Company Profile
The Carlyle Group (NASDAQ: CG) is a global investment firm with $435 billion of assets under management and more than half of the AUM managed by women, across 606 investment vehicles as of June 30, 2024. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,200 professionals operating in 29 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.
At Carlyle, we value diversity as a key driver of performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." Our aim is to cultivate a community where insights are continually exchanged and different perspectives are embraced. We recognize that diverse teams perform better and we are dedicated to leveraging diversity as a competitive advantage at Carlyle.
Position Summary
Working within the Global Private Equity (GPE) group, the candidate will support the US Buyout Product Specialists. Periodic interaction with limited partners and potential investors will be required to complete various assignments. This candidate must be able to prioritize multiple tasks, demonstrate attention to detail, and work under pressure in a deadline-oriented environment.
Primary 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
- Support the strategy and coordination for client meetings and events, global roadshows, webinar events, and investor conferences
- Source and analyze 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
Requirements
Education & Certificates
- Bachelor's degree required
Professional Experience
- Minimum of 2 years of analytical and presentation experience required
- A strong understanding of financial markets and/or experience with Private Equity required
- Experience at an alternative investment firm, an alternative investment placement firm, an investment bank or a consultant is required
Competencies & Attributes
- 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
- 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
Benefits/Compensation
The compensation range for this role is specific to New York and takes into account a wide range of factors including, but not limited to, the skill sets required/preferred; prior experience and training; licenses and/or certifications.
The anticipated base salary range for this role is $125,000 to $150,000.
In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle.
