Analyst, Product Specialist, AlpInvest Client Solutions Group

The Carlyle Group • New York, NY

4d

About The Position

Carlyle seeks an Analyst Product Specialist within AlpInvest’s Client Solutions Group (CSG). The role primarily supports the growing Private Wealth strategies across the AlpInvest platform, with opportunities to work across Co-Investment, Portfolio Finance, and Primary Investments. The Analyst supports fundraising across Institutional and Private Wealth channels and assists Senior Product Specialists with strategic initiatives. The position also involves coordinating investor requests and responses and serving as an AlpInvest segment expert for other Carlyle teams and Global Wealth Sales professionals. The successful candidate will build expertise in AlpInvest’s strategies, prioritize multiple projects, and perform under pressure in a deadline-oriented environment.

Carlyle’s Global Investment Solutions, also known as AlpInvest Partners, helps investors meet their objectives through tailored portfolio construction and rigorous investment selection. AlpInvest manages $77 billion of AUM across private equity and credit investments and invests in Secondary, Co-Investment, NAV / Fund finance, and Primary Fund markets. Its approximately 200 employees are based in New York, London, Amsterdam, Hong Kong, and Tokyo.

The AlpInvest Client Solutions Group is responsible for investor-relations activities across the segment, as well as new business development and fundraising for flagship fund products and multi-strategy solutions serving institutional and private wealth clients.

Requirements

• Bachelor’s degree required.
• Minimum of 1–3 years of experience required.
• Excellent computer skills, including the ability to learn and become a subject matter expert in systems used to respond to investor and Senior Product Specialist requests.
• Self-starter who can work well under pressure.
• 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.
• Advanced Microsoft Office skills, including Excel and PowerPoint, required.

Nice To Haves

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

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
• Disability benefits
• Paid time off
• Paid holidays
• Family planning benefits
• Wellness programs
• May be eligible to participate in an annual discretionary incentive program, dependent on various factors including individual and organizational performance

What This Job Offers

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