Basic information
Job Name:
Analyst, Product Specialist, AlpInvest Investor Relations
Location:
New York/OVA
Line of Business:
Investor Relations
Job Function:
Investor Relations
Date:
Sunday, June 8, 2025
Analyst, Product Specialist, AlpInvest Investor Relations
The Carlyle Group
IT, Product
New York, NY, USA
USD 105k-105k / year
Posted on Jun 21, 2025
Position Summary
Carlyle AlpInvest, also known as AlpInvest, helps investors meet their objectives through tailored portfolio construction and rigorous investment selection. AlpInvest currently manages $89 billion of AUM across private equity and credit investments, and is a leading investor across the Secondary, Co-Investment, NAV / Fund finance, and Primary Fund markets. The segment has approximately 200 employees based in New York, London, Amsterdam, Hong Kong and Tokyo.
Department Description
The AlpInvest Investor Relations (“IR”) team is responsible for IR-related activities across the segment, as well as new business development and fundraising activities across both its flagship fund products, as well as multi-strategy solutions for both institutional and private wealth client bases.
Position Summary
Carlyle AlpInvest seeks to hire an Analyst Product Specialist for our investor Relations team. The analyst will gain exposure to the entire suite of AlpInvest’s investment strategies but will primarily support the Portfolio Finance platform. Portfolio Finance is AlpInvest newest strategy and is a key pillar of growth across the firm. As a longstanding leader in structuring customized liquidity solutions for the private equity ecosystem, AlpInvest’s Portfolio Finance strategy delivers innovative credit and preferred equity capital solutions to private equity funds, general partners (GPs), and limited partners (LPs). The Analyst will be primarily responsible for supporting product development, fundraising, and client service efforts across the Institutional, Retail, and Insurance investor channels globally. The position will support Senior Product Specialists with marketing efforts, responding to investor diligence requests, and bespoke analysis for the AlpInvest segment as needed. Over time, the analyst is expected to interact with both existing limited partners and prospective investors. Successful candidates will be self-starters capable of proactively identifying opportunities for process improvement, anticipating business and client needs, able to prioritize across multiple projects all while consistently delivering high-quality work product under pressure in a deadline and detail-oriented environment. The Product Specialist role at AlpInvest sits at the nexus of our sales and investment teams while collaborating broadly across the firm to execute critical fundraising initiatives that have a meaningful impact on growth in overall AUM.
Responsibilities
- AlpInvest Product Specialist support
- Drafting marketing materials for AlpInvest funds
- Support development of due diligence materials and legal documentation
- Help support syndication efforts of co-investment opportunities for financings
- Attend pipeline calls and investment committee meetings to stay current on investment opportunities
- Conduct market research and competitor analysis to support the development and strategic positioning of new and existing product lines
- Work on various diligence requests
- Handle on-going and ad hoc investor requests
- Maintenance of data room materials and investor access
- Maintenance of investor pipelines and diligence request trackers
- CRM maintenance
- Investor Meetings & Events
- Assist with onsite investor meetings and conferences
- Act as a subject matter expert on AlpInvest’s investment strategies
- Develop an understanding of the existing assets and portfolios the firm is managing
- Stay current on the shifting market environment in which AlpInvest is actively investing
- Translate AlpInvest’s investment thesis and underwriting ethos into content suitable for a wide range of investor channels and varying levels of sophistication
Qualifications
Education & Certificates
- Bachelor’s degree required
- Series 7 and 63 preferred
Professional Experience
- 1-2 years of experience required
- Preferred experience includes: investor relations or business development within financial services, investment banking, capital markets, asset management
- Excellent computer skills, including ability to learn and become the subject matter expert in the systems used to respond to investor and Senior Product Specialist requests
- Self-Starter, with the ability to work well under pressure
- Strong interpersonal skills
- Strong organizational skills and 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
- Strong quantitative capabilities
- Proven willingness to “live outside of the job spec” and contribute across the firm on an as needed basis
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 $105,000.
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 $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. 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 Carlyle AlpInvest - 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.