Associate, Wealth Solutions

Growth Equity Interview Guide; City of Niagara Falls (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Collaborative team

Diverse strategies

Professional development

Competitive benefits

Job summary

TPG is seeking an Associate to join their Global Wealth Solutions team in New York. You’ll support fundraising efforts, develop wealth product solutions, and work closely with senior team members to manage investor communications and marketing materials.

You’ll analyze fund performance, assist in due diligence, and help prepare investment outlooks while ensuring accurate fund reporting. A background in investment management and strong Excel/PowerPoint skills are essential, with CFA/CAIA as a

Qualifications

• 2+ years of experience in investment management or related financial field.
• Degree in Accounting, Business/Finance, or Mathematics preferred.
• Strong understanding of financial markets, especially credit and fixed income products.
• Excellent communication skills, both verbal and written.
• Postgraduate qualifications like CFA or CAIA are a plus.

Responsibilities

• Support development of wealth product solutions with senior team members.
• Update and create marketing materials like presentations and pitch books.
• Analyze fund performance and summarize insights for communications.
• Manage responses to investor inquiries and due diligence requests.
• Assist in drafting investment outlook materials and reports.
• Ensure accuracy of fund reporting and investor updates.
• Conduct special fundraising and market intelligence projects.

Skills

Investment analysis

Quantitative skills

Communication skills

Education

Accounting/Finance/Mathematics degree

CFA/CAIA (plus)

Tools

Excel

PowerPoint

Word

Job description

TPG is looking for an Associate to join their Global Wealth Solutions team in New York. This role involves supporting fundraising efforts and developing wealth product solutions. You’ll work closely with senior team members, manage investor communications, and help create marketing materials. It’s a great opportunity to grow in a dynamic environment while contributing to TPG’s success.

What You’ll Do

• Support the development of wealth product solutions alongside senior team members.
• Update and create marketing materials like presentations and pitch books.
• Analyze fund performance and summarize key insights for communications.
• Manage responses to investor inquiries and due diligence requests.
• Assist in drafting investment outlook materials and reports.
• Ensure accuracy of fund reporting and investor updates.
• Conduct special projects related to fundraising and market intelligence.

What You Need

• 2+ years of experience in investment management or a related financial field.
• Degree in Accounting, Business/Finance, or Mathematics preferred.
• Solid understanding of financial markets, especially credit and fixed income products.
• Proactive, organized, and able to manage multiple tasks in a fast-paced environment.
• Strong quantitative skills and experience in financial analysis.
• Excellent communication skills, both verbal and written.
• Technical proficiency in Excel, Word, and PowerPoint.
• Postgraduate qualifications like CFA or CAIA are a plus.

What You’ll Love

• Be part of a collaborative and innovative team.
• Opportunity to work on diverse investment strategies.
• Access to professional development and growth opportunities.
• Competitive salary and comprehensive benefits package.

About the Firm

• TPG is a leading global alternative asset management firm founded in 1992.
• They manage $327 billion in assets across various investment strategies.
• TPG values collaboration, innovation, and inclusion in their work culture.
• They are committed to diversity and creating an inclusive workplace.