Associate, Product Specialist, AlpInvest Investor Relations

The Carlyle Group; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading global investment firm is seeking an Associate Product Specialist to join the Investor Relations Team. This role entails supporting fundraising efforts, managing investor communications, and assisting senior product specialists across various investment strategies. Ideal candidates will have a bachelor’s degree, 3-4 years of relevant experience, and strong interpersonal skills. The position is based in London, offering a dynamic and fast-paced work environment.

Qualifications

• Minimum of 3-4 years of experience in investor relations or business development.
• Background in private credit markets is beneficial.
• Excellent computer skills and attention to detail.

Responsibilities

• Assist with investor meetings and conferences.
• Draft marketing materials for fund initiatives.
• Support due diligence materials and presentations.

Skills

Interpersonal skills

Organizational skills

Written communication

Oral communication

Ability to work under pressure

Education

Bachelor's degree

Series 7 and 63 preferred

Tools

Microsoft Office

CRM system (DealCloud preferred)

Job description

Associate, Product Specialist, AlpInvest Investor Relations

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Overview

Segment Profile: Carlyle's Global Investment Solutions (GIS), also known as AlpInvest, helps investors meet their objectives through tailored portfolio construction and rigorous investment selection. AlpInvest currently manages $77 billion of AUM across private equity and credit investments, and is a leading investor across the Secondary, Co-Investment, NAV / Fund finance, and Primary Fund markets. The segment has approximately 200 employees based in New York, London, Amsterdam, Hong Kong and Tokyo.

Fund or Department Description

The AlpInvest Investor Relations IR team is responsible for IR-related activities across the segment, as well as new business development and fundraising activities across both its flagship fund products, as well as multi-strategy solutions for institutional and private wealth client bases.

Position Summary

Carlyle seeks to hire an Associate Product Specialist within AlpInvest's Investor Relations Team. The Associate will play a key role in supporting the growing Private Wealth strategies across the AlpInvest Secondary Platform, and will also have the opportunity to work across AlpInvest's other product lines of Co-Investment, Portfolio Finance and Primary Investments, and be responsible for supporting AlpInvest's fundraising efforts across both Institutional and Private Wealth channels. The position will provide key support to Senior Product Specialists to drive strategic initiatives across the segment, as well as coordinating investor requests/responses, serving as a segment expert to other parts of Carlyle and the Firm's Sales professionals. The role will include interaction with existing limited partners and investors. The successful candidate must be able to build expertise in the key strategies which AlpInvest operates, prioritize multiple projects and work under pressure in a deadline-oriented environment.

Primary Responsibilities

• Assist with and participate in onsite and virtual investor meetings and conferences
• Drafting and positioning of marketing materials for AlpInvest funds and new product initiatives
• Support development of due diligence materials and legal documentation
• Assist segment leadership with new product and strategy initiatives, and presentations to Firm leadership
• Work with senior leadership to support key presentations internally and externally
• Lead various diligence requests from investors, as well as ad hoc investor requests
• Serve as internal expert on AlpInvest products to support the global Sales team
• Maintenance of data room materials and investor access
• Maintenance of investor pipelines and diligence request trackers
• CRM maintenance

Qualifications

Education & Certificates

• Bachelor's degree required
• Series 7 and 63 preferred

Professional Experience

• Minimum of 3-4 years of experience required
• Preferred experience includes: investor relations or business development within private markets, financial services, investment banking, capital markets / advisor, consulting, or asset management
• Background in/around the private credit markets, either gained from another asset manager or experience on a leveraged finance desk, and in running capital markets processes, will be beneficial for this role
• Excellent computer skills, including ability to learn and become the subject matter expert in the systems used to respond to investor and Senior Product Specialist requests
• Self-Starter, with the ability to work well under pressure
• Strong interpersonal skills
• Strong organizational skills and detail oriented; attention to detail
• Excellent written and oral communication skills
• Flexibility to handle multiple tasks and changing priorities
• Demonstrated ability to work effectively as part of a team

Position-specific Technical Requirements

• Advanced Microsoft Office (including Excel and PowerPoint) skills required
• CRM system including DealCloud is preferred

Company Profile

The Carlyle Group (NASDAQ: CG) is a global investment firm with $441 billion of assets under management and more than half of the AUM managed by women, across 636 investment vehicles as of December 31, 2024. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world\'s largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.

At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that we are focused on assembling leadership teams with the strongest insights from a range of perspectives to build better businesses and create value for all of our stakeholders. We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.