CCF Client Coverage, Credit, Associate

The role

The Client Coverage Associate will support TPG's institutional sales effort. This role involves developing client understanding, executing marketing strategies, and managing sales processes using Salesforce.

What you will do

• Develop and maintain understanding of coverage, business plan and support needs
• Assist in building, maintaining and executing a marketing strategy for institutional products
• Apply knowledge of TPG product strengths to clients and prospects
• Receive and send correspondence independently and on behalf of the team
• Facilitate informational requests from clients and prospects
• Work with internal client service, product, and accounting teams to gather information
• Send detailed meeting follow up emails
• Source, evaluate, and initiate RFP/DDQ process
• Use Salesforce to manage sales process, client engagement and research
• Create and update contact and coverage records

Required qualifications

• Bachelor’s degree
• Previous experience in a fast-paced client oriented environment
• Maturity and strong judgement
• Strong communication skills
• Highly proficient at process management
• Proactive approach to analyzing investment data and summarizing it
• Basic knowledge of the financial markets
• Very strong organization skills
• Keen attention to detail
• Effective time management skills
• Advanced knowledge of Microsoft Office applications including Word, Excel and PowerPoint
• Working knowledge of CRM

Nice to have

• 2+ years of experience in a fundraising support role for an asset management firm
• Salesforce

Benefits

• Discretionary compensation
• Comprehensive health benefits
• Paid time off
• Other incentives may be available to certain eligible employees

About the company

TPG is a leading global alternative asset management firm founded in San Francisco in 1992. The firm invests across private equity, impact, credit, real estate, and market solutions.