CCF Client Coverage, Credit, Associate

TPG Careers Page; City of Rochester (NY); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Job summary

TPG is seeking a Client Coverage Associate to support its Institutional sales efforts. You will develop coverage understanding, build marketing strategies, and maintain relationships with clients and prospects.

You will work with internal teams to respond to inquiries, manage data in Salesforce, and help drive the RFP/DDQ process. Strong communication and organizational skills are essential.

Qualifications

• Bachelor's degree required; 2+ years in fundraising support for asset management preferred.
• Experience in a fast-paced client-oriented environment and strong judgement.
• Strong communication skills with internal stakeholders and clients.
• Highly proficient in process management.
• Proactive analysis of investment data and summarization for clients.

Responsibilities

• Develop and maintain understanding of coverage, business plan, and support needs.
• Assist in building and executing marketing strategies for institutional products.
• Communicate TPG strengths to clients and prospects in writing and verbally.
• Manage correspondence, respond to information requests, and collaborate with internal teams.
• Source, evaluate, and initiate RFP/DDQ processes with sales/client service.
• Use Salesforce to manage sales processes and client engagement.
• Create and update contact and coverage records; track opportunities and pipeline.

Skills

Fundraising support

Client relationship management

Communication skills

Process management

Time management

Salesforce

MS Office

Education

Bachelor's degree

Tools

Salesforce

Excel

PowerPoint

Word

Job description

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 depends 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.

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. 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.