TPG
alternative asset management
CCFClientCoverageAssociate
Neural analysis suggests this role is
optimal for Mid candidates.
“CCF Client Coverage Associate at TPG. Skills: Client Coverage, Institutional Sales Support, Marketing Strategy, Salesforce Management. Develop and maintain an ongoing, detailed understanding coverage, business plan and support needs.. Assist in building, maintaining and executing a marketing strategy for a wide range of institutional products.”
Industry & Context.
Analyzing investment data; Summarizing data in a client-friendly fashion; Identifying potential issues/conflicts/items requiring follow up
Ability to attain Series 7 and 63 license within 6 months of joining
What They're Looking For.
Must Have
Bachelor's degree required, 2+ years of experience in a fundraising support role for an asset management firm preferred, Previous experience in a fast-paced client oriented environment (supporting someone managing numerous relationships with competing deadlines), Maturity and judgement, communication skills (both in-person and email, and with both internal stakeholders to drive fundraising processes, and with clients), Highly proficient at process management, Proactive approach to analyzing investment data and summarizing in a client-friendly fashion, Basic knowledge of the financial markets is required as well as an interest in and ability to strengthen knowledge of the markets in general, and specifically of TPG’s investment strategies, Capable of thinking ahead, identifying potential issues/conflicts/items requiring follow up and proactively communicating them to the team, Very organization skills, keen attention to detail and effective time management skills, Advanced knowledge of Microsoft Office applications/functions required including Word, Excel and PowerPoint, Working knowledge of CRM, preferably Salesforce, Series 7 and 63 license or ability to attain within 6 months of joining
Nice to Have
2+ years of experience in a fundraising support role for an asset management firm preferred
What You'll Do.
Develop and maintain an ongoing
detailed understanding coverage
business plan and support needs.
maintaining and executing a marketing strategy for a wide range of institutional products.
Maintain a thorough understanding of TPG’s product strengths/applicability and apply that knowledge in written and verbal form to clients and prospects.
Receive and send correspondence independently and on behalf of the team.
Facilitate informational requests from clients/prospects with the ability to understand and identify sensitivities/potential issues.
Work closely with internal client service
accounting and other teams to gather information needed to respond effectively.
Send detailed meeting follow up email including any relevant customized data or research to clients and prospects.
evaluate for appropriateness
and initiate RFP/DDQ process with sales/client service.
Use Salesforce to manage sales process
client engagement and research.
Create and update contact and coverage records
maintain current details on contacts and organizations.
Obtain meeting details and organize relevant information including research on the company
portfolio information and competitive analysis.
Create and track progress of opportunities to support effective pipeline management and outreach
incorporating changes gleaned from reading team’s client meeting notesail traffic.
Assist in tiering marketer’s organizations in order of interest/priority.
Provide updates on industry insights such as flows
top asset gatherers and performance data.
Research news and various industry trade track and update findings in CRM.
Assist in the coordination and organization of group events (i. e.
Portfolio Management conference calls
Capital Markets or product event presentations with broad audiences).
How You'll Work.
Team & Collaboration
Work closely with internal client service, product, accounting and other teams to gather information needed to respond effectively.; Communicate with internal stakeholders to drive fundraising processes.
Communication Scope
In-person communication; Email communication; Written communication; Verbal communication
Process & Methodology
Process management, Pipeline management, Organization, Time management
Full Job Description
About TPG TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with $306 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. TPG has an exciting opportunity for a Client Coverage Associate to support TPG’s Institutional sales effort. Principal Responsibilities Develop and maintain an ongoing, detailed understanding coverage, business plan and support needs. Assist in building, maintaining and executing a marketing strategy for a wide range of institutional products. Maintain a thorough understanding of TPG’s product strengths/applicability and apply that knowledge in written and verbal form to clients and prospects. Receive and send correspondence independently and on behalf of the team: Facilitate informational requests from clients/prospects with the ability to understand and identify sensitivities/potential issues Work clo
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