Associate, Product Specialist, AlpInvest Investor Relations
The Carlyle Group
Position Summary
Responsibilities
- Assist with and participate in onsite and virtual investor meetings and conferences
- Drafting and positioning of marketing materials for AlpInvest funds and new product initiatives
- Support development of due diligence materials and legal documentation
- Assist segment leadership with new product and strategy initiatives, and presentations to Firm leadership
- Work with senior leadership to support key presentations internally and externally
- Lead various diligence requests from investors, as well as ad hoc investor requests
- Serve as internal expert on AlpInvest products to support the global Sales team
- Maintenance of data room materials and investor access
- Maintenance of investor pipelines and diligence request trackers
- CRM maintenance
Qualifications
- Bachelor’s degree required
- Series 7 and 63 preferred
- Minimum of 3-4 years of experience required
- Preferred experience includes: investor relations or business development within private markets , financial services, investment banking, capital markets / advisor, consulting, or asset management
- Background in/around the private credit markets, either gained from another asset manager or experience on a leveraged finance desk, and in running capital markets processes, will be beneficial for this role
- 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 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
- Advanced Microsoft Office (including Excel and PowerPoint) skills required
- CRM system including DealCloud is preferred
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $465 billion of assets under management and more than half of the AUM managed by women, across 652 investment vehicles as of June 30, 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 27 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.