Associate, Product Specialist, Global Private Equity Client Solutions Group

The Carlyle Group•New York, NY

69d•Onsite

About The Position

The Carlyle Group seeks to hire an Associate as a Product Specialist for Global Private Equity within the Client Solutions Group. The position will support Senior PE Product Specialists in strategically managing fundraise processes and handling investor requests across Carlyle’s growing US Buyout business. Periodic interaction with existing limited partners and potential investors is expected. This successful 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
Series 7 and 63 required or to be obtained within 90 days of commencement
Minimum of 6 years of experience required
A strong understanding of financial markets and/or experience with Private Equity
Experience at an alternative investment firm, an alternative investment placement firm, an investment bank or a consultant is required
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, bringing energy, excitement, and an innovative approach to engineer processes for efficiency
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
Ability to leverage AI technologies to streamline operations, enhance decision-making, and drive execution of key responsibilities with greater efficiency and impact. While AI is a powerful enabler, it does not replace strategic thinking; human insight and judgment will remain essential.

Nice To Haves

Investor relations or business development at a private equity investment firm
Investment banking/capital markets/asset management role

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
Maintain strategic internal documents, including investor pipelines and dashboards to track toward fundraising progress and goals, talking points and performance summaries, sales collateral, etc.
Support the strategy and coordination for client meetings and events, global roadshows, webinar events, and investor conferences
Source and analyze market and 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