Credit Finance - Client Reporting, Associate

TPG Careers Page; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

TPG is seeking an Associate for its Client Reporting team to own monthly and quarterly investor reporting, build automated data pipelines, and deliver high-quality regulatory templates. You will work at the intersection of private credit, data engineering, and institutional investor relations, writing SQL and Python and building Power BI dashboards.

The role emphasizes automation, collaboration with senior stakeholders, and evolving reporting infrastructure within Databricks, with typical hours

Qualifications

• 2-3 years in data analytics, BI, or finance analytics.
• Proficient in SQL and Python for data extraction, transformation, and automation.
• Hands-on experience building automated workflows and data pipelines in Databricks.
• Experience with Power BI or similar BI platforms.
• Advanced Excel skills (Power Query, formulas, pivot tables).
• Demonstrated use of AI tools for coding or problem-solving.
• Excellent attention to detail and commitment to data quality.
• Strong communication and stakeholder management skills.
• Ability to thrive under deadline pressure and manage multiple priorities.
• Proficiency with Alteryx for data preparation and workflow automation.
• Understanding of private credit, private equity, or hedge fund reporting conventions.
• Track record in fast-paced, high-growth environments.

Responsibilities

• Own end-to-end production and delivery of monthly and quarterly investor reports, performance summaries, regulatory templates, and exposure analyses.
• Build and maintain automated SQL/Python pipelines and Power BI dashboards that transform raw data into reporting-ready outputs for institutional investors.
• Serve as primary point of contact for internal stakeholders; manage timelines, gather requirements, validate data, and resolve discrepancies.
• Design and implement robust automation workflows using SQL, Python, Alteryx, and Power BI to improve efficiency and ensure data accuracy.
• Translate complex business needs into technical solutions and communicate effectively across audiences during quarterly reporting cycles.

Skills

SQL

Python

Power BI

Databricks

Alteryx

Excel

AI tools

Tools

Databricks

Power BI

Alteryx

Excel

Job description

About TPG

TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with 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.

Description of Position

TPG's Client Reporting team is seeking a high-performing Associate to join a fast-growing, technically sophisticated team at the intersection of private credit, data engineering, and institutional investor relations. This is an exceptional opportunity for an analytically rigorous professional who wants to combine technical depth (SQL, Python, modern BI platforms) with high-impact stakeholder management at one of the world's leading alternative asset managers.

The Client Reporting team serves as the analytics function of Platform Finance, working directly with portfolio management, investor relations, and fund operations to deliver critical reporting and insights to institutional investors. As an Associate, you'll own the production and delivery of monthly and quarterly investor reports, performance materials, and regulatory templates - while building the automated data pipelines and analytical infrastructure that power these deliverables.

This role demands both strong technical capabilities and excellent interpersonal skills. You'll write SQL and Python code daily, build Power BI dashboards, and automate complex workflows - while also serving as a trusted partner to senior stakeholders across the firm. As you grow in the role, you'll take on increasingly complex analytical projects and contribute meaningfully to the evolution of our reporting infrastructure within Databricks.

Typical hours are 8:30am to 6:30pm but the individual must be flexible to work additional hours earlier or later as needed, especially during quarterly reporting cycles, and when critical deadlines must be met.

Principal Responsibilities

Investor Reporting and Data Engineering

• Own end-to-end production and delivery of monthly and quarterly investor reports, performance summaries, regulatory templates, and exposure analyses; build and maintain automated SQL/Python pipelines and Power BI dashboards that transform raw data from Databricks and SQL Server into reporting-ready outputs for institutional investors.
• Serve as the primary point of contact for internal stakeholders across portfolio management, investor relations, fund accounting, and operations; proactively manage reporting timelines, gather requirements, validate data, and resolve discrepancies while maintaining strong, trust-based relationships across technical and non-technical teams
• Design and implement robust automation workflows using SQL, Python, Alteryx, and Power BI to eliminate manual processes and improve efficiency; write production-quality, well-documented code with built-in validation and reconciliation controls that ensure data accuracy before deliverables reach stakeholders
• Translate complex business needs into technical solutions; communicate effectively across audiences, elevate issues appropriately, and demonstrate flexibility and ownership during quarterly reporting cycles and time-sensitive deadlines - willing to go the extra mile to ensure quality and timeliness

Continuous Improvement & Development

• Leverage AI tools strategically to accelerate code development, troubleshoot technical issues, and enhance analytical workflows; apply rigorous validation to ensure accuracy and reliability of AI-generated outputs
• Identify and implement automation opportunities to standardize reporting processes and scale team capacity; stay current with emerging tools and best practices in data analytics and BI; bring fresh ideas to improve workflows
• Contribute to team documentation; maintain code repositories, document standard operating procedures, and share technical insights that elevate the entire team's capabilities

Requirements

• 2-3 years of experience in data analytics, business intelligence, or finance analytics (asset management/financial services strongly preferred)
• Proficiency in SQL and Python for data extraction, transformation, and automation
• Hands-on experience building automated workflows and data pipelines in Databricks
• Experience with Power BI or similar BI platforms
• Advanced Excel skills (Power Query, complex formulas, pivot tables)
• Demonstrated use of AI tools (ChatGPT, Claude, ) for coding or problem-solving
• Exceptional attention to detail and commitment to data quality
• Strong communication and stakeholder management skills
• Ability to thrive under deadline pressure and manage multiple priorities

Preferred

• Proficiency with Alteryx for data preparation, transformation, and workflow automation
• Understanding of private credit, private equity, or hedge fund structures and LP reporting conventions
• Track record in fast-paced, high-growth environments where adaptability and initiative are critical to success