Basic information
Job Name:
Managing Director, Credit Portfolio Strategist
Location:
New York/OVA
Line of Business:
Investor Relations
Job Function:
Investor Relations
Date:
Tuesday, October 7, 2025
Managing Director, Credit Portfolio Strategist
The Carlyle Group
Operations
New York, NY, USA
USD 300k-300k / year
Posted on Oct 14, 2025
Position Summary
Position Summary
Carlyle seeks to hire a Managing Director-level Credit Portfolio Strategist within our Global Credit business. The Portfolio Strategist will serve as a key client-facing role for Carlyle’s $203 billion Global Credit business, responsible for engaging with clients across strategies, primarily direct lending, opportunistic credit, asset-backed finance and cross-platform multi-strategy offerings. The Portfolio Strategist will actively engage in client meetings and speak on industry panels, representing the firm’s Credit views and capabilities, and will help generate thought leadership content. The Strategist will be deeply integrated into Carlyle’s Credit business to best deliver messaging to investors across our platform.
Responsibilities
Primary Responsibilities
- Subject matter expert on credit markets and across credit strategies, responsible for representing Carlyle’s Credit business in a variety of client-facing forums
- Engagement with broad range of investors, with a focus on wealth investor channel
- Serve as a communication bridge between Credit investment teams and sales team, wealth platforms and clients
- Prepare and deliver tailored presentations for 1:1 client meetings, industry panels and conferences with a focus on private credit strategies
- Develop and maintain deep product expertise, primarily focused on private credit wealth offerings, specifically Carlyle Tactical Private Credit Fund (CTAC), Carlyle Credit Solutions (CARS), Carlyle European Tactical Private Credit ELTIF (ETAC) and additional vehicles that may be launched across the platform, with peripheral efforts supporting Carlyle’s institutional Credit offerings
- Support and collaborate with investment teams to present content to investors, translated to be relevant for various investor bases
- Significant travel required, primarily in the U.S., to attend client meetings and various industry conferences
Qualifications
Requirements
Education & Certificates
- Bachelor’s degree required
- Series 7 and 63
Professional Experience
· 10+ years of relevant experience, preferably within a credit product specialist role or credit investment role
- Credit asset class experience preferred, private credit a plus
- Experience working with wealth / retail investor channel preferred
Competencies & Attributes
- Excellent communication skills - both written and verbal; role requires interaction with most senior professionals at the firm and key external stakeholders
- Experience working with institutional and wealth clients
- Proven track record of participating and presenting in large conference or panel formats
- Strong collaborative skills to act as a liaison between investment team, sales and leadership
- Deep knowledge of private credit strategies, including direct lending, opportunistic credit and asset backed finance
Travel
- Ability to travel extensively to support client engagement and business development
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 $300,000.
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.
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.