AssociateSenior Associate, New Client Acquisitions

Third Bridge; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services company in Greater London is seeking a Private Equity New Client Acquisition Associate to support sales and enhance client relationships. The role focuses on researching target firms, scheduling appointments, and providing exceptional service to prospects. The ideal candidate has a client-first mindset, excels in communication, and has experience in cold outreach. With a full-time employment position and a commitment to diversity, the company promotes an inclusive environment for all candidates.

Benefits

25 vacation days plus UK Bank Holidays

£1000 personal development allowance per year

Private medical insurance and healthcare cash plan

Pension contributions of 4%

Work from anywhere for one month per year

Weekly optional social gatherings

Qualifications

• Experience with cold outreach to prospect clients.
• Proven track record of exceeding targets and growing accounts.
• Self-starter mentality with the ability to work autonomously and collaboratively.

Responsibilities

• Map and research target Private Equity firms and leads.
• Prospect and schedule appointments for introductory presentations.
• Prepare relevant content and specialist profiles for client engagement.
• Monitor private equity market news flow and deal flow daily.

Skills

Business Development

Organizational Management

Accounting

Analysis Skills

Meeting Facilitation

Microsoft Powerpoint

Microsoft Excel

Private equity

Financial Modeling

Writing Skills

Job description

The Private Equity New Client Acquisition (NCA) Associate role is a great opportunity to build a foundation in sales, develop business acumen, deepen your understanding of the sales process and develop lead generation skills within a sales organization. You will be responsible for supporting the new client acquisition process for the European & US Private Equity business and partner with the Sales Reps in driving new client opportunities. This skillset is critical for those wanting to pursue a career in frontline sales.

Responsibilities

• Map and research target Private Equity firm/qualified leads identifying appropriate contacts and potential hooks for sales opportunities in order to drive forward the sales process.

• Prospect and schedule appointments by cold call e‑mail or external research tools such as LinkedIn to secure meetings for introductory presentations.

• Prepare relevant content and specialist profiles to showcase the full range of Third Bridges products and services and assist on prospective client presentations and demos where required.

• Source relevant specialists to showcase to clients which may require custom recruitment.

• Support the onboarding process for clients who agree to trial subscriptions, monitor usage and drive relationship development of these clients in collaboration with Client Services.

• Coordinate appointments with prospective clients by preparing and distributing materials and managing logistics of client meetings.

• Monitor private equity market news flow and deal flow on a daily basis.

• Provide general sales support by updating Salesforce and logging all contact information and communications within Salesforce as well as providing any general sales rep support or data entry.

Qualifications

• Experience with cold outreach to prospect clients.

• Client‑first mindset; superior client service ethic.

• A strong understanding of Third Bridges product offering and value proposition for our PE client base.

• Proven track record of exceeding targets and growing accounts fueled by a passion for delivering value to clients.

• Demonstrable problem solving, communication and client relationship building and management skills.

• Exceptional collaboration, prioritisation, critical thinking and influencing skills.

• Excellent research and investigative abilities.

• Ability to drive urgency in the sales cycle and achieve measurable goals.

• Self‑starter mentality with the ability to work autonomously as well as collaboratively within a team.

Additional Information

• Vacation: 25 days (which increases to 28 days after 2 years of service) plus UK Bank Holidays
• Learning: personal development allowance of 1000 per year
• Health and wellbeing: private medical insurance and healthcare cash plan; a variety of health and wellbeing events to focus on mental health; Ride to Work scheme (savings on bikes and accessories)
• Future and family: pension contributions of 4 % (increases with tenure) and life insurance of 4 × your base salary
• Flexibility: work from anywhere for one month per year; 2 annual volunteer days; 2 personal days when life throws you a curveball; Summer Fridays
• 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 you are right for the role please apply anyway and we will be happy to consider your application.

Remote Work

No

Employment Type

Full‑time

Key Skills

Business Development, Organizational Management, GAAP, Accounting, Analysis Skills, Meeting Facilitation, Microsoft Powerpoint, Investment Banking, Microsoft Excel, Private equity, Financial Modeling, Writing Skills

Experience

years

Vacancy

1