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Associate, Funds Clients

📍 Location
Shanghai
⏰ Job Type
Full-time
📅 Posted
June 03, 2026

About the Role

Job Description

This role is in our Client Services business, specifically within the Public Equity and Credits vertical.

As an Associate, you’ll be the person driving revenue by enabling our clients to connect to the industry experts that will help them. After your initial training period, where you’ll hone your skills targeting, sourcing and screening relevant industry specialists, you’ll start directly managing your own book of business. You’ll spend much of your time on the phone, both with your clients, to unpick what they need from an expert, and with industry specialists, to find the perfect match. Ultimately, it’s about uncovering what our clients need, and digging deep to find out whether the experts we identify know the answers to the questions our clients want to ask.

Responsibilities

  • Understand Public Equity client needs and the most relevant experts that could help them.
  • Deliver excellent client service by being a fa...
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