Analyst, Product Specialist, Global Private Equity Client Solutions Group

The Carlyle Group; New York (NY); On-site; USD 113,000 - 138,000; Full time

Job summary

The Carlyle Group in New York seeks a fundraising and investor relations professional to support the US Buyout Product Specialists within the Global Private Equity group. You will manage multiple tasks, prepare marketing materials, and respond to investor requests with precision under deadlines.

Candidates should have a minimum of two years of analytical/presentation experience, a solid understanding of financial markets or private equity, and the ability to collaborate across teams including

Qualifications

• Minimum of 2 years of analytical and presentation experience.
• Strong understanding of financial markets and/or private equity.
• Experience at an alternative investment firm, an alternative investment placement firm, an investment bank or a consultant is required.

Responsibilities

• Support fundraising and investor relations across the fund lifecycle.
• Create and maintain marketing and due diligence materials.
• Prepare responses for RFPs and DDQs.
• Coordinate client meetings, events, roadshows and conferences.
• Analyze industry research related to fundraising and competitive landscape.
• Collaborate with stakeholders across Legal, Compliance, Investment Teams and other groups.

Skills

Analytical ability

Financial markets knowledge

Private Equity experience

Team collaboration

Education

Bachelor’s degree

Series 7 & 63 within 90 days

Tools

Excel

PowerPoint

Data analysis tools

Job description

Position Summary

Working within the Global Private Equity (GPE) group, the candidate will support the US Buyout Product Specialists. Periodic interaction with limited partners and potential investors will be required to complete various assignments. This candidate must be able to prioritize multiple tasks, demonstrate attention to detail, and work under pressure in a deadline-oriented environment.

Primary Responsibilities

• Support entire fund lifecycle, including fundraising and ongoing investor relations
• Develop deep product knowledge and expertise
• Create and maintain marketing and diligence materials, including presentations, investor updates, data room contents, and thought-leadership content
• Prepare and manage existing and prospective client requests, including RFPs, DDQs, and other due diligence requests
• Support the strategy and coordination for client meetings and events, global roadshows, webinar events, and investor conferences
• Source and analyze industry research related to fundraising, including preparing analysis of the competitive landscape
• Utilize technical skills to prepare bespoke, data-driven fundraising and investor analyses
• Partner with key stakeholders (such as professionals across Client Solutions, Investment Teams, Corporate Affairs, Fund Management, Legal, Compliance) to promote engagement and alignment across the business to execute on the fundraising strategy and achieve positive client experience
• Support Carlyle’s Compliance objectives by liaising with the Legal and Compliance Department
• Complete special projects as needed

Requirements

Education & Certificates

• Bachelor’s degree required
• Series 7 and 63 required, or to be obtained within 90 days of commencement

Professional Experience

• Minimum of 2 years of analytical and presentation experience required
• A strong understanding of financial markets and/or experience with Private Equity required
• Experience at an alternative investment firm, an alternative investment placement firm, an investment bank or a consultant is required

Competencies & Attributes

• Team player, with demonstrated ability to work effectively as part of a team and foster a positive team dynamic
• Client-centric mindset, desire to deliver excellent experience for our existing and prospective investors
• Intellectual curiosity, demonstrating interest in alternatives / private equity and ongoing learning
• Excellent technical skills, including desire to learn and become the subject matter expert in the systems used to respond to investor requests
• Self-starter and creative thinker; takes initiative and actively engages in projects and team efforts
• Strong interpersonal skills
• Exceptional organizational skills and attention to detail
• Excellent written and oral communication skills
• Flexibility to handle multiple tasks and changing priorities in fast-paced environment; resilient and able to work well under pressure
• Advanced Microsoft Office (including Excel and PowerPoint) skills required
• Thoughtful approach to risk management
• 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 the United States 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.

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

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Visit our website to learn more about our firm and the ways our platform is shaping private markets.