Basic information
Job Name:
Product Manager, Investor Relations Technology
Location:
New York/340
Line of Business:
Global Technology & Solutions
Job Function:
Investor Services
Date:
Wednesday, February 25, 2026
Product Manager, Investor Relations Technology
The Carlyle Group
Product, IT
New York, NY, USA
USD 160k-180k / year
Posted on Feb 26, 2026
Position Summary
Carlyle is seeking a Product Manager to lead technology initiatives within Investor Relations Technology focused on investor onboarding transformation. This role will serve as the Product Manager for Anduin, Carlyle’s investor onboarding application, and will play a central role in the Firm’s strategic initiative to digitize and modernize the investor onboarding experience.
The Product Manager will bridge business stakeholders and technology teams to design, implement, and evolve a scalable onboarding platform that enhances investor experience, improves data quality, strengthens compliance processes, and drives operational efficiency.
The ideal candidate will combine strong process knowledge, structured execution, and cross functional collaboration to deliver measurable business impact during implementation, launch, and ongoing product maturity.
In-Office Requirements: 4 days per week in-office
Responsibilities
Technology and Process Alignment
- Onboarding Platform Strategy: Partner with Investor Relations, Investor Services, Legal, Compliance, Tax, and Operations teams to define and evolve the digital onboarding experience across funds and segments.
- Workflow Optimization: Translate complex subscription, AML/KYC, and tax documentation processes into streamlined, technology enabled workflows within Anduin.
- Data Model and Reusability: Support the implementation of reusable investor data structures and ensure alignment with firm data governance standards.
- Systems Integration: Collaborate with internal technology teams to ensure seamless integration between Anduin and internal CRMs, fund accounting systems, document management platforms, and downstream operational systems.
Product Ownership
- Lead the development, deployment, and enhancement of technology solutions tailored to investor onboarding business needs, ensuring alignment with strategic goals.
- Own day to day product management of Anduin during implementation and launch.
- Define and manage product roadmap, backlog, user stories, acceptance criteria, and prioritization aligned to the Firm’s strategic digitization objectives.
- Partner with implementation teams and Anduin to configure, test, and deploy new capabilities.
- Collaborate with cross-functional teams, including fundraising, servicing, compliance, tax, and legal, to deliver scalable solutions that drive efficiency and compliance.
Innovation and Scalability
- Drive digitization of investor onboarding by reducing manual processes, improving transparency, and enhancing real time status tracking.
- Support scalable onboarding processes that can be reused across new funds and investment segments.
- Contribute to future state enhancements including automation of data validation, document collection, and workflow routing.
- Monitor platform performance and recommend improvements that increase adoption, data quality, and operational scalability
- Identify and evaluate opportunities to incorporate AI and automation capabilities into investor onboarding workflows to enhance efficiency, accuracy, and investor experience.
Stakeholder Management
- Act as a trusted advisor to stakeholders, ensuring transparency and alignment between technical capabilities and business objectives.
- Mitigate risks by addressing potential delays and misalignments, ensuring projects remain on schedule and deliver high-impact outcomes.
- Provide structured updates on roadmap progress, implementation milestones, risks, and key decisions.
Key Deliverables
- Successful implementation and external launch of Anduin as Carlyle’s digital investor onboarding platform.
- Streamlined onboarding workflows that reduce manual touchpoints and improve investor experience.
- Seamless integration with downstream systems, including AML/KYC and Tax platforms.
- Measurable improvements in onboarding cycle time, transparency, internal efficiency, and cost savings.
Qualifications
Education & Certificates
- Bachelor’s Degree in Information Systems, Computer Science, Business, or a related field required.
- Graduate-level degree preferred.
Professional Experience
- Minimum of 5-7 years of experience in product management or business analyst roles, preferably within Private Equity, Financial Services, or Technology.
- Familiarity with investor onboarding, AML,/KYC, subscription processes, or regulatory documentation workflows preferred.
- Experience working with data analytics and business intelligence tools to generate insights, define KPIs, and support data driven decision making.
- Experience managing vendor platforms or SaaS implementations preferred.
- Strong understanding of data management, governance, and integration frameworks.
- Experience working in Agile delivery environments.
Competencies & Attributes
- Strategic thinker with the ability to design and implement technology solutions that deliver measurable business outcomes.
- Exceptional stakeholder management skills, with experience working across fundraising, compliance, marketing, and technology teams.
- Proven ability to drive adoption of innovative tools, including automation, analytics, and AI-driven solutions.
- Excellent communication and collaboration skills, with a strong focus on aligning technical and business goals.
- Advanced proficiency in Microsoft Excel, including data analysis and pivot tables.
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 $160,000 to $180,000.
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 The Carlyle Group.
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $477 billion of assets under management and more than half of the AUM managed by women, across 678 investment vehicles as of December 31, 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 2,500 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.