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About the Role

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

Responsibilities

• Develop and maintain a detailed understanding of client coverage, business plans, and support needs.
• Assist in building, maintaining, and executing a client coverage strategy for institutional products.
• Maintain a thorough understanding of TPG’s product strengths and applicability, applying this knowledge in written and verbal communication with clients and prospects.
• Independently manage correspondence, including facilitating informational requests from clients/prospects and identifying potential sensitivities.
• Collaborate with internal client service, product, accounting, and other teams to gather necessary information for effective responses.
• Assemble detailed meeting follow-up emails with customized data or research.
• Source, evaluate, and initiate the RFP/DDQ process with sales/client service.
• Utilize Salesforce to manage the sales process, client engagement, and research.
• Create and update contact and coverage records, maintaining current details on contacts and organizations.
• Obtain meeting details and organize relevant information, including company research, news, portfolio information, and competitive analysis.
• Create and track opportunities to support pipeline management and outreach, incorporating changes from team communications.
• Proactively prompt and suggest client follow-up and action items to senior coverage personnel, aligned with outreach strategy.
• Assist in tiering marketer organizations by interest/priority.
• Provide updates on industry insights, including flows, strategic trends, top asset gatherers, and performance data.
• Research industry news and trade publications, updating findings in CRM.
• Assist in coordinating and organizing group events, such as Portfolio Management conference calls and Capital Markets or product event presentations.
• Lead material creation for strategic partnership proposals in conjunction with strategic partnership and product teams.

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 numerous relationships with competing deadlines.
• Maturity and strong judgment.
• Strong communication skills (in-person and email) with internal stakeholders and clients.
• Highly proficient at process management.
• Proactive approach to analyzing investment data and summarizing it in a client-friendly fashion.
• Basic knowledge of financial markets and an interest in strengthening knowledge of markets and TPG’s investment strategies.
• Ability to think ahead, identify potential issues/conflicts/follow-up items, and communicate them proactively.
• Very strong organization skills, keen attention to detail, and effective time management skills.
• Advanced knowledge of Microsoft Office applications (Word, Excel, PowerPoint).
• Working knowledge of CRM, preferably Salesforce.
• Series 7 and 63 license or ability to attain within 6 months of joining.
• US work authorization required.

Skills

• Salesforce
• Microsoft Office Suite (Word, Excel, PowerPoint)

Location

• Western US

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 be available

About the Company

• TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with $327 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.
• TPG’s success depends on its people, and it builds and sustains its world-class team by creating an inclusive, supportive culture within the firm that seeks excellence and encourages humility and transparency.
• TPG is committed to a diverse, equitable, and inclusive workplace to foster diversity of thought and reflect the breadth of its limited partners and portfolio companies.

Equal Opportunity

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