Basic information

Job Name:

Senior Associate, Product Specialist, Credit Investor Relations

Location:

New York/OVA

Line of Business:

Investor Relations

Job Function:

Investor Relations

Date:

Thursday, February 27, 2025

Position Summary

The Carlyle Group seeks to hire a Senior Associate as a Product Specialist within the Global Credit Investor Relations team. The position will support Senior Credit Product Specialists in managing fundraise processes and handling investor requests across Carlyle’s growing Credit business with a focus on Carlyle’s Asset Backed Finance business. Regular interaction with existing limited partners and potential investors is expected. This successful candidate must be able to prioritize multiple tasks and work under pressure in a deadline-oriented environment.

Responsibilities

Fundraising support

High involvement in the drafting of marketing materials for various private credit funds
Development of due diligence materials and legal documentation
Handle ongoing and ad-hoc investor requests
Work on case studies and portfolio updates with the investment teams
Market research from Preqin and other sources
Maintenance of data room materials and investor access
Maintenance of investor pipelines and diligence request trackers
Work with Credit Sales team on roadshow calendars, diligence sessions and meeting support
Liaise with Fund Management to produce data requests and reporting materials
Maintenance of fund level / portfolio level talking points
Work on various ad-hoc internal and external presentations

CRM Maintenance

Maintain fundraise trackers on DealCloud
Monitor data room access process
Assist in DealCloud coordination of large scale-diligence events
Ad hoc report requests (e.g. pulling list of investors for a specific fund etc.)

Investor Meetings and Events

Assist with onsite investor meetings and conferences by:
Coordinating with the Credit Sales, Credit Product and investment teams to schedule road shows with investors
Preparing meeting agenda and presentation materials and organizing prep sessions
Periodically perform above listed tasks in an investor facing capacity representing Carlyle in a professional manner

Develop and maintain professional relationships with Sales, Fund Management, Legal and Compliance

Qualifications

Education & Certificates

Bachelor’s degree required
Minimum 3.5 GPA
Series 7 and 63

Professional Experience

Minimum of 6 years of experience required
Preferred Experience includes: Investor relations or business development at a private credit investment firm; investment banking/capital markets/asset management role
A strong understanding of financial markets and experience with private credit strategies
Intellectual curiosity for developments in the private markets
Excellent computer skills, including ability to learn and become the subject matter expert in the systems used to respond to investor and Senior Credit 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 preferred
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 City 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 $175,000.

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 The Carlyle Group.

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $441 billion of assets under management and more than half of the AUM managed by women, across 636 investment vehicles as of December 31, 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 2,300 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 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." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.

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