Vice President, Product Specialist, AlpInvest Investor Relations
The Carlyle Group
Position Summary
Responsibilities
- Partner with internal investment teams and sales professionals to develop and execute sales and marketing strategies around private equity products.
- Provide ongoing, real-time updates on product performance, market trends, and the competitive landscape to advisors, clients, and internal stakeholders.
- Create tailored, high-impact content such as fund reviews, investment themes, and portfolio performance commentary.
- Respond to client and advisor inquiries on private equity strategies and underlying markets.
- Support sales meetings and presentations with investment insights and portfolio updates.
- Collaborate with marketing, investor services, product strategy, and business development teams to support product initiatives.
- Conduct competitive research across alternative asset classes and product structures to maintain market awareness.
- 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
- Serve as internal expert on AlpInvest products to support the global Sales team
Qualifications
- Bachelor’s degree required
- Series 7 and 63 preferred
- CAIA, CFA preferred
- Minimum 7-10 years of experience in investment banking, asset management, consulting, or wealth management with a focus on alternatives/private equity.
- Strong understanding of private equity products, market dynamics, and client needs.
- Excellent communication, presentation, and client relationship skills.
- Ability to work collaboratively across teams and with clients.
- Experience working with or knowledge of leading alternative asset managers
- 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.