Analyst / Associate, Product Specialist, Global Private Equity Investor Relations

Carlyle Investment Management • New York, NY

285d • $125,000 - $150,000

About The Position

Working within the Global Private Equity (GPE) group, the candidate will support the US Buyout Product Specialists. Periodic interaction with limited partners and potential investors will be required to complete various assignments. This candidate must be able to prioritize multiple tasks, demonstrate attention to detail, and work under pressure in a deadline-oriented environment.

Requirements

• Bachelor's degree required
• Minimum of 2 years of analytical and presentation experience required
• A 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

Nice To Haves

• Team player, with demonstrated ability to work effectively as part of a team and foster a positive team dynamic
• Client-centric mindset, desire to deliver excellent experience for our existing and prospective investors
• Intellectual curiosity, demonstrating interest in alternatives / private equity and ongoing learning
• Excellent technical skills, including desire to learn and become the subject matter expert in the systems used to respond to investor requests
• Self-starter and creative thinker; takes initiative and actively engages in projects and team efforts
• Strong interpersonal skills
• Exceptional organizational skills and attention to detail
• Excellent written and oral communication skills
• Flexibility to handle multiple tasks and changing priorities in fast-paced environment; resilient and able to work well under pressure
• Advanced Microsoft Office (including Excel and PowerPoint) skills required
• Thoughtful approach to risk management
• Ability to quickly develop competency in manipulating various reporting platforms and systems to obtain usable LP data

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 existing and prospective client requests, including RFPs, DDQs, and other due diligence requests
• Support the strategy and coordination for client meetings and events, global roadshows, webinar events, and investor conferences
• Source and analyze industry research related to fundraising, including preparing analysis of the competitive landscape
• Utilize technical skills to prepare bespoke, data-driven fundraising and investor analyses
• Partner with key stakeholders (such as professionals across Investor Relations, Investment Teams, Corporate Affairs, Fund Management, Legal, Compliance) to promote engagement and alignment across the business to execute on the fundraising strategy and achieve positive client experience
• Support Carlyle's Compliance objectives by liaising with the Legal and Compliance Department
• Complete special projects as needed

Benefits

• The anticipated base salary range for this role is $125,000 to $150,000
• 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, dependent on individual and organizational performance

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