CCF Client Coverage, West Coast, Associate
TPG Careers PageNew York, New York, United States · Posted 24 days agoDescription
- 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
- 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
Similar jobs
Est. 130,000 USD
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 acros…
Est. 135,000 USD
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 acros…
Est. 102,500 USD
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 acros…
Est. 130,000 USD
About TPG TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, i…
Est. 150,000 USD
About TPG TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with operational teams around the world. TPG invests across a broadly diversified set of strategies, including privat…
Est. 107,500 USD
About TPG TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with operational teams around the world. TPG invests across a broadly diversified set of strategies, including privat…
Est. 85,000 USD
About TPG: TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with investment and operational teams around the world. TPG invests across a broadly diversified set of strategies,…
Est. 150,000 USD
About TPG TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with operational teams around the world. TPG invests across a broadly diversified set of strategies, including privat…
Est. 85,000 USD
About TPG TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, i…
Est. 85,000 USD
About TPG TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, has investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, in…
Est. 115,000 USD
About TPG TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, has investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, in…
Est. 140,000 USD
About TPG TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, has investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, in…
Est. 120,000 USD
Company Background The BTG Pactual Timberland Investment Group’s (“TIG”) mission is to sustainably manage the world’s timberlands. TIG is one of the world’s largest timberland investment management organizations globally…
Est. 225,000 USD
GTM Lead - Private Equity New York, NY About WithCoverage WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy. We partner with hundreds of high-g…
Est. 65,000 USD
At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving their long-term goals. Our culture is rooted in respect, collaboration, and accountabil…
Est. 68,875 USD
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Est. 225,000 USD
Overview: The Insights product is a new offering for existing Guidepoint clients that offers teleconferences, in-person events and a call transcript library covering a wide of industries/topics that facilitate investment…
Est. 68,500 USD
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Est. 127,500 USD
Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for an innovative approach to investing in secondaries, co-investments, and primary fund investments, as well a…
Est. 55,000 GBP
Our Client is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $640 billion of total capital allocatio…
Est. 77,500 USD
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Est. 187,500 USD
About Us: ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as cryp…
Est. 83,300 USD
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Est. 127,500 USD
Tower Research Capital is a leading quantitative trading firm founded in 1998. Tower has built its business on a high-performance platform and independent trading teams. We have a 25+ year track record of innovation and…
Est. 240,000 USD
OVERVIEW: The Insights product is an offering for Guidepoint's institutional investment and corporate clients, now in its 9th year, that offers teleconferences, surveys, in-person events, and AI-facilitated data and cont…
Est. 92,500 USD
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Est. 100,000 USD
About the Role iCapital is looking to hire a Financial Planning and Analysis (FP&A) Associate to join the Corporate Finance team. This role will involve large-scale responsibilities across financial and managerial re…
Est. 225,000 USD
GTM Lead - Data Centers New York, NY About WithCoverage: WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy. We partner with hundreds of high-gr…
Est. 140,000 USD
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Est. 95,000 USD
About Man Group Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and a…