Executive Assistant, Global Wealth

The principal responsibility of this position is to provide administrative support to at least one Managing Director, one Principal and one Vice President within our Global Wealth team.

• Proactively maintain calendars, contacts and tasks (primarily done through Microsoft Office); schedule and coordinate internal and external meetings and events, including tracking attendance, registering and greeting guests, ordering, setting up and taking down catering in meeting rooms.
• Coordinate complex and ever‑changing domestic and international travel arrangements, which include flights (commercial and private), hotel reservations, car service, internal and client meetings, and events, etc. This also includes checking managers into flights, tracking flights (and weather), and troubleshooting travel problems, if they arise, including after hours or on weekends, as needed.
• Booking conference rooms, making lunch/dinner reservations, planning team events and assisting with team conferences.
• Phones:
  For senior Investment Professionals, answer phone lines and take messages as needed.
• Expenses:
  Produce, review, edit and complete expense reimbursement reports (which can involve appropriate foreign currency conversions) primarily using Concur; work with AP for timely payments and track reimbursements.
• Investor Relations:
  Maintain CRM and run reports as needed for team.
• Perform general administrative and office tasks including, but not limited to, preparing correspondence, file organization, data entry, maintaining contact lists and process documents, archiving and preparing and printing pre‑meeting materials for review, assist with moderate printing, copying, filing and mailing.
• Prepare, print and, where necessary, ship presentation materials to ensure such materials are available for team onsite and during travel.
• Collaborate with IT (in a remote office) to ensure that audio/visual components are set up and functional in advance of meetings.
• Order supplies for the office and retrieve guests/deliveries from office reception.
• Subscriptions:
  Manage research subscriptions.
• Conferences:
  Manage attendance to conferences and membership to business organizations.
• Assist with special projects/event planning as needed;
  Pro‑actively anticipate work assignments whenever possible.
• Maintain confidentiality of all sensitive and confidential issues.
• Building strong professional relationships with colleagues in all Carlyle offices worldwide.
• Other reasonably related duties as assigned.

• A minimum of 5‑7 years experience supporting senior professionals in a corporate setting, required.
• Excellent Microsoft Office skills (including PowerPoint, Word and Excel).
• Proficient with Concur.
• Knowledge in CRM database (Deal Cloud) a plus.
• Roadshow experience is a plus.
• Willingness to work in the NY office at least four days each week (with flexibility when needed on Fridays).
• Highly organized, proactive mindset and willingness to go the extra mile.
• Ability to prioritize effectively and juggle multiple urgent tasks.
• Works well under pressure (with deadlines).
• Ability to work independently with minimal supervision with strong follow‑through skills.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Collaborative/teamwork attitude and skills a must.
• Maintain a positive attitude in a fast‑paced work environment.

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 $110,000 to $115,000.

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…