Analyst, Product Specialist, Credit Investor Relations

Carlyle Group; Montgomery (AL); On-site; USD 112,500 - 137,500; Full time

Benefits offered by this job

Health insurance

Retirement benefits

Life insurance

Disability insurance

Paid time off

Paid holidays

Family planning benefits

Wellness programs

Incentive program

Job summary

The Carlyle Group is seeking an Analyst as a Product Specialist within the Global Credit Investor Relations team in New York. You will support Senior Credit Product Specialists by handling fundraising processes and responding to investor requests, with interactions with LPs and prospective investors.

Key activities include drafting marketing materials, due diligence packages, maintaining data rooms and investor pipelines, coordinating roadshows, and preparing presentations.

Qualifications

• Bachelor’s degree required.
• Minimum 3.5 GPA.
• Series 7 and 63 preferred.
• Minimum of 2 years of experience required.
• Investor relations or business development in private credit preferred; investment banking/capital markets/asset management experience valued.
• Strong understanding of financial markets and credit strategies.
• Excellent computer skills and ability to learn systems used to respond to investor requests.

Responsibilities

• Fundraising support with drafting marketing materials for private credit funds.
• Development of due diligence materials and legal documentation.
• Support ongoing and ad‑hoc investor requests and data room maintenance.
• Maintain investor pipelines and diligence trackers; liaison with Fund Management.
• Coordinate roadshows with Credit Sales and prepare meeting materials.
• Develop presentations and reports for internal and external audiences.

Skills

Interpersonal skills

Communication skills

Detail oriented

Self-Starter

Team player

Education

Bachelor’s degree

GPA 3.5

Series 7 & 63 preferred

Tools

Excel

PowerPoint

DealCloud CRM

Job description

Job Details

• Job Name: Analyst, Product Specialist, Credit Investor Relations
• Location: New York/OVA
• Line of Business: Global Credit
• Job Function: Investor Relations
• Date: Thursday, February 22, 2024

Position Summary

The Carlyle Group seeks to hire an Analyst as a Product Specialist within the Global Credit Investor Relations team. The position will support Senior Credit Product Specialists in managing fundraise processes and handling investor requests. Select interaction with existing limited partners and potential investors is expected. This successful candidate must be able to prioritize multiple tasks and work under pressure in a deadline‑oriented environment.

Responsibilities

Primary Responsibilities:

• Fundraising support
  • High involvement in the drafting of marketing materials for various private credit funds
  • Support development of due diligence materials and legal documentation
  • Support ongoing and ad‑hoc investor requests
  • Work on case studies and portfolio updates with the investment teams
  • Market research from Preqin and other sources
  • Maintenance of data room materials and investor access
  • Maintenance of investor pipelines and diligence request trackers
  • Work with Credit Sales team on roadshow calendars, diligence sessions and meeting support
  • Liaise with Fund Management to produce data requests and reporting materials
  • Maintenance of fund level/portfolio level talking points
  • Work on various ad‑hoc internal and external presentations
• CRM Maintenance
  • Maintain fundraise trackers on DealCloud
  • Monitor data room access process
  • Assist in DealCloud coordination of large scale‑diligence events
  • Ad hoc report requests (e.g., pulling list of investors for a specific fund)
• Investor Meetings and Events
  • Assist with onsite investor meetings and conferences by coordinating with Credit Sales, Credit Product and investment teams to schedule road shows with investors
  • Preparing meeting agenda and presentation materials and organizing prep sessions
• Develop and maintain professional relationships with Sales, Fund Management, Legal and Compliance

Qualifications

• Education & Certificates
  • Bachelor’s degree required
  • Minimum 3.5 GPA
  • Series 7 and 63 preferred
• Professional Experience
  • Minimum of 2 years of experience required
  • Preferred Experience includes: Investor relations or business development at a private credit investment firm; investment banking/capital markets/asset management role
  • A strong understanding of financial markets and experience with credit strategies
  • Excellent computer skills, including ability to learn and become the subject matter expert in the systems used to respond to investor and Senior Credit 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
  • Ability to quickly develop competency in manipulating various reporting platforms and systems to obtain usable LP data

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 $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.