Wealth Investor Services Analyst/Associate

TPG; New York (NY); On-site; USD 90,000 - 115,000; Full time

Job summary

TPG is seeking an Operations professional to supervise daily transfer-agent activities and ensure accurate, timely processing of transactions. You will coordinate onboarding of funds to global platforms and resolve day-to-day operational issues, working with Legal, Sales, Product and Marketing teams to uphold service levels.

You will field inquiries from financial advisors, maintain logs of issues, and liaise with internal units and external partners to ensure smooth delivery of services.

Qualifications

• Excellent communicator with strong influencing skills.
• Experience of working in a team environment.
• Strong attention to detail and ability to work within tight deadlines.
• Excellent computer skills with a focus on Excel.
• Maintain strong interpersonal and customer service skills.
• Ability to prioritize and multi-task (often changeable workload).
• Strong understanding of HNW and Financial Advisor operating model.
• Knowledge of alternative investment fund and operational terms is helpful.

Responsibilities

• Oversee daily operations of transfer agents and service providers, ensuring a seamless execution of transaction processes.
• Support the operational onboarding of TPG Funds to global service providers and distribution platforms, by coordinating with firm-wide working groups and cross functional teams (Legal, Sales, Product and Marketing).
• Investigate and resolve day-to-day operational queries, Not in Good order trades, and incidents across the entire range of services provided by the TA.
• Field operational inquiries from financial advisors and internal sales teams regarding TPG investment offerings.
• Liaise with FinTech Partners on order review, execution and manage trade document inventory.
• Liaise with internal business units, transfer agents, and third-party providers to resolve client issues, perform reconciliations, and ensure smooth service delivery.
• Become a resident TPG expert for advisors by understanding their native operational platforms and processes.

Skills

Communication

Team player

Attention to detail

Excel

Customer service

Prioritization

HNW understanding

Fund operations

Job description

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.

• Oversee daily operations of transfer agents and service providers, ensuring a seamless execution of transaction processes, reflecting TPG’s quality and brand reputation including client statement reporting, tax generation, compliance, cash reconciliation, etc.
• Support the operational onboarding of TPG Funds to global service providers and distribution platforms, by coordinating with firm-wide working groups and cross functional teams (Legal, Sales, Product and Marketing)
• Investigate and resolve day-to-day operational queries, Not in Good order trades, and incidents across the entire range of services provided by the TA. Engage with transfer agent to resolve open issues and maintain issues log to monitor for thematic trends.
• Field operational inquiries from financial advisors and internal sales teams regarding TPG investment offerings
• Liaise with FinTech Partners on order review, execution and manage trade document inventory
• Liaise with internal business units, transfer agents, and third-party providers to resolve client issues, perform reconciliations, and ensure smooth service delivery
• Become a resident TPG expert for advisors by understanding their native operational platforms and processes

Requirements

• Excellent communicator with strong influencing skills together with an ability to build and maintain relationships both internally and externally.
• Experience of working in a team environment and building positive relationships with colleagues and both internal and external contacts.
• Strong attention to detail and ability to work within tight deadlines.
• Excellent computer skills with a focus on Excel
• Maintain strong interpersonal and customer service skills.
• Ability to prioritize and multi-task (often changeable workload)
• Strong understanding of HNW and Financial Advisor operating model
• Knowledge of alternative investment fund and operational terms is helpful

It is expected that the annual base salary for this role will be in the range of $90,000 to $115,000 USD. 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.