機関投資家向けの営業支援として、マーケティング戦略の実行や顧客対応を担当します。学士号が必須であり、資産運用会社でのファンドレイジング支援経験が2年以上あることが望ましいです。入社後6ヶ月以内にSeries 7および63ライセンスを取得する必要があります。Microsoft Officeの高度なスキルが必須で、Salesforceの使用経験が望ましいです。
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.
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 closely with internal client service, product, 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
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.
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)
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.
