2-Year Analyst (LatAm), Institutional Sales

The Carlyle Group; New York (NY); On-site; USD 112,500 - 137,500; Full time

Benefits offered by this job

Health Insurance

Retirement Benefits

Paid Time Off

Wellness Programs

Life Insurance

Disability Insurance

Paid Holidays

Family Planning Benefits

Annual Discretionary Incentive Program

Job summary

An established industry player is seeking a motivated Analyst to enhance its fundraising efforts. This role involves managing investor engagements, supporting relationship managers, and analyzing fundraising data across diverse investment verticals. The ideal candidate will possess strong interpersonal skills, fluency in Spanish, and a proactive approach to problem-solving. Join a dynamic team dedicated to creating value for investors while fostering an inclusive and diverse work environment. This position offers a competitive salary and a comprehensive benefits package, making it a great opportunity for those looking to advance their career in a leading global investment firm.

Qualifications

• 1-4 years of experience in Investor Relations or Financial Services.
• Strong interpersonal and organizational skills required.

Responsibilities

• Manage investor engagements to align with fundraising strategies.
• Prepare presentations and materials for investor meetings.

Skills

Interpersonal Skills

Organizational Skills

Attention to Detail

Fluency in Spanish

Proactive Problem Solving

Team Collaboration

Education

Bachelor's Degree in Finance or Related Field

Tools

Customer Relationship Management (CRM) System

Microsoft Office Suite

Job description

Location:

New York/OVA

Line of Business:

Investor Relations

Job Function:

Investor Relations

Date:

Friday, February 7, 2025

Position Summary

The Carlyle Group seeks to hire an Analyst to support our firm’s fundraising efforts. The Analyst will provide sales support to our LATAM Senior Relationship Managers (SRMs) and Consultant Relations team, who fundraise across all of the firm’s investment verticals.

Responsibilities

• Manage engagements with investors to align with fundraising strategy
• Translate fundraising plans into calendar of investor engagements
• Equip relationship managers with relevant investor information and context
• Prepare and update presentations for investor meetings
• Liaise with product specialists to ascertain meeting follow up
• Track and analyze fundraising data e.g. fundraising status, investor commitments
• Support the preparation of materials for conferences
• Focus segment distribution efforts in line with strategic priorities and objectives
• Optimize fundraising productivity of LATAM SRMs and Consultant Relations RMs
• Enable productive investor interactions by providing RMs with relevant information
• Provide insight on segment fundraising efforts to inform future strategies

Qualifications

Education & Certificates

Professional Experience

• 1-4 years of prior experience in Investor Relations, Financial Services or related field
• Strong interpersonal skills, organizational skills, and attention to detail
• Demonstrated ability to work effectively as part of a team
• Fluency in Spanish required
• Experience with Customer Relationship Management system
• Advanced Microsoft Office skills
• Organized and practical, can turn high level direction into tasks to execute
• Thoughtful and client-savvy, able to understand nuances of sales / LP lifecycle
• Proactive, can independently identify necessary information or materials for meetings
• Support-oriented, willing to jump in, can perform basic analyses to drive insight
• Resourceful and collaborative, can leverage resources across the function
• Detail oriented and responsible

The compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.

The anticipated base salary for this role is $125,000.

In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.

Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $426 billion of assets under management and more than half of the AUM managed by women, across 586 investment vehicles as of December 31, 2023. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,200 professionals operating in 28 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 know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.