Global Wealth Solutions, Product, Associate

TPG Careers Page; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

TPG is seeking an Associate to support fundraising efforts in the Wealth channel. You will work alongside senior team members on content development, investor communications, and marketing activities across TPG’s wealth product solutions.

You will help update investor presentations, analyze performance drivers, coordinate DDQs/RFPs/RFIs, and contribute to quarterly market commentary and fund reporting. Strong communication and Excel skills are essential.

Qualifications

• 2+ years in investment management or related financial field
• Series 7 and 63 license or ability to attain within 6 months
• Strong communication and presentation skills; ability to convey complex information clearly
• Proactive, organized, able to multitask in a dynamic environment
• Solid quantitative abilities; accounting/financial analysis experience a plus
• Technical proficiency with Excel, Word, PowerPoint; familiarity with market data systems a plus

Responsibilities

• Support development of wealth product solutions with senior team members
• Maintain and update marketing materials and investor presentations; help define messaging around strategy and fund offerings
• Analyze fund positioning, performance drivers, and portfolio attribution; summarize observations for communications
• Lead responses to DDQs/RFPs/RFIs and investor inquiries; coordinate due diligence meetings
• Assist in monthly fund reporting and update materials for investors; support data requests
• Contribute to special projects on fundraising, market intelligence, and investor activity

Skills

Investment management experience

Financial analysis

Communication skills

Attention to detail

Multi-tasking/organization

Education

Accounting/Finance degree

Tools

Excel

Word

PowerPoint

Bloomberg

Salesforce

Preqin

Job description

About TPG

TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with $327 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.

Description of Position

To support the growth and success of TPG’s fundraising efforts in the Wealth channel, TPG seeks to recruit an Associate level team member. The successful candidate will benefit from a broad range of responsibilities alongside senior members of the Wealth team. The primary responsibilities of the position will be supporting content development, investor communications, marketing & fundraising activities, and firm strategic priorities across TPG’s growing suite of wealth evergreen product solutions.

Principal Responsibilities

• Work alongside senior members of the wealth team to support the continued development of wealth product solutions
• Maintain and regularly update marketing materials such as investor presentations, pitch books and related decks; help to create new content and define messaging around investment strategy, investment performance and fund offerings
• Maintain an ongoing understanding of fund positioning, portfolio names and current exposures; analyze drivers of investment performance and portfolio attribution; develop commentary and summarize key observations for both internal and external communications
• Organize and develop responses to DDQs/RFPs/RFIs, investor inquiries and ad hoc data requests, in many cases leading management of the projects; coordinate investment and operational due diligence meetingsAssist in the drafting of written investment and outlook materials, including quarterly capital markets review, monthly internal co-CEO/CIO updates, and related commentaries and insights
• Assist in ensuring the accuracy and timeliness of monthly fund reporting, exposure reports, investor letters, etc.; assist in developing fund-level and investor/account-specific update materials
• Conduct periodic special projects related to fundraising, investor commitment activity, competitor market intelligence, and other related topics

Requirements

• 2+ years of experience in investment management or a related financial field; educational degree in Accounting, Business/Finance or Mathematics preferred; solid understanding of financial markets with particular knowledge of credit and fixed income products and alternative investments
• Series 7 and 63 license or ability to attain within 6 months of joining
• Proactive, motivated and organized; ability to multi-task and prioritize in a demanding environment with a dynamic pace; exceptional time, organizational and project management skills
• Strong quantitative abilities; accounting and/or financial analysis experience a positive
• Outstanding communication skills; combination of verbal, written and presentation skills, with the ability to articulate messaging effectively and express complex information concisely for both internal and external audiences
• Technical computer / application proficiency required; advanced experience with Excel, Word and PowerPoint essential; working familiarity with Bloomberg, Salesforce, Preqin and other market data systems a plus
• Ability to coordinate and build relationships across multiple internal groups including investments, sales/marketing, accounting, operations, legal, client reporting, client services and other teams
• Superior attention to detail
• Post graduate qualifications favorable (CFA, CAIA, etc.)

It is expected that the annual base salary for this role will range from $120,000 – $150,000. 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.

TPG is an equal employment opportunity employer that provides equal employment opportunities to all employees and applicants without regard to age, race, religion, color, national origin, ancestry, sex, sexual orientation, gender (including gender identity and expression), alienage or citizenship status, military or veteran status, physical or mental disability, medical condition, genetic information, pregnancy status, breastfeeding (or related medical conditions), familial status, caregiver status, or any other category protected by applicable federal, state, or local laws.