The Role
Oversee transfer agent and service-provider operations for TPG funds, including transaction processing, reporting, tax generation, compliance, cash reconciliation, onboarding, issue resolution, trade documentation, and client support. Partner with financial advisors, sales teams, fintech providers, legal, product, marketing, and other internal groups to resolve operational inquiries and ensure smooth service delivery. Maintain issue logs, perform reconciliations, and develop expertise in advisor platforms and processes.
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.
Principal Responsibilities
- 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.
TPG is an equal employment opportunity employer that provides equal employment opportunities to all employees and applicants without regard to age, race, religion, color, national origin, ancestry, sex, sexual orientation, gender (including gender identity and expression), alienage or citizenship status, military or veteran status, physical or mental disability, medical condition, genetic information, pregnancy status, breastfeeding (or related medical conditions), familial status, caregiver status, or any other category protected by applicable federal, state, or local laws.
Skills Required
- Excellent communication and influencing skills
- Ability to build and maintain internal and external relationships
- Experience working in a team environment
- Strong attention to detail
- Ability to work within tight deadlines
- Excellent computer skills, especially Microsoft Excel
- Strong interpersonal and customer service skills
- Ability to prioritize and multitask in a changeable workload
- Strong understanding of high-net-worth and financial advisor operating models
- Knowledge of alternative investment fund and operational terminology
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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.
