportunities and help bring them to life You stay close to the Credit market, tracking CLOs, BDCs, Loans, and Bonds to stay relevant You bring energy, rigor, and curiosity to your work every day Additional Information We truly care about our people so in return for your work, you’ll get: Salary: $65,000-70,000 basic dependent on experience + get rewarded for your success with our commission scheme. Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays Learning: personal development allowance of $1,150 per year. Health and wellbeing: a variety of insurance plans, including health coverage by Empire Blue Cross Blue Shield. Medical Insurance, Dental insurance and Vision plan, plus a personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account). And also a variety of health and wellbeing events to focus on mental health. Future and family: 401K matching up to 5% of your base salary, life insurance, a long-term disability policy dependent care FSA and pet insurance. Flexibility: work from anywhere for one month per year, 2 annual volunteer days, 2 personal days when life throws you a curveball and 'Summer Fridays' Rewards: get points through our colleague-to-colleague recognition programme to spend on hotels, gift cards, donations to charity and more. Social: weekly optional social gatherings, daily breakfast and snacks, social events - ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge) Frontline Innovation: your chance to share your ideas for improvement through Hackathons and other events 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.

Responsibilities

The Client Engagement Associate will support conversations with Portfolio Managers and Analysts in the US Credit market, helping them leverage expert call and transcript services. This role involves planning meetings, creating engagement plans, and collaborating with Account & Project Managers to drive client retention and revenue.