Institutional Client Coverage Associate

Aplaro Ltd; New York (NY); On-site; USD 120,000 - 140,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication skills

Process management

Attention to detail

Time management

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

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