Executive Assistant, Global Private Equity Investor Relations
The Carlyle Group
Position Summary
Responsibilities
- 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.
- Expenses: 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.
- Printing and putting together pitch books.
- 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.
- Assist with special projects as needed; proactively 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.
Qualifications
- Bachelor’s degree strongly preferred
- At least 7+ years of experience in a professional, corporate environment supporting senior professionals
- Excellent Microsoft Office Skills (including PowePoint, Word and Excel)
- Knowledge in CRM database (DealCloud) 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
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.