Company Profile
The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 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 Carlyle AlpInvest - 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 believe that a wide spectrum of experiences and viewpoints drives 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." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.
Fund or Department Description
Carlyle Private Equity Partners Fund (CPEP) was established to provide eligible individuals a single access point to Carlyle's Global Private Equity (GPE) platform by participating in transactions alongside Carlyle's established GPE funds, including buyout, growth, infrastructure and certain other investment strategies. Carlyle's philosophy prioritizes depth over breadth, positioning the firm as a specialist within sectors and geographies where the team believes it has a competitive advantage to drive performance.
Carlyle's GPE segment is one of the world's largest and most diversified private equity platforms, spanning industries, geographies and asset types. Across Carlyle, we look to build better businesses through our global platform, local insights and deep industry expertise.
Position Summary
The Vice President will play a critical leadership role within Carlyle's Global Private Equity (GPE) platform, supporting the growth and development of Carlyle Private Equity Partners (CPEP)-a global evergreen private equity vehicle designed for retail and high-net-worth investors. This individual will also lead the origination and execution of buyout transactions across sectors, working closely with The Head of CPEP and senior Private Equity professionals in a lean, high-impact team environment.
This role combines strategic fund-level oversight with active investment execution responsibilities, requiring exceptional analytical acumen, transaction experience, and leadership capability.
Primary Responsibilities
Evergreen Platform Strategy & Portfolio Oversight
- Evaluate and monitor investment opportunities sourced from the broader Carlyle platform (e.g., direct opportunities, balance sheet investments, secondary stakes) for inclusion in the evergreen portfolio.
- Collaborate with internal stakeholders across GPE, CEP, CTEP, CAP, and CJP, and with the Carlyle research team, to align portfolio construction with broader macroeconomic and investment theses.
- Drive marketing efforts for CPEP across the US and Internationally as Carlyle scales the strategy.
- Serve as a thought leader in external and internal forums, supporting capital raising, strategic planning, and investor education initiatives.
- Provide oversight of the fund-level financial model for CPEP, including sensitivities, scenario analysis, and long-term capital planning.
- Monitor competitor products (e.g., BXPE, KKR Prime, Apollo AAA) and incorporate insights into platform development and strategic positioning.
Requirements
Education & Certificates
- Bachelor's degree required, ideally in Finance, Economics, Business, Mathematics, or a related field.
- Advanced certifications such as an MBA, CFA, or CAIA are strongly preferred.
Professional Experience
- 6-10 years of relevant experience in private equity, investment banking, or related alternative investment fields.
- Demonstrated experience executing complex private equity transactions and leading cross-functional deal teams.
- Familiarity with evergreen vehicles or long-duration capital strategies is a strong plus.
Competencies & Attributes
- Deep technical expertise in financial modeling, valuation analysis, capital structuring, and performance tracking.
- Strategic thinker with a sophisticated understanding of private equity fund mechanics and portfolio construction.
- Strong communication skills with the ability to clearly articulate investment theses and strategic recommendations to senior stakeholders.
- High proficiency in Excel, PowerPoint, and financial platforms (e.g., Bloomberg, Preqin, Capital IQ, FactSet); experience with SQL, Python, or VBA is a plus.
- Exceptional organizational and project management skills, with the ability to handle multiple concurrent workstreams and deliver under tight deadlines.
- Entrepreneurial, self-motivated, and comfortable operating in a dynamic, growth-oriented environment.
- Proven team leader and mentor; able to develop junior talent and foster a high-performance culture.
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 $250,000.
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.
