Associate, Client Coverage

The CCF Client Coverage Associate role at TPG is a fantastic opportunity for someone looking to support institutional sales efforts. You’ll be involved in developing marketing strategies, managing client communications, and conducting research on industry trends. This position is perfect for someone with a strong background in asset management and a passion for client engagement.

What You’ll Do

• Support TPG’s Institutional sales effort
• Develop and maintain a detailed understanding of client coverage and business plans
• Assist in building and executing marketing strategies for institutional products
• Facilitate client correspondence and requests
• Use Salesforce to manage client engagement and research
• Organize and track meeting details and relevant information
• Research industry insights and trends
• Help coordinate group events and presentations

What You Need

• Bachelor’s degree required
• 2+ years of experience in a fundraising support role for an asset management firm preferred
• Strong communication skills, both in-person and via email
• Highly proficient at process management
• Basic knowledge of financial markets
• Very strong organization skills and attention to detail
• Advanced knowledge of Microsoft Office applications
• Ability to obtain Series 7 and 63 licenses within 6 months

What You’ll Love

• Be part of a leading global asset management firm
• Work in a supportive and inclusive culture
• Opportunity to grow your knowledge of financial markets
• Competitive total rewards package including health benefits

About the Firm

• TPG is a global alternative asset management firm founded in 1992
• Manages $306 billion in assets
• Invests across various strategies including private equity and credit
• Focuses on collaboration, innovation, and inclusion