Vice President, Product Specialist, Global Private Equity Client Solutions Group

The Carlyle Group Employee Co.•New York, NY

About The Position

The Carlyle Group is seeking a Vice President, Product Specialist in its Client Solutions Group to support fundraising, sales enablement, and investor engagement for private equity evergreen strategies, with a focus on the wealth channel. This entrepreneurial, people-facing position requires turning complex investment information into clear, compelling narratives and polished, visually engaging materials. The role involves regular interaction with existing and prospective investors and distribution partners, collaboration across seniority levels, and managing multiple projects under tight deadlines. The successful candidate will also identify opportunities to improve team workflows through templates, standardized content, AI, and automation.

Requirements

Bachelor’s degree.
Series 7 and 63 licenses, or ability to obtain them within 90 days of commencement.
At least 7 years of professional experience.
Experience at an alternative investment firm, alternative investment placement firm, investment bank, or consultant.
Strong understanding of financial markets and/or experience with private equity.
Advanced PowerPoint skills and strong design, layout, and visual hierarchy judgment.
Advanced Excel and Microsoft Office skills.
Exceptional written and oral communication skills and the ability to distill complex information into memorable messages.
High attention to detail and rigorous accuracy standards for investor-facing materials.
Ability to develop competency quickly in reporting platforms and systems to obtain usable LP data.
Strong project management, time management, prioritization, and judgment in a fast-paced environment.
Ability to deliver high-quality work under pressure and adapt to changing priorities.
Proficiency in using AI and automation tools to streamline workflows and improve productivity and deliverables, while maintaining appropriate standards for accuracy and confidentiality.
Client-centric mindset, intellectual curiosity about alternatives and private equity, and a thoughtful approach to risk management.
Ability to build relationships, take initiative, and work effectively with people at all levels of seniority.

Nice To Haves

Experience in investor relations or business development at a private equity investment firm, or in investment banking, capital markets, or asset management.
Experience supporting fundraising and engaging directly with investors.
Experience with the wealth or retail channel.

Responsibilities

Support the full fund lifecycle, including fundraising, distribution, and ongoing investor relations.
Develop deep knowledge of evergreen strategies, including deal structures, terms, fees, and performance, and act as an internal subject matter expert for the global sales force and distribution partners.
Translate complex investment, structuring, and performance information into clear, engaging narratives for audiences including wealth advisors and internal sales teams.
Create and maintain marketing and diligence materials, including pitch decks, case studies, investor updates, newsletters, email campaigns, fact sheets, data room content, and thought-leadership content.
Prepare and manage client requests, including RFPs, DDQs, and other due diligence requests, ensuring technical accuracy and consistency.
Maintain internal documents such as investor pipelines, fundraising dashboards, talking points, performance summaries, and sales collateral.
Support the planning and coordination of client meetings and events, global roadshows, webinars, and investor conferences, including training and enabling relationship managers.
Monitor and analyze product performance, market trends, competitor offerings, and industry developments to inform product positioning, fundraising strategy, and investor communications.
Use technical skills to prepare bespoke, data-driven fundraising and investor analyses.
Assess workflows for producing materials, responding to requests, and managing investor data; reduce manual work through templates, standardized content libraries, AI, and automation.
Partner with Investor Relations, Investment Teams, Marketing, Corporate Affairs, Fund Management, Legal, and Compliance to align fundraising strategy and deliver a positive client experience.
Support Carlyle’s Compliance objectives by liaising with the Legal and Compliance Department.
Provide training and mentorship to junior team members.
Complete special projects as needed.