TPG Inc.
CCF Client Coverage, Credit, Associate
New York - 245 Park Avenue
Sponsorship not specified$120k-$140kDetected 1 day ago
SalesforceCRMPipeline ManagementAccountingExcelResearchCommunicationCollaborationTime ManagementPublic SpeakingMicrosoft Office
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odds of building a lasting career here
42Risky
Cap-exempt (no lottery)0
Sponsors this role35
Entry-level history0
PERM / green-card track0
Lottery odds (Level III)83
Fits your clock70
Thin sponsorship signal and lottery-bound (~45% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
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About the role
- 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.
- Other incentives may also be available to certain eligible employees.
Requirements
- Previous experience in a fast-paced client oriented environment (supporting someone managing numerous relationships with competing deadlines)
- 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
- 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
Nice to have
- Bachelor's degree required, 2+ years of experience in a fundraising support role for an asset management firm preferred
Compensation
- It is expected that the annual base salary for this role will range from $120,000 – $140,000.
Company info
- 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)
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This listing is sourced directly from TPG Inc.'s careers page and normalized into a canonical job model.