2-Year Sales Analyst, LatAm Coverage, Investor Relations

Carlyle Investment Management • New York, NY

297d • $125,000

About The Position

The Carlyle Group seeks to hire an Analyst to support our firm's fundraising efforts. The Analyst will provide sales support to our LATAM Senior Relationship Managers (SRMs) and Consultant Relations team, who fundraise across all of the firm's investment verticals.

Requirements

• Bachelor's degree required
• 1-4 years of prior experience in Investor Relations, Financial Services or related field
• Strong interpersonal skills, organizational skills, and attention to detail
• Demonstrated ability to work effectively as part of a team
• Fluency in Spanish required

Nice To Haves

• Experience with Customer Relationship Management system
• Advanced Microsoft Office skills
• Organized and practical, can turn high level direction into tasks to execute
• Thoughtful and client-savvy, able to understand nuances of sales / LP lifecycle
• Proactive, can independently identify necessary information or materials for meetings
• Support-oriented, willing to jump in, can perform basic analyses to drive insight
• Resourceful and collaborative, can leverage resources across the function
• Detail oriented and responsible

Responsibilities

• Manage engagements with investors to align with fundraising strategy
• Translate fundraising plans into calendar of investor engagements
• Equip relationship managers with relevant investor information and context
• Prepare and update presentations for investor meetings
• Liaise with product specialists to ascertain meeting follow up
• Track and analyze fundraising data e.g. fundraising status, investor commitments
• Support the preparation of materials for conferences
• Focus segment distribution efforts in line with strategic priorities and objectives
• Optimize fundraising productivity of LATAM SRMs and Consultant Relations RMs
• Enable productive investor interactions by providing RMs with relevant information
• Provide insight on segment fundraising efforts to inform future strategies

Benefits

• Comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs
• Eligibility to participate in an annual discretionary incentive program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree