Analyst, Product Specialist, Global Private Equity Client Solutions Group

1P284 THE CARLYLE GROUP EMPLOYEE CO., LLC; Ova (KY); On-site; USD 113,000 - 138,000; Full time

Benefits offered by this job

Retirement benefits

Health insurance

Life insurance

Disability insurance

Paid time off

Paid holidays

Family planning benefits

Wellness programs

Incentive program

Job summary

The Carlyle Group is hiring within the Global Private Equity group to support US Buyout Product Specialists. The candidate will assist with fundraising, investor relations, and producing marketing and diligence materials for limited partners.

You will develop product knowledge, respond to RFPs and DDQs, coordinate events, and analyze industry research to inform fundraising strategy. The role demands attention to detail and strong Excel/PowerPoint skills.

Qualifications

• Bachelor’s degree required.
• Series 7 and 63 required, or to be obtained within 90 days of commencement.
• Minimum of 2 years of analytical and presentation experience required.
• 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.

Responsibilities

• Support the US Buyout fundraising and investor relations.
• Develop deep product knowledge and create marketing materials.
• Prepare and manage RFPs, DDQs and other due diligence requests.
• Coordinate client meetings, roadshows, webinars and investor conferences.
• Source and analyze industry research related to fundraising and the competitive landscape.
• Prepare bespoke, data-driven fundraising and LP analyses.
• Collaborate with stakeholders to promote engagement and align on the fundraising strategy.
• Support Carlyle’s Compliance objectives with Legal and Compliance.
• Complete special projects as needed.

Skills

Analytical skills

Presentation skills

Client-focused mindset

Team player

Attention to detail

Education

Bachelor’s degree

Series 7 & 63

Tools

Excel

PowerPoint

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.

• retirement benefits
• health insurance
• life insurance and disability
• paid time off
• paid holidays
• family planning benefits
• 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.

About Us

The Carlyle Group (NASDAQ: CG) is a global investment firm with $475 billion of assets under management, across 678 investment vehicles as of March 31, 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. Our Growth is Creating Great Opportunities! Our team is expanding, and we want to hire the most talented people we can. Continued success depends on it!