Institutional Client Coverage Associate

TPG; New York (NY); Presencial; USD 120.000 - 140.000; Jornada completa

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Communication skills

Process management

Attention to detail

Time management

Educación

Bachelor's degree

Herramientas

Salesforce

Microsoft Office

Descripción del empleo

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