CCF Client Coverage Associate

Aplaro Ltd; New York (NY); On-site; USD 120,000 - 140,000; Full time

Job summary

TPG is seeking a Client Coverage Associate to support institutional sales efforts. Responsibilities include developing coverage plans, building marketing strategies for institutional products, and utilizing Salesforce to manage client engagement.

The role requires a Bachelor's degree and 2+ years in fundraising support within asset management. Candidates should excel in fast-paced client interactions, demonstrate strong communication, and proactively analyze investment data for client-ready

Qualifications

• Bachelor's degree required, 2+ years in fundraising support in asset management preferred.
• Experience in a fast-paced client-oriented environment supporting multiple relationships with deadlines.
• Strong communication skills (in-person and email) with internal stakeholders and clients.
• Proactive in analyzing investment data and summarizing for clients.

Responsibilities

• Develop and maintain understanding of coverage, business plan and support needs.
• Build, maintain and execute a marketing strategy for institutional products.
• Use Salesforce to manage sales process and client engagement.
• Create and update contact and coverage records; gather information for responses.
• Source, evaluate and initiate RFP/DDQ processes with sales/client service.
• Provide updates on industry insights and market trends.

Skills

Communication skills

Process management

Attention to detail

Time management

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

About TPG

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.

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

Principal Responsibilities

• Develop and maintain an ongoing, detailed understanding 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 email 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 judgement.
• 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.

It is expected that the annual base salary for this role will range from $120,000 - $140,000.

Benefits

• Base salary is one component of TPG's competitive total rewards package which typically includes discretionary compensation, comprehensive health benefits, and paid time off.
• Other incentives may also be available to certain eligible employees.