TPG
Global Wealth Solutions, Product, Associate
$120K–$150K
New York - 245 Park Avenue · Full-time · Posted Aug 20, 2026
- Experience
- 2+ years in investment management or a related financial field.
- Education
- Educational degree in Accounting, Business/Finance or Mathematics preferred.
About the job
Supports fundraising and growth of TPG’s wealth evergreen products through investor communications, marketing content, fund analysis, reporting, and coordination of investor diligence.
What you'll do
- Maintain and develop marketing materials, messaging, and written investment commentary.
- Analyze fund performance and exposures; support timely fund and investor reporting.
- Coordinate investor inquiries, DDQs/RFPs/RFIs, due diligence meetings, and fundraising-related projects.
What they ask for
- 2+ years of experience in investment management or a related financial field.
- Series 7 and 63 licenses, or ability to attain them within 6 months of joining.
- Solid understanding of financial markets, particularly credit and fixed income products and alternative investments.
- Advanced experience with Excel, Word and PowerPoint; strong quantitative, communication, organizational, and project management skills.
Nice to have
- Educational degree in Accounting, Business/Finance or Mathematics; post graduate qualifications such as CFA or CAIA.
- Working familiarity with Bloomberg, Salesforce, Preqin and other market data systems; accounting or financial analysis experience.
Pay
$120,000 – $150,000 USD base salary
Tools
Excel, Word, PowerPoint, Bloomberg, Salesforce, Preqin
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