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Associate, Product Specialist, Global Private Equity Client Solutions Group

Job in New York, New York City, Richmond County, New York, USA
Listing for: The Carlyle Group
Full Time position
Listed on 2026-10-05
Job specializations:
  • Finance & Banking
    Financial Analyst
Job Description & How to Apply Below
Location: New York

The Carlyle Group (NASDAQ: CG) is a global investment firm with $475 billion of assets under management, across 678 investment vehicles as of March 31, 2026. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals operating in 28 offices in North America, Europe, the Middle East, Asia and Australia.

Carlyle's purpose is to connect people, ideas, and capital to fuel growth for companies and performance for 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 Alp Invest - and has deep expertise across industries, markets, and geographies.

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." Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs).

We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.

Position Summary

The Carlyle Group seeks to hire an Associate as a Product Specialist for Global Private Equity within the Client Solutions Group. The position will support Senior PE Product Specialists in strategically managing fundraise processes and handling investor requests across Carlyle's growing US Buyout business. Periodic interaction with existing limited partners and potential investors is expected. This successful candidate must be able to prioritize multiple tasks, demonstrate attention to detail, and work under pressure in a deadline-oriented environment.

Primary Responsibilities:
  • Support entire fund lifecycle, including fundraising and ongoing investor relations
  • Develop deep product knowledge and expertise
  • Create and maintain marketing and diligence materials, including presentations, investor updates, data room contents, and thought‑leadership content
  • Prepare and manage existing and prospective client requests, including RFPs, DDQs, and other due diligence requests
  • Maintain strategic internal documents, including investor pipelines and dashboards to track toward fundraising progress and goals, talking points and performance summaries, sales collateral, etc.
  • Support the strategy and coordination for client meetings and events, global roadshows, webinar events, and investor conferences
  • Source and analyze market and industry research related to fundraising, including preparing analysis of the competitive landscape
  • Utilize technical skills to prepare bespoke, data‑driven fundraising and investor analyses
  • Partner with key stakeholders (such as professionals across Investor Relations, Investment Teams, Corporate Affairs, Fund Management, Legal, Compliance) to promote engagement and alignment across the business to execute on the fundraising strategy and achieve positive client experience
  • Support Carlyle's Compliance objectives by liaising with the Legal and Compliance Department
  • Complete special projects as needed
Requirements Education & Certificates
  • Bachelor's degree required
  • Series 7 and 63 required or to be obtained within 90 days of commencement
Professional Experience
  • Minimum of 6 years of experience required
  • Preferred Experience includes:
    Investor relations or business development at a private equity investment firm; investment banking/capital markets/asset…
Position Requirements
10+ Years work experience
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