The Role
Support institutional sales and fundraising for Western US clients by maintaining coverage plans, managing Salesforce CRM, coordinating RFP/DDQ responses, preparing client materials and follow-ups, researching market and industry insights, and assisting event coordination and strategic partnership proposals.
Summary Generated by Built In
About TPG
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.
TPG has an exciting opportunity for a Client Coverage Associate to support TPG’s Institutional sales effort in the Western US.
Principal Responsibilities
- Develop and maintain an ongoing, detailed understanding coverage, business plan and support needs.
- Assist in building, maintaining and executing a client coverage 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, product, accounting and other teams to gather information needed to respond effectively
- Assemble detailed meeting follow up email including any relevant customized data or research to clients and prospects
- Source, 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, relevant news, 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 notes/email traffic.
- Manage up to senior coverage person to proactively prompt/suggest client follow-up and action items, aligned with short-term and long-term outreach strategy
- Assist in tiering marketer’s organizations in order of interest/priority
- Provide updates on industry insights such as flows, strategic trends, top asset gatherers and performance data
- Research news and various industry trade publications; 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)
- Lead material creation for strategic partnership proposals in conjunction with strategic partnership and product teams
Requirements
- 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 strong judgement
- Strong 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 strong 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
- US work authorization required
It is expected that the annual base salary for this role will range from $120,000 – $140,000. 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.
Skills Required
- Bachelor's degree
- 2+ years of experience in a fundraising support role for an asset management firm
- Previous experience in a fast-paced client-oriented environment supporting multiple relationships and deadlines
- Maturity and strong judgment
- Strong communication skills (in-person and email) with internal stakeholders and clients
- Highly proficient at process management
- Proactive approach to analyzing investment data and summarizing it in a client-friendly fashion
- Basic knowledge of the financial markets and interest in strengthening knowledge of TPG's investment strategies
- Ability to identify potential issues and proactively communicate them to the team
- Very strong organization skills, keen attention to detail, and effective time management
- Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint)
- Working knowledge of CRM systems, preferably Salesforce
- Series 7 and 63 license or ability to attain within 6 months of joining
- US work authorization
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The Company
What We Do
TPG is a leading global alternative asset management firm founded in San Francisco in 1992 with $109 billion of assets under management and investment and operational teams in 12 offices globally. TPG invests across five multi-product platforms: Capital, Growth, Impact, 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. --- Disclaimer: The information on this page is for informational purposes only. Nothing on or within this page constitutes an offer to sell, or a solicitation of an offer to buy, any security or product of TPG or any TPG-managed fund. TPG is not responsible for any content posted by third parties on these pages.
