PE Product Specialist & Investor Relations

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

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.