Product Specialist, Private Equity Investor Relations

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

Benefits offered by this job

Health insurance

Retirement benefits

Paid time off

Life insurance

Disability insurance

Family planning benefits

Wellness programs

Job summary

Carlyle Group in New York seeks an Analyst, Product Specialist for the Global Private Equity Client Solutions Group to support US Buyout product initiatives.

You will help prepare fundraising materials, investor updates, RFPs and due diligence requests, and coordinate client meetings, roadshows and events.

Requirements include a bachelor’s degree, Series 7 and 63 within 90 days, and at least two years of analytical and presentation experience in finance.

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.
• Strong understanding of financial markets and/or private equity.

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 client requests, including RFPs, DDQs, and other due diligence requests.
• Support strategy and coordination for client meetings, events, roadshows, webinars, and investor conferences.
• Source and analyze industry research related to fundraising and competitive landscape.
• Prepare bespoke, data-driven fundraising and investor analyses.
• Collaborate with stakeholders to promote engagement and align on fundraising strategy.

Education

Bachelor’s degree

Series 7 and 63 within 90 days

Tools

Microsoft Office

Excel

PowerPoint

Job description

Carlyle Group in New York seeks an Analyst, Product Specialist for the Global Private Equity Client Solutions Group to support US Buyout product initiatives.

You will help prepare fundraising materials, investor updates, RFPs and due diligence requests, and coordinate client meetings, roadshows and events.

Requirements include a bachelor’s degree, Series 7 and 63 within 90 days, and at least two years of analytical and presentation experience in finance.