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About the Role

TPG has an exciting opportunity for a Client Coverage Associate to support TPG’s Institutional sales effort.

Responsibilities

• Develop and maintain an ongoing, detailed understanding of coverage, business plan, and support needs.
• Assist in building, maintaining, and executing a marketing strategy for a wide range of institutional products.
• Maintain a thorough understanding of TPG’s product strengths/applicability and apply that knowledge in written and verbal form to clients and prospects.
• Receive and send correspondence independently and on behalf of the team.
• Facilitate informational requests from clients/prospects with the ability to understand and identify sensitivities/potential issues.
• Work closely with internal client service, product, accounting, and other teams to gather information needed to respond effectively.
• Send detailed meeting follow-up emails including any relevant customized data or research to clients and prospects.
• Source, evaluate for appropriateness, and initiate RFP/DDQ process with sales/client service.
• Use Salesforce to manage sales process, client engagement, and research.
• Create and update contact and coverage records, maintain current details on contacts and organizations.
• Obtain meeting details and organize relevant information including research on the company, relevant news, portfolio information, and competitive analysis.
• Create and track progress of opportunities to support effective pipeline management and outreach, incorporating changes gleaned from reading team’s client meeting notes/email traffic.
• Assist in tiering marketer’s organizations in order of interest/priority.
• Provide updates on industry insights such as flows, strategic trends, top asset gatherers, and performance data.
• Research news and various industry trade publications; track and update findings in CRM.
• Assist in the coordination and organization of group events (i.e., Portfolio Management conference calls, Capital Markets or product event presentations with broad audiences).

Requirements

• Bachelor’s degree required.
• 2+ years of experience in a fundraising support role for an asset management firm preferred.
• Previous experience in a fast-paced client-oriented environment (supporting someone managing numerous relationships with competing deadlines).
• Maturity and strong judgment.
• Strong communication skills (both in-person and email, and with both internal stakeholders to drive fundraising processes, and with clients).
• Highly proficient at process management.
• Proactive approach to analyzing investment data and summarizing in a client-friendly fashion.
• Basic knowledge of the financial markets is required as well as an interest in and ability to strengthen knowledge of the markets in general, and specifically of TPG’s investment strategies.
• Capable of thinking ahead, identifying potential issues/conflicts/items requiring follow-up, and proactively communicating them to the team.
• Very strong organization skills, keen attention to detail, and effective time management skills.
• Advanced knowledge of Microsoft Office applications/functions required including Word, Excel, and PowerPoint.
• Working knowledge of CRM, preferably Salesforce.
• Series 7 and 63 license or ability to attain within 6 months of joining.

Skills

• Salesforce
• Microsoft Office
• Word
• Excel
• PowerPoint
• CRM

Location

• Global

Work Type

• Full-time

Experience Level

• 2+ years

Education Level

• Bachelor's degree

Salary/Compensations

• $120,000 – $140,000

Benefits

• Discretionary compensation
• Comprehensive health benefits
• Paid time off
• Other incentives may also be available to certain eligible employees

About the Company

• TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with $306 billion of assets under management and investment and operational teams around the world.
• TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion.
• Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities.
• TPG’s success depends on our people, and we build and sustain our world-class team by creating an inclusive, supportive culture within the firm that seeks excellence and encourages humility and transparency.
• The quality of our investments and our ability to build great companies depend on the originality of our insights.
• Reaching our firm’s full potential means supporting every team member to bring the fullness of their unique perspective to their work and to our community.
• We are committed to a diverse, equitable, and inclusive workplace to foster diversity of thought and reflect the breadth of our limited partners and portfolio companies.

Equal Opportunity

• We are committed to a diverse, equitable, and inclusive workplace to foster diversity of thought and reflect the breadth of our limited partners and portfolio companies.