Client Coverage & Credit Associate — Marketing & Research

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

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.