Associate, Client Coverage, Credit

Growth Equity Interview Guide; City of Rochester (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Paid time off

Inclusive workplace culture

Job summary

TPG is seeking a Credit Associate in its Client Coverage group to support institutional sales efforts. You will help develop marketing strategies, manage client communications, and conduct industry research in a fast-paced asset management environment.

The role emphasizes fundraising support, strong organization, and the ability to obtain Series 7 and 63 licenses within six months. A focus on collaboration and inclusion is highlighted within the team culture.

Qualifications

• 2+ years of fundraising support experience within asset management.
• Strong communication skills, both in-person and via email.
• Highly proficient at process management and coordination.
• Basic knowledge of financial markets.
• Very strong organization and attention to detail.
• Advanced knowledge of Microsoft Office applications (Outlook, Excel, PowerPoint).
• Ability to obtain Series 7 and 63 licenses within 6 months.

Responsibilities

• Assist in building and executing marketing strategies.
• Communicate effectively with clients and prospects.
• Organize and track client meeting details.
• Research industry trends and insights.
• Coordinate group events and presentations.

Skills

Fundraising support

Communication skills

Process management

Financial markets knowledge

Organization skills

Series 7/63 licensing readiness

Tools

MS Office

Job description

The CCF Client Coverage, Credit Associate role at TPG is an exciting opportunity to support the firm’s institutional sales efforts. You’ll be involved in developing marketing strategies, managing client communications, and conducting industry research. This position is perfect for someone with a strong background in fundraising support and a passion for the financial markets.

What You’ll Do

• Assist in building and executing marketing strategies
• Communicate effectively with clients and prospects
• Organize and track client meeting details
• Research industry trends and insights
• Coordinate group events and presentations

What You Need

• 2+ years of experience in a fundraising support role for an asset management firm preferred
• Strong communication skills, both in-person and via email
• Highly proficient at process management
• Basic knowledge of financial markets
• Very strong organization skills and attention to detail
• Advanced knowledge of Microsoft Office applications
• Ability to obtain Series 7 and 63 licenses within 6 months

What You’ll Love

• Competitive salary and total rewards package
• Paid time off to recharge
• Inclusive and supportive workplace culture

About the Firm

• TPG is a leading global alternative asset management firm
• Founded in San Francisco in 1992
• Manages $306 billion in assets
• Invests across various strategies including private equity and credit
• Values collaboration, innovation, and inclusion