Analyst, Product Specialist, AlpInvest Client Solutions Group

1P284 THE CARLYLE GROUP EMPLOYEE CO., LLC; New York, Ova (NY, KY); On-site; USD 95,000 - 116,000; Full time

Job summary

The Carlyle Group in New York seeks an Analyst Product Specialist within AlpInvest’s Client Solutions Group to support Private Wealth strategies and fundraising across institutional and private wealth channels. You will build expertise in AlpInvest’s products and coordinate responses to investor requests with senior sales leaders.

The role requires a bachelor’s degree, 1–3 years’ experience, and strong MS Office skills; Series 7/63 are preferred.

Qualifications

• Bachelor’s degree required; Series 7 and 63 preferred.
• Strong proficiency in Microsoft Office, especially Excel and PowerPoint.
• Experience with CRM systems such as DealCloud is preferred.

Responsibilities

• Assist with and participate in investor meetings and conferences (onsite and virtual).
• Draft and position marketing materials for AlpInvest funds and new products.
• Support development of due diligence materials and legal documentation.
• Assist segment leadership with new product initiatives and presentations to Firm leadership.
• Coordinate with Senior Product Specialists to respond to investor requests and maintain data rooms and investor pipelines.

Skills

Microsoft Office

Excel

PowerPoint

CRM systems

Education

Bachelor’s degree

Tools

DealCloud

Job description

Segment Profile:

Carlyle Global Investment Solutions (AlpInvest Partners) 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 Client Solutions Group(“CSG”) 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 both institutional and private wealth client bases.

Position Summary:

Carlyle seeks to hire an Analyst Product Specialist within AlpInvest’s Client Solutions Group. The Analyst will play a key role in supporting the growing Private Wealth strategies across the AlpInvest Platform, but 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 have an active role in coordinating investor requests / responses, serving as a segment expert to other parts of Carlyle and the Firm’s Global Wealth Sales professionals. 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

Requirements

Bachelor’s degree required Series 7 and 63 preferred

Professional Experience Minimum of 1-3 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

Benefits/Compensation

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 range for this role is $105,000. 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.

Who We Are

When people, ideas, and capital come together, opportunity expands across private markets. At Carlyle, this belief has shaped how we invest for decades, fueling growth for companies and delivering performance for investors. Visit our website to learn more about our firm and the ways our platform is shaping private markets.

About Us

The Carlyle Group (NASDAQ: CG) is a global investment firm with $485 billion of assets under management, across 678 investment vehicles as of June 30, 2026. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world’s largest and most successful investment firms, with more than 2,500 professionals operating in 28 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle’s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for 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 Carlyle AlpInvest – and has deep expertise across industries, markets, and geographies. At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.