Basic information
Job Name:
Senior Product Specialist, Strategic Portfolio Finance
Location:
New York/OVA
Line of Business:
Investor Relations
Job Function:
Investor Relations
Date:
Monday, March 23, 2026
Senior Product Specialist, Strategic Portfolio Finance
The Carlyle Group
Accounting & Finance, Product
New York, NY, USA
USD 300k-300k / year
Posted on Mar 24, 2026
Position Summary
Carlyle seeks to hire a Senior Product Specialist in our Carlyle AlpInvest Investor Relations team. The Senior Product Specialist will be primarily responsible for owning product coverage of Carlyle AlpInvest’s Strategic Portfolio Finance and Credit Secondaries strategies, a highly active fundraising business in market with flagship offerings. The Product Specialist will be tasked with leading and managing fundraising processes, product and strategy development and investor-related requests across several vehicles. They will also work with Relationship Managers to develop sales strategy for investors across segments and geographies, propose growth strategies for new products and develop product-specific fundraising plans.
Responsibilities include primarily developing, leading and overseeing execution of the fundraising strategy across various vehicles, product and strategy development and investor relations responsibilities and making key decisions regarding strategy, terms and product design for the business. This role requires regular discussion, interaction and collaboration, leading business discussions and decisions with Business and Investment Team Heads, Relationship Managers, Fund Management/Finance, Legal & Compliance and other key stakeholders.
This position requires leading strategy development for pre-marketing initiatives, product development and project management for fund launches, oversight of investor due diligence process, preparation of key marketing and fund formation documents, overseeing roadshow coordination, overseeing tracking / reporting of investor status and leading negotiation processes and fund closings. The Senior Product Specialist will also be responsible for managing three tea members dedicated to the strategy as well as training, development and mentorship of the broader Carlyle AlpInvest junior Product Specialist team.
Responsibilities
- Subject matter expert, with full ownership of content produced for Portfolio Finance and Credit Secondaries strategy
- Leading pre-marketing, strategy and product development initiatives in advance of fund launches
- Develop, lead and oversee execution of full fundraising process from start to finish
- Set objectives for fundraising in coordination with Carlyle AlpInvest Business and IR Leads
- Oversee project management across Investment Team, Fund Management, Legal/Compliance to successfully execute fund launch in optimal structure/offering for target investor base
- Lead introductory and ongoing investor dialogues, in collaboration with Relationship Managers
- Coordinate with Relationship Managers on roadshows with Investment Team
- Oversee tracking fundraising progress and investor statuses against objectives and reporting of status, with responsibility of articulating feedback to key stakeholders
- Incorporate LP feedback real-time into strategy presentation, product design, terms, etc.
- Senior day-to-day contact for both Relationship Managers and Investment team, managing key stakeholders’ expectations, delivering feedback and making active recommendations on strategy, presentation delivery, messaging, etc.
- Develop and present value proposition of the product to investors; develop messaging of the strategy and oversee execution on all fundraising initiatives from launch to final close
- Make recommendations to senior leadership on terms, product timeline, mandate, strategy messaging, etc.
- Drive outcome / oversee execution on senior leadership guidance and decisions
- Oversee of investor diligence and closing process
- Ensure accuracy and timely delivery of investor requests
- Manage onsite diligence meetings and related follow-up
- Primary Product Specialist contact for prospective investors to advance through closing process, leading investors through side letter and legal negotiations
- Build relationships with investors throughout diligence process
- Participate in global roadshows and lead meetings with existing and prospective investors
- Product Development:
- Ability to work collectively, leading discussions with several different internal stakeholders to ensure successful launch of new potential business lines by leveraging market knowledge and LP preferences
- Socialization of new product, structure and strategy ideas with key stakeholders and senior leadership
- Work with various teams across Carlyle, including Tax, Legal, Fund Management, Investment Team, to ensure development of efficient product offering for investors
- Coordinate fundraising and product strategies and provide regular updates to key senior stakeholders
- Continued development and management of junior and mid-level talent
Qualifications
Education & Certificates
- Bachelor’s degree required
- Series 7 and 63
Professional Experience
- 10+ years of relevant experience in Investor Relations, preferably within a Product Specialist Role
- Credit or Secondary product strategy experience preferred, Private Credit a plus
Competencies & Attributes
- Excellent communication skills - both written and oral; role requires interaction with most senior professionals at the firm and key external stakeholders
- Sophisticated and tactful client managers – can effectively manage the LP lifecycle
- Resourceful and collaborative, works well with segment and investment teams
- Strong communicator – speaks well to the product
- Strategic sales mindset, able to identify opportunities for sophisticated sales
- Excelled role model and manager – can delegate, provide support and guidance to team
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 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 The Carlyle Group.
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $477 billion of assets under management, 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’s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for 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 deep expertise across industries, markets, and geographies.
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." Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.