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 across the Carlyle Group platform and closely coordinating with specific function groups, Carlyle's Insurance Distribution Group (IDG) is seeking an Associate to support the broader IDG team's distribution of offerings across all segments to insurance companies with a presence in North America. These offerings - across publicly-rated, privately rated, and unrated - range from single asset and portfolio financings to bespoke structured and securitized products. The role is a fast-paced, highly competitive role that is rewarded based upon consistent, superior results.
This successful candidate must be self-directed and able to prioritize multiple tasks and work under pressure in a deadline-oriented environment. Select interaction with existing limited partners and potential investors is expected as well as developing proficiency/fluency in the underlying products and structures.
Primary Responsibilities
- Develop and maintain trackers and KPIs for relationships with insurance companies and capture all activity and sales-related data in CRM system.
- Prepare materials for one-on-one meetings, group presentations and client meetings/events and take accountability for follow-ups from these interactions.
- Assist in the creation of marketing plans, due diligence materials, customized investor presentations, managed account proposals, quarterly investor letters as well as reviewing responses to DDQs and other investor information requests.
- Perform research on insurance companies, industry/market trends and developments and develop sound working knowledge of Carlyle's products and services.
- Effectively manage firm resources, which involve: travel expenses, and entertainment budget.
- Collaborate with other project managers / segment / product specialists throughout the capital formation process to ensure full coordination and implement best practices and lessons learned from prior initiatives.
- Support Carlyle's Compliance objectives by liaising with the Legal and Compliance Department.
- Coordination and logistics of client events, onsite meetings, webinar events, investor conferences.
Requirements
Education & Certificates
- Bachelor's degree required
Professional Experience
- Minimum of 3-4 years of experience required.
- Preferred Experience includes: Investor relations or business development at a private investment firm; investment banking/capital markets; structured products.
- Existing knowledge of and / or relationships with insurance companies is an advantage
- Demonstrated track record of consistently meeting and/or exceeding performance expectations
- Must have the ability to work in a challenging and collaborative environment.
- Possess a strong desire to compete and win.
- Possess excellent oral and written communication skills.
- Possess excellent interpersonal and customer service skills.
- Must have strong relationship building skills.
- Must be a detail-oriented, well-organized self-starter with high energy and creativity
Competencies & Attributes
- Advanced Microsoft Office (including Excel and PowerPoint) skills required
- CRM system including DealCloud is preferred
- Ability to quickly develop competency in manipulating various reporting platforms and systems to obtain usable client 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 $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.
