Analyst, Product Specialist, AlpInvest Client Solutions Group

Carlyle Global Investment Solutions (Alp Invest Partners) Carlyle’s Global Investment Solutions (GIS), also known as Alp Invest, helps investors meet their objectives through tailored portfolio construction and rigorous investment selection. Alp Invest 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.

The Alp Invest Client Solutions Group(“CSG”) 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.

Carlyle seeks to hire an Analyst Product Specialist within Alp Invest’s Client Solutions Group. The Analyst will play a key role in supporting the growing Private Wealth strategies across the Alp Invest Platform, but will also have the opportunity to work across Alp Invest’s other product lines of Co-Investment, Portfolio Finance and Primary Investments, and be responsible for supporting Alp Invest’s fundraising efforts across both Institutional and Private Wealth channels.

The position will provide key support to Senior Product Specialists to drive strategic initiatives across the segment, as well as have an active role in coordinating investor requests / responses, serving as a segment expert to other parts of Carlyle and the Firm’s Global Wealth Sales professionals. The successful candidate must be able to build expertise in the key strategies which Alp Invest operates, prioritize multiple projects and work under pressure in a deadline-oriented environment.

• Assist with and participate in onsite and virtual investor meetings and conferences
• Drafting and positioning of marketing materials for Alp Invest 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
• Serve as internal expert on Alp Invest products to support the global Sales team
• Maintenance of data room materials and investor access
• Maintenance of investor pipelines and diligence request trackers
• CRM maintenance

Bachelor’s degree required Series 7 and 63 preferred

Professional Experience Minimum of 1-3 years of experience required

• Investor relations or business development within private markets , financial services, investment banking, capital markets / advisor, consulting, or asset management

Background in/around the private credit markets, either gained from another asset manager or experience on a leveraged finance desk, and in running capital markets processes, will be beneficial for this role

• 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

Advanced Microsoft Office (including…