Product Specialist, Private Equity Fundraising

Carlyle; New York (NY); On-site; USD 149,000 - 201,000; Full time

Job summary

The Carlyle Group is seeking an Associate, Product Specialist for Global Private Equity within the Client Solutions Group in New York, NY. You will support fundraising, manage investor requests, and create marketing materials while coordinating client meetings and events across the firm.

You will develop product knowledge, handle RFPs and due diligence requests, and work with multiple stakeholders to ensure a high-quality investor experience.

Qualifications

• Bachelor’s degree required.
• Series 7 and 63 required or to be obtained within 90 days of commencement.
• Minimum 6 years of experience in investor relations, business development, or related roles.

Responsibilities

• Support entire fund lifecycle, including fundraising and investor relations.
• Develop deep product knowledge and fundraising materials.
• Prepare investor updates, data rooms, and due diligence content.
• Respond to RFPs, DDQs, and other inquiries from investors.
• Maintain investor pipelines and dashboards tracking fundraising progress.
• Coordinate client meetings, events, and roadshows globally.
• Analyze market research and competitive landscape for fundraising.
• Collaborate with IR, Investments, Legal, Compliance to execute strategy.

Skills

Investor relations

Business development

Financial markets

Private Equity

Client service

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

Job description

The Carlyle Group is seeking an Associate, Product Specialist for Global Private Equity within the Client Solutions Group in New York, NY. You will support fundraising, manage investor requests, and create marketing materials while coordinating client meetings and events across the firm.

You will develop product knowledge, handle RFPs and due diligence requests, and work with multiple stakeholders to ensure a high-quality investor experience.