Analyst, Product Specialist, AlpInvest Client Solutions Group

The Carlyle Group Employee Co. • New York, NY

2d

About The Position

Carlyle seeks an Analyst Product Specialist within AlpInvest’s Client Solutions Group (CSG). The role supports the growth of Private Wealth strategies across the AlpInvest platform and may also work across Co-Investment, Portfolio Finance, and Primary Investments. The Analyst supports fundraising efforts across Institutional and Private Wealth channels and provides key assistance to Senior Product Specialists on strategic initiatives across the segment. The position also coordinates investor requests and responses and serves as an AlpInvest segment expert for other parts of Carlyle and the Firm’s Global Wealth Sales professionals. The successful candidate will build expertise in AlpInvest’s strategies, prioritize multiple projects, and work effectively under pressure in a deadline-oriented environment.

AlpInvest, part of Carlyle Global Investment Solutions, manages $77 billion in assets across private equity and credit investments and invests in Secondary, Co-Investment, NAV / Fund finance, and Primary Fund markets. Its Client Solutions Group handles segment-wide investor relations, business development, and fundraising for flagship fund products and multi-strategy solutions serving institutional and private wealth clients.

Requirements

• Bachelor’s degree required.
• At least 1 year of professional experience; the stated required range is 1–3 years.
• Advanced Microsoft Office skills, including Excel and PowerPoint.
• Excellent computer skills and ability to learn and become a subject matter expert in systems used to respond to investor and Senior Product Specialist requests.
• Ability to work well under pressure as a self-starter.
• Strong interpersonal skills.
• Strong organizational skills and attention to detail.
• Excellent written and oral communication skills.
• Flexibility to handle multiple tasks and changing priorities.
• Demonstrated ability to work effectively as part of a team.

Nice To Haves

• Series 7 and 63 licenses.
• Experience in investor relations or business development within private markets, financial services, investment banking, capital markets / advisor, consulting, or asset management.
• Background in or around private credit markets, including experience at another asset manager or on a leveraged finance desk, and experience running capital markets processes.
• Experience with a CRM system, including DealCloud.

Responsibilities

• Assist with and participate in onsite and virtual investor meetings and conferences.
• Draft and position marketing materials for AlpInvest funds and new product initiatives.
• Support the development of due diligence materials and legal documentation.
• Assist segment leadership with new product and strategy initiatives and presentations to Firm leadership.
• Work with senior leadership to support key presentations internally and externally.
• Lead investor diligence requests and handle ad hoc investor requests.
• Serve as an internal expert on AlpInvest products to support the global Sales team.
• Maintain data room materials and investor access.
• Maintain investor pipelines and diligence request trackers.
• Maintain the CRM system.

Benefits

• Retirement benefits.
• Health insurance.
• Life insurance and disability benefits.
• Paid time off.
• Paid holidays.
• Family planning benefits.
• Wellness programs.
• May be eligible for an annual discretionary incentive program, dependent on individual and organizational performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level