• Develop and maintain trackers and KPIs for relationships with institutional clients and capture all activity and sales-related data in CRM system. Primary focus will be on supporting the largest, strategic LP relationships.
• Prepare materials for one-on-one meetings, group presentations and client meetings/events and take accountability for follow-ups from these interactions.
• Assist in the creation of marketing plans, due diligence materials, customized investor presentations, managed account proposals, quarterly investor letters as well as reviewing responses to DDQs and other investor information requests.

· Conduct background research on Limited Partners, peer firms, and market trends to identify new investor leads and relationship-building opportunities.

· Track and analyze public disclosures, board materials, and industry news relevant to institutional investors in the region.

• Actively engage and create sound working knowledge of Carlyle’s products and services and be able to communicate our offering to Prospective and Existing LPs.
• Effectively manage firm resources, which involve travel expenses, and entertainment budget.
• Collaborate with other project managers / segment / product specialists throughout the capital formation process to ensure full coordination and implement best practices and lessons learned from prior initiatives.
• Support Carlyle’s Compliance objectives by liaising with the Legal and Compliance Department.
• Coordination and logistics of client events, onsite meetings, webinar events, investor conferences.

Education & Certificates

· Bachelor’s degree required

· FINRA Series SIE, 7, and 63 preferred

Professional Experience

• Minimum of 3-4 years of experience required.
• Preferred Experience includes: Investor relations or business development at a private markets firm; placement agent or investment banking/capital markets;
• Demonstrated track record of consistently meeting and/or exceeding performance expectations

· Advanced Microsoft Office (including Excel and PowerPoint) skills required

· CRM system including DealCloud is preferred

Competencies & Attributes

· Ability to quickly develop competency in manipulating various reporting platforms and systems to obtain usable client data

• Must have the ability to work in a challenging and collaborative environment.
• Possess a strong desire to compete and win.
• Possess excellent oral and written communication skills.
• Possess excellent interpersonal and customer service skills.
• Must have strong relationship building skills.
• Must be a detail-oriented, well-organized self-starter with high energy and creativity

Benefits/Compensation

The compensation range for this role is specific to Los Angeles 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 $150,000.

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 Carlyle.