The Role
Supports wealth-channel fundraising and evergreen product solutions through product development, investor communications, marketing materials, fund reporting, performance analysis, DDQ/RFP/RFI responses, due diligence coordination, investment commentary, and fundraising-related special projects. The role collaborates across investment, sales, marketing, accounting, operations, legal, reporting, and client-service teams while maintaining accurate, timely investor materials.
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.
Description of Position
To support the growth and success of TPG’s fundraising efforts in the Wealth channel, TPG seeks to recruit an Associate level team member. The successful candidate will benefit from a broad range of responsibilities alongside senior members of the Wealth team. The primary responsibilities of the position will be supporting content development, investor communications, marketing & fundraising activities, and firm strategic priorities across TPG’s growing suite of wealth evergreen product solutions.
Principal Responsibilities
- Work alongside senior members of the wealth team to support the continued development of wealth product solutions
- Maintain and regularly update marketing materials such as investor presentations, pitch books and related decks; help to create new content and define messaging around investment strategy, investment performance and fund offerings
- Maintain an ongoing understanding of fund positioning, portfolio names and current exposures; analyze drivers of investment performance and portfolio attribution; develop commentary and summarize key observations for both internal and external communications
- Organize and develop responses to DDQs/RFPs/RFIs, investor inquiries and ad hoc data requests, in many cases leading management of the projects; coordinate investment and operational due diligence meetings
- Assist in the drafting of written investment and outlook materials, including quarterly capital markets review, monthly internal co-CEO/CIO updates, and related commentaries and insights
- Assist in ensuring the accuracy and timeliness of monthly fund reporting, exposure reports, investor letters, etc.; assist in developing fund-level and investor/account-specific update materials
- Conduct periodic special projects related to fundraising, investor commitment activity, competitor market intelligence, and other related topics
Requirements
- 2+ years of experience in investment management or a related financial field; educational degree in Accounting, Business/Finance or Mathematics preferred; solid understanding of financial markets with particular knowledge of credit and fixed income products and alternative investments
- Series 7 and 63 license or ability to attain within 6 months of joining
- Proactive, motivated and organized; ability to multi-task and prioritize in a demanding environment with a dynamic pace; exceptional time, organizational and project management skills
- Strong quantitative abilities; accounting and/or financial analysis experience a positive
- Outstanding communication skills; combination of verbal, written and presentation skills, with the ability to articulate messaging effectively and express complex information concisely for both internal and external audiences
- Technical computer / application proficiency required; advanced experience with Excel, Word and PowerPoint essential; working familiarity with Bloomberg, Salesforce, Preqin and other market data systems a plus
- Ability to coordinate and build relationships across multiple internal groups including investments, sales/marketing, accounting, operations, legal, client reporting, client services and other teams
- Superior attention to detail
- Post graduate qualifications favorable (CFA, CAIA, etc.)
It is expected that the annual base salary for this role will range from $120,000 – $150,000. 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.
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
- 2+ years of experience in investment management or a related financial field
- Educational degree in Accounting, Business, Finance, or Mathematics
- Solid understanding of financial markets, including credit, fixed income products, and alternative investments
- Series 7 and Series 63 licenses, or ability to obtain them within six months of joining
- Strong quantitative abilities
- Accounting and/or financial analysis experience
- Exceptional time management, organizational, and project management skills
- Outstanding verbal, written, and presentation communication skills
- Ability to articulate complex information concisely to internal and external audiences
- Technical computer and application proficiency
- Advanced experience with Excel, Word, and PowerPoint
- Working familiarity with Bloomberg, Salesforce, Preqin, and other market data systems
- Ability to coordinate and build relationships across multiple internal business groups
- Superior attention to detail
- Postgraduate qualifications such as CFA or CAIA
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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.
