Wealth Product Strategy 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

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.