Basic information
Job Name:
Client Service Administrator
Location:
Washington, DC
Line of Business:
Investor Relations
Job Function:
Investor Services
Date:
Wednesday, October 22, 2025
Client Service Administrator
The Carlyle Group
Customer Service
Washington, USA
USD 90k-100k / year
Posted on Oct 31, 2025
Position Summary
The principal responsibility of the Administrator, Client Service Team, is to provide support to the IR Platform - Support team responsible for the investor-facing operations of Carlyle’s investment funds. This position must be able to prioritize multiple competing tasks, under pressure in a deadline-oriented environment, while delivering excellent service to Carlyle’s investors.
In-Office Requirement: 4 days per week
Responsibilities
- Throughout the life of the fund, serve as project lead on a high volume of complex investor requests; utilize firm databases and coordinate with internal teams to produce high-quality results for our clients. Consistently communicates with investors and other stakeholders, acting as a representative of Carlyle and delivering “white glove” service.
- Work proactively with Investor Relations and Fund Management teams to understand new fund structures and fundraising timelines.
- Provide support for all aspects of fundraising and the fund close process. This includes communicating with stakeholders, investor onboarding, compliance and tax documentation management.
- Assist with investor communications related to LPA matters and fund-specific tax and regulatory requests.
- Provide support for the capital call, distribution and quarterly reporting processes to include updating investor reporting website, sending investor notifications and responding to investor follow-up communications.
- Provide support for the partner transfer process through coordination between Carlyle teams, external legal counsel and investors.
- Coordinate efforts with peers across Carlyle teams to ensure efficiency and consistency of investor-related processes, systems and applications.
- Prepare, proofread and send legal, tax and financial reporting documentation to investors.
- Assist in a wide variety of projects as reasonably assigned.
Qualifications
Education & Certificates
- Bachelor’s Degree, required
- Concentration in Finance, Economics, Business Administration, or a related field preferred
Professional Experience
- 3+ years relevant work experience, required
- Experience in private equity, investment banking, asset management or law, preferred
Competencies & Attributes
- Excellent communication and interpersonal skills, with the ability to effectively liaise with, manage expectations of, and develop relationships with internal stakeholders and investors
- Excellent time management, meticulous attention to detail, and organizational skills to manage multiple tasks simultaneously
- Ability to efficiently organize and prioritize high volume of projects with minimal oversight
- Excellent Microsoft Office skills, especially Excel, PowerPoint and Word
- Prior experience with Customer Relationship Management systems such as Salesforce is desirable but not required
- Proactively approach tasks with a "big picture" mindset, considering long-term goals and implications while taking initiative to drive results
- Demonstrated ability to maintain confidentiality and handle sensitive information with discretion
- Leadership / mentoring experience desired
- Willingness to work flexible hours and monitor emails outside of normal work hours
Benefits/Compensation
The compensation range for this role is specific to Washington, DC 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 $90,000 to $100,000.
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.