2-Year Analyst, Global Wealth

Carlyle; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading global investment firm is seeking an Investor Relations professional to follow up on leads, manage relationships, and develop marketing materials. The candidate must hold a bachelor's degree and have 1-2 years in Investor Relations or Financial Services. Fluency in English and a European language is essential, along with strong organizational skills and proficiency in CRM systems. This role offers opportunities to work closely with senior team members in a dynamic environment.

Qualifications

• 1-2 years of experience in Investor Relations or Financial Services.
• Strong understanding of Customer Relationship Management systems.
• Experience in managing client relationships and delivering marketing materials.

Responsibilities

• Follow up on incoming leads and inquiries.
• Develop and execute business plans to maximize sales.
• Accompany management to client meetings and service inquiries.
• Prepare marketing materials and organize client events.
• Conduct market research and manage CRM activities.

Skills

Interpersonal skills

Organizational skills

Attention to detail

Teamwork

Advanced Microsoft Office skills

Bilingual (English and a European language)

Proactive information gathering

Client-savvy and understanding sales nuances

Education

Bachelor's degree

Tools

Salesforce

DealCloud

Job description

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Responsibilities

• Follow up with incoming leads as well as answer inquiries generated by Client Relationship Manager's activities, marketing, or other campaigns.
• Work closely with the Client Relationship Manager to develop and execute an appropriate business plan to maximize European Sales.
• Work closely with senior team members to develop and maintain relationships with existing feeders and prospects.
• Accompany Carlyle management or Client Relationship Managers to in-person client meetings with private banks and wealth managers.
• Proactively service investors to provide resolutions to their inquiries.
• Develop relationships internally across various Carlyle investment teams as well as other functions such as investor services, legal, compliance, and operations.
• Coordinate and prepare marketing materials, including presentations, client reports, and requests for proposals.
• Organize client events and conferences, including contributing to setting the agenda of topics.
• Conduct competitor and market research and analyses.
• Develop and maintain target client lists.
• Manage CRM activities and related data requests, keeping current on Carlyle's fund offerings.
• Assist with administrative duties when needed.

Qualifications

• Bachelor's degree.
• 1-2 years of prior experience in Investor Relations, Financial Services, or related field.
• Experience with Customer Relationship Management systems (Salesforce, DealCloud).
• Strong interpersonal, organizational skills, and attention to detail.
• Ability to work effectively as part of a team.
• Proficiency in English and at least one European language (French, Spanish, or German).
• Advanced Microsoft Office skills.
• Organized, practical, and able to translate high-level directions into tasks.
• Client-savvy with an understanding of sales and LP lifecycle nuances.
• Proactive and independent in gathering necessary information for meetings.
• Support-oriented, resourceful, and collaborative.
• Detail-oriented and responsible.

Languages

• English and one of the following: French, Spanish, or German.

The Carlyle Group (NASDAQ: CG) is a global investment firm managing $453 billion of assets as of March 31, 2025. Founded in 1987, Carlyle has grown into one of the world's largest and most successful investment firms, with over 2,300 professionals across 29 offices globally. We emphasize development, retention, and inclusion through our internal processes and Employee Resource Groups (ERGs). Our purpose is to invest wisely and create value for our investors, including pension funds, wealthy individuals, sovereign wealth funds, unions, and corporations. Carlyle invests across Global Private Equity, Global Credit, and Carlyle AlpInvest, with expertise in numerous industries including aerospace, defense, consumer, energy, financial services, healthcare, industrial, real estate, technology, telecommunications, media, and transportation. We believe diverse experiences and viewpoints drive success and foster an environment of open idea sharing and valued insights. Our leadership team aims to assemble diverse perspectives to build better businesses and create stakeholder value. Job ID 4908.