Basic information
Job Name:
2-Year Analyst, Institutional Sales
Location:
London
Line of Business:
Investor Relations
Job Function:
Investor Relations
Date:
Wednesday, February 19, 2025
2-Year Analyst, Institutional Sales
The Carlyle Group
IT, Sales & Business Development
London, UK
Posted on Mar 19, 2025
Position Summary
The Carlyle Group seeks to hire a 2-Year Analyst within the European Investor Relations team. Working within the Private Equity, Credit, and AlpInvest Sales Group, the position will primarily support Sales professionals through the life cycle of fundraising. The position will also coordinate with the various Product Specialists in responding to investor requests as needed. The successful candidate must be highly organized with excellent attention to detail.
Responsibilities
- Assist the sales team in Europe with lead generation, investor outreach, follow-ups, and meeting coordination.
- Facilitate cross-team coordination on ad-hoc work streams.
- Manage the team's task list and ensure prompt internal coordination for follow-up responses.
- Maintain fundraising pipelines by geographies and products to consolidate the European team's efforts in real-time.
- Support investor meetings and events by hosting meetings, assisting with on-site due diligence, and coordinating with the investment team.
- Prepare and distribute pre-meeting briefings to participants.
- Play a key role in organizing investor events and managing the conference calendar.
- Handle the distribution of marketing materials and assist with ad-hoc presentation materials.
- Attend meetings, draft notes for DealCloud, and mnage follow-ups on investor requests.
CRM Maintenance:
- Maintain the central CRM database (DealCloud) for sales professionals.
- Analyze fundraising data, track investor commitments, and report to senior management.
- Serve as the point person for DealCloud, enhancing its build-out and reporting functions.
- Utilize DealCloud for large-scale prospecting activities.
- Respond to ad-hoc requests, such as generating investor lists for specific funds or detailing commitment information.
Qualifications
Education & Certificates:
- Bachelor's degree with a minimum GPA of 3.3 required.
Professional Experience:
- Seeking a candidate with 1-3 years of experience in a related field, preferably in investor relations within an investment firm/placement agent, or investment banking/consultancy.
- Advanced skills in Microsoft Office, including Excel and PowerPoint, are essential.
- Familiarity with a CRM system, such as DealCloud, is advantageous.
Competencies & Attributes:
- Highly organized with experience managing tasks to a timeline.
- Proficient in Microsoft Office, especially Word, Excel, and PowerPoint.
- Self-starter with the ability to work well under pressure.
- Exhibits professional conduct well-suited for interactions with investors.
- Detail-oriented with a focus on precision.
- Possesses excellent written and verbal communication skills.
- Fluency in French is required.
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.