Vice President, Product Specialist, AlpInvest Investor Relations
The Carlyle Group
Position Summary
Responsibilities
- Partner with AlpInvest’s Head of IR, Portfolio Finance product leadership, internal investment teams and sales professionals to develop and execute sales and marketing strategies around AlpInvest’s credit oriented commingled funds, separate accounts, co-invest syndications, and structured products issuances.
- Provide ongoing, real-time updates on product performance, market trends, and the competitive landscape to relationship managers, investor clients, and other internal stakeholders.
- Research product design best practices to inform future commingled fund products and potential products targeted towards the insurance and retail investor channels
- Create tailored, high-impact content such as flipbooks, DDQs, quarterly investor updates and a broad array of other marketing, research, and diligence materials on an as needed basis.
- Respond to client inquiries on the Portfolio Finance strategies and underlying market trends.
- 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 development, marketing, and other 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
- Provide training and mentorship to junior members of the AlpInvest Portfolio Finance Product team and broader AlpInvest IR team
Qualifications
- Bachelor’s degree required
- Series 7 and 63 required or must be obtained within 90 days after commencement
- CAIA, CFA preferred
- Minimum 7-10 years of experience in investment banking, asset management, consulting, or capital markets, ideally with a focus on alternatives/private credit.
- 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
- Ability to quickly develop competency in manipulating various reporting platforms and systems to obtain usable LP data
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $474 billion of assets under management and more than half of the AUM managed by women, across 660 investment vehicles as of September 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 2,400 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.