Analyst, Product Specialist, AlpInvest Investor Relations

Basic information

Job Name:

Analyst, Product Specialist, AlpInvest Investor Relations

Location:

New York/OVA

Line of Business:

Investment Solutions

Job Function:

Investor Relations

Date:

Wednesday, May 22, 2024

Position Summary

Position Summary

Carlyle seeks to hire a Senior Analyst, Product Specialist in our GIS Investor Relations Group. The Senior Analyst will be primarily responsible for supporting AlpInvest's multi-strategy offerings across both the Institutional and Private Wealth channels. The position will support Senior Product Specialists and will assist with responding to investor requests and providing analysis to Sales professionals as needed. Periodic interaction with existing limited partners and investors may be required. The successful candidate must be able to prioritize multiple projects and work under pressure in a deadline-oriented environment.

Responsibilities

Primary Responsibilities

• Assist with and participate in onsite and virtual investor meetings and conferences
• Drafting and positioning of marketing materials for AlpInvest funds and new product initiatives
• Support development of due diligence materials and legal documentation
• Assist segment leadership with new product and strategy initiatives, and presentations to Firm leadership
• Work with senior leadership to support key presentations internally and externally
• Lead various diligence requests from investors, as well as ad hoc investor requests
• Maintenance of data room materials and investor access
• Maintenance of investor pipelines and diligence request trackers
• CRM maintenance

Qualifications

Requirements

Education & Certificates

• Bachelor's degree required
• Series 7 and 63 preferred

Professional Experience

• Minimum of 2 years of experience required
• Preferred experience includes: investor relations or business development within private markets, financial services, investment banking, capital markets / advisor, consulting, or asset management.
• Excellent computer skills, including ability to learn and become the subject matter expert in the systems used to respond to investor and Senior Product Specialist requests
• Self-Starter, with the ability to work well under pressure
• Strong interpersonal skills
• Strong organizational skills and detail oriented; attention to detail
• Excellent written and oral communication skills
• Flexibility to handle multiple tasks and changing priorities
• Demonstrated ability to work effectively as part of a team

Position-specific Technical Requirements

• Advanced Microsoft Office (including Excel and PowerPoint) skills required
• CRM system including DealCloud is preferre
• Ability to quickly develop competency in manipulating various reporting platforms and systems to obtain usable LP data

Company Information

Company Profile:

The Carlyle Group (NASDAQ: CG) is a global investment firm with $382 billion of assets under management and more than half of the AUM managed by women, across 600 investment vehicles as of September 30, 2023. 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 28 offices in North America, South 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 know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.

Segment Profile: Carlyle Global Investment Solutions (AlpInvest Partners)

Carlyle's Global Investment Solutions (GIS), also known as AlpInvest, helps investors meet their objectives through tailored portfolio construction and rigorous investment selection. AlpInvest currently manages $77 billion of AUM across private equity and credit investments, and is a leading investor across the Secondary, Co-Investment, NAV / Fund finance, and Primary Fund markets. The segment has approximately 200 employees based in New York, London, Amsterdam, Hong Kong and Tokyo.

Fund or Department Description

The AlpInvest Investor Relations ("IR") team is responsible for IR-related activities across the segment, as well as new business development and fundraising activities across both its flagship fund products, as well as multi-strategy solutions for both institutional and private wealth client bases.