Private Equity Operations Associate

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 12 offices.

The Private Equity Operations Associate is responsible for supporting both the Third Bridge Private Equity team and their clients with data analysis, verification, and reporting. This role involves creating and distributing usage reports and analysis to Third Bridge’s clients on a regular cadence, as well as producing custom reports on request. It also encompasses creating bespoke internal reporting and analysis that enable the Private Equity leadership team across business units to understand performance and identify areas for improvement. A central part of both of these responsibilities is also inputting, maintaining and reviewing relevant data to ensure accuracy.

Client Usage Reports:

• Sending client usage reports and responding to client queries relating to finance and/or usage
• Reviewing usage reports prior to sending to ensure that all calls and transcriptions are charged with the correct date
• Responding to ad hoc usage report or invoice-related queries from clients

Internal Usage Reporting:

• Producing custom reports for the PE leadership team relating to client usage across Third Bridge’s products, as well as internal team and individual performance trends.
• Building and maintaining internal tracking reports and process documentation
• Analysing trends and sharing recommendations to the PE leadership based on observations and data insights
• Proposing process improvements for ongoing reporting and tracking

Data input, maintenance & review:

• Monitoring data capture for Project Codes and collaborating with departments to ensure accurate and timely information is gathered
• Updating client information on Third Bridge’s Intranet and Salesforce
• Monitoring Third Bridge’s Intranet and Salesforce for duplicates and accuracy
• Supporting the Business Development team in identifying accurate client information, including contact details
• Spot checking internal client settings to ensure they align with contractual agreements and identifying potential revenue leakage

• 2+ years of experience in data entry and analysis
• Organised and detail-oriented individual
• Ability to multitask and prioritise different requests at one time
• Good communication skills, including excellent written and verbal English skills and experience in a client facing role, ideally with EU/US based clients.
• Ability to analyse data sets and make recommendations
• Experience in data entry and with Excel and/or Google Sheets is a must, and experience with Salesforce helpful but not required
• A flexible and adaptable personality combined with a resourceful and positive attitude is essential

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 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