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Associate, Wealth Solutions
Job in
City of Niagara Falls, Niagara County, New York, USA
Listed on 2026-10-14
Listing for:
Growth Equity Interview Guide
Full Time
position Listed on 2026-10-14
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
TPG is looking for an Associate to join their Global Wealth Solutions team in New York. This role involves supporting fundraising efforts and developing wealth product solutions. You’ll work closely with senior team members, manage investor communications, and help create marketing materials. It’s a great opportunity to grow in a dynamic environment while contributing to TPG’s success.
What You’ll Do- Support the development of wealth product solutions alongside senior team members.
- Update and create marketing materials like presentations and pitch books.
- Analyze fund performance and summarize key insights for communications.
- Manage responses to investor inquiries and due diligence requests.
- Assist in drafting investment outlook materials and reports.
- Ensure accuracy of fund reporting and investor updates.
- Conduct special projects related to fundraising and market intelligence.
- 2+ years of experience in investment management or a related financial field.
- Degree in Accounting, Business/Finance, or Mathematics preferred.
- Solid understanding of financial markets, especially credit and fixed income products.
- Proactive, organized, and able to manage multiple tasks in a fast-paced environment.
- Strong quantitative skills and experience in financial analysis.
- Excellent communication skills, both verbal and written.
- Technical proficiency in Excel, Word, and PowerPoint.
- Postgraduate qualifications like CFA or CAIA are a plus.
- Be part of a collaborative and innovative team.
- Opportunity to work on diverse investment strategies.
- Access to professional development and growth opportunities.
- Competitive salary and comprehensive benefits package.
- TPG is a leading global alternative asset management firm founded in 1992.
- They manage $327 billion in assets across various investment strategies.
- TPG values collaboration, innovation, and inclusion in their work culture.
- They are committed to diversity and creating an inclusive workplace.
Position Requirements
10+ Years
work experience
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