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About the Role

TPG seeks to recruit an Associate level team member to support the growth and success of TPG’s fundraising efforts in the Wealth channel. The successful candidate will benefit from a broad range of responsibilities alongside senior members of the Wealth team, focusing on content development, investor communications, marketing & fundraising activities, and firm strategic priorities across TPG’s growing suite of wealth evergreen product solutions.

Responsibilities

Support the continued development of wealth product solutions alongside senior members of the wealth team.
Maintain and update marketing materials such as investor presentations, pitch books, and related decks.
Create new content and define messaging around investment strategy, investment performance, and fund offerings.
Maintain an ongoing understanding of fund positioning, portfolio names, and current exposures.
Analyze drivers of investment performance and portfolio attribution.
Develop commentary and summarize key observations for internal and external communications.
Organize and develop responses to DDQs/RFPs/RFIs, investor inquiries, and ad hoc data requests, often leading project management.
Coordinate investment and operational due diligence meetings.
Assist in drafting written investment and outlook materials, including quarterly capital markets reviews and monthly internal co-CEO/CIO updates.
Assist in ensuring the accuracy and timeliness of monthly fund reporting, exposure reports, and investor letters.
Assist in developing fund-level and investor/account-specific update materials.
Conduct periodic special projects related to fundraising, investor commitment activity, and competitor market intelligence.

Requirements

2+ years of experience in investment management or a related financial field.
Solid understanding of financial markets with particular knowledge of credit and fixed income products and alternative investments.
Ability to attain Series 7 and 63 license within 6 months of joining.
Proactive, motivated, and organized.
Ability to multi-task and prioritize in a demanding environment with a dynamic pace.
Exceptional time, organizational, and project management skills.
Strong quantitative abilities.
Accounting and/or financial analysis experience is a plus.
Outstanding communication skills, including verbal, written, and presentation skills.
Ability to articulate messaging effectively and express complex information concisely for both internal and external audiences.
Advanced experience with Excel, Word, and PowerPoint is essential.
Working familiarity with Bloomberg, Salesforce, Preqin, and other market data systems is a plus.
Ability to coordinate and build relationships across multiple internal groups including investments, sales/marketing, accounting, operations, legal, client reporting, and client services.
Superior attention to detail.

Skills

Financial Markets Knowledge
Credit and Fixed Income Products Knowledge
Alternative Investments Knowledge
Quantitative Abilities
Financial Analysis
Verbal Communication
Written Communication
Presentation Skills
Excel Proficiency
Word Proficiency
PowerPoint Proficiency
Bloomberg Familiarity
Salesforce Familiarity
Preqin Familiarity
Project Management
Organizational Skills
Time Management
Relationship Building

Location

Global

Work Type

Full-time

Experience Level

Associate

Education Level

Educational degree in Accounting, Business/Finance or Mathematics preferred
Post graduate qualifications favorable (CFA, CAIA, etc.)

Salary/Compensations

$120,000 – $150,000

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 $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 an equal employment opportunity employer that provides equal employment opportunities to all employees and applicants without regard to age, race, religion, color, national origin, ancestry, sex, sexual orientation, gender (including gender identity and expression), alienage or citizenship status, military or veteran status, physical or mental disability, medical condition, genetic information, pregnancy status, breastfeeding (or related medical conditions), familial status, caregiver status, or any other category protected by applicable federal, state, or local laws.