Senior Analyst / Associate, Product Specialist, Real Assets Investor Relations
Carlyle Investment Management, LLC

Job Info

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Position Summary

Position Summary

Working within the Global Private Equity (GPE) group, the position will support the Real Assets Product Specialists across Carlyle's Real Estate, Infrastructure and Energy businesses and provide analysis to the GPE Sales professionals as needed. Periodic interaction with limited partners and potential investors will be required to complete various assignments. This successful candidate must be able to prioritize multiple tasks and work under pressure in a deadline-oriented environment.

Responsibilities

Primary Responsibilities

• Enable successful real assets fundraises by providing support, expertise, and leverage to Product Specialists and Relationship Managers
• Provide deep product knowledge and expertise
• Support entire fund lifecycle, including fundraising and LP communications
• Create and maintain marketing materials including presentations, investor updates and thought-leadership
• Prepare and manage existing and prospective client requests, including RFPs, DDQs, and other due diligence requests
• Periodically perform above listed tasks in an investor facing capacity representing Carlyle in a professional manner
• Understand and analyze industry trends and competitive landscape
• Source and analyze industry research related to fundraising or supporting data around fundraising strategy and rationale
• Drive the engagement and alignment across the business with key stakeholders and partners to execute on the fundraising strategy
• Develop and maintain professional relationships with Investor Relations professionals, Fund Heads, Fund Managers, Legal and senior management
• Support Carlyle's Compliance objectives by liaising with the Legal and Compliance Department
• Coordination and logistics of client events, onsite meetings, webinar events, investor conference
• Complete special projects as needed

Qualifications

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 Real Assets (Real Estate, Infrastructure and Energy) required
• Experience at an alternative investment firm, an alternative investment placement firm, an investment bank or a consultant is required
• CRM system experience required; Salesforce and DealCloud preferred.

Competencies & Attributes

• Excellent technical skills, including ability to learn and become the subject matter expert in the systems used to respond to investor 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

• Advanced Microsoft Office (including Excel and PowerPoint) skills required

• 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.

Company Information

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.

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