CCF Client Coverage, West Coast, Associate
TPG Careers PageNew York, New York, United States · Posted 24 days agoDescription
- Develop and maintain an ongoing, detailed understanding coverage, business plan and support needs.
- Assist in building, maintaining and executing a client coverage 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
- Assemble 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.
- Manage up to senior coverage person to proactively prompt/suggest client follow-up and action items, aligned with short-term and long-term outreach strategy
- 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)
- Lead material creation for strategic partnership proposals in conjunction with strategic partnership and product teams
- Bachelor’s degree required, 2+ years of experience in a fundraising support role for an asset management firm preferred
- Previous experience in a fast-paced client-oriented environment (supporting someone managing numerous relationships with competing deadlines)
- Maturity and strong judgement
- Strong communication skills (both in-person and email, and with both internal stakeholders to drive fundraising processes, and with clients)
- Highly proficient at process management
- Proactive approach to analyzing investment data and summarizing in a client-friendly fashion
- 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
- Capable of thinking ahead, identifying potential issues/conflicts/items requiring follow up and proactively communicating them to the team
- Very strong organization skills, keen attention to detail and effective time management skills
- 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
- US work authorization required
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