Private Wealth Solutions Analyst

The Carlyle Group

New York (NY)

On-site

USD 95,000 - 116,000

Full time

7 days ago
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Benefits offered by this job

Health insurance
Retirement benefits
Paid time off
Annual discretionary incentive

Job summary

The Carlyle Group is hiring an Analyst Product Specialist within AlpInvest’s Client Solutions Group in New York. You will support Private Wealth strategies, coordinate investor requests, and work with Senior Product Specialists to drive strategic initiatives across AlpInvest’s platforms.

You’ll draft materials, manage diligence processes, and maintain investor data rooms while collaborating with Carlyle’s global sales teams.

Qualifications

  • Bachelor's degree required; Series 7 and 63 preferred.
  • 1–3 years of experience in investor relations, business development, private markets, or asset management.
  • Strong communication, organization, and attention to detail; ability to handle multiple tasks under deadline.

Responsibilities

  • Assist with onsite and virtual investor meetings and conferences.
  • Draft and position marketing materials for AlpInvest funds and new product initiatives.
  • Support due diligence materials and legal documentation.
  • Coordinate presentations to Firm leadership and respond to investor requests.
  • Maintain data room materials, investor pipelines, and diligence trackers in CRM.

Skills

Self-Starter
Interpersonal skills
Organizational skills
Written and oral communication
multitasking

Education

Bachelor's degree
Series 7 and 63 licenses

Tools

DealCloud CRM
Microsoft Excel
PowerPoint

Job description

The Carlyle Group is hiring an Analyst Product Specialist within AlpInvest’s Client Solutions Group in New York. You will support Private Wealth strategies, coordinate investor requests, and work with Senior Product Specialists to drive strategic initiatives across AlpInvest’s platforms.

You’ll draft materials, manage diligence processes, and maintain investor data rooms while collaborating with Carlyle’s global sales teams.

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