Global Wealth Solutions, Product, Associate

The role

This Associate will support the growth and success of TPG's fundraising efforts in the Wealth channel. The role involves supporting content development, investor communications, marketing and fundraising activities, and firm strategic priorities for wealth evergreen product solutions.

What you will do

• Work alongside senior members of the wealth team to support the development of wealth product solutions
• Maintain and update marketing materials such as investor presentations and pitch books
• Create new content and define messaging around investment strategy and performance
• Maintain understanding of fund positioning, portfolio names and current exposures
• Analyze drivers of investment performance and portfolio attribution
• Develop commentary and summarize observations for internal and external communications
• Organize and develop responses to DDQs, RFPs, RFIs and investor inquiries
• Coordinate investment and operational due diligence meetings
• Assist in drafting written investment and outlook materials
• Assist in ensuring accuracy and timeliness of monthly fund reporting and investor letters

Required qualifications

• 2+ years of experience in investment management or a related financial field
• 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
• Exceptional time, organizational and project management skills
• Strong quantitative abilities
• Outstanding communication skills
• Technical computer / application proficiency
• Advanced experience with Excel, Word and PowerPoint
• Ability to coordinate and build relationships across multiple internal groups
• Superior attention to detail

Nice to have

• Educational degree in Accounting, Business/Finance or Mathematics
• Accounting and/or financial analysis experience
• Working familiarity with Bloomberg, Salesforce, Preqin and other market data systems
• Post graduate qualifications (CFA, CAIA, etc.)

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.