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

The Carlyle Group • New York, NY

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About The Position

The Carlyle Group is hiring a Vice President, Product Specialist within 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 role turns complex investment information into clear, compelling stories and polished, visually engaging materials for sales teams and investors. The position involves regular interaction with existing and prospective investors and distribution partners, collaboration across seniority levels, and management of multiple projects under tight deadlines. The successful candidate will also improve team workflows, including by using AI and automation.

Requirements

• Bachelor’s degree.
• Series 7 and Series 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.
• A strong understanding of financial markets and/or experience with private equity.
• Advanced PowerPoint skills and a strong eye for design, layout, and visual hierarchy.
• Advanced Excel and Microsoft Office skills.
• Exceptional written and oral communication skills, including the ability to make complex information clear and memorable.
• Strong interpersonal skills and the ability to build relationships with stakeholders at different levels of seniority.
• Strong project management, time management, prioritization, and judgment in a fast-paced environment.
• High attention to detail and rigorous accuracy standards for investor-facing materials.
• Proficiency in leveraging AI and automation tools to streamline workflows, improve productivity, and enhance deliverable quality while maintaining accuracy and confidentiality.
• Self-starter mindset, flexibility, resilience, and ability to deliver high-quality work under pressure.
• Client-centric mindset, intellectual curiosity about alternatives and private equity, and a thoughtful approach to risk management.
• Ability to work collaboratively and foster a positive team dynamic.

Nice To Haves

• Investor relations or business development experience at a private equity investment firm.
• Investment banking, capital markets, or asset management experience.
• Experience supporting fundraising and engaging directly with investors.
• Wealth or retail channel experience.

Responsibilities

• Support the full fund lifecycle, including fundraising, distribution, and ongoing investor relations.
• Develop deep product knowledge and serve as the internal subject matter expert on evergreen strategies, including deal structures, terms, fees, and performance, supporting Carlyle’s global sales force and distribution partners.
• Translate complex investment, structuring, and performance information into clear, engaging narratives tailored to audiences such as 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 contents, and thought-leadership content.
• Prepare and manage existing and prospective client requests, including RFPs, DDQs, and other due diligence requests, ensuring technical accuracy and consistency.
• Maintain internal materials, including investor pipelines, fundraising dashboards, talking points, performance summaries, and sales collateral.
• Support the strategy 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.
• Prepare bespoke, data-driven fundraising and investor analyses using technical skills.
• Improve workflows for producing materials, responding to requests, and managing investor data by reducing repetitive work, building templates, standardizing content libraries, and leveraging AI and automation tools.
• 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.

Benefits

• Retirement benefits.
• Health insurance.
• Life insurance.
• Disability insurance.
• Paid time off.
• Paid holidays.
• Family planning benefits.
• Wellness programs.
• Potential eligibility to participate in an annual discretionary incentive program.

What This Job Offers

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