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The Carlyle Group seeks to hire an Associate as a Product Specialist within the Global Credit Investor Relations team. The position will support Senior Credit Product Specialists in managing fundraise processes and handling investor requests across Carlyle’s growing Credit business with a focus on Carlyle’s Asset Backed Finance business. This is an exciting time to join Carlyle’s ABF Product Specialist team, as the platform is rapidly scaling and launching several new fundraising initiatives across a dynamic and growing business. Select interaction with existing limited partners and potential investors is expected. This successful candidate must be able to prioritize multiple tasks and work under pressure in a deadline-oriented environment.
In-Office Requirement: 4 days per week
Responsibilities
Responsibilities include:
Fundraising support
- High involvement in the drafting of marketing materials for various private credit funds
- Support development of due diligence materials and legal documentation
- Support ongoing and ad-hoc investor requests
- Work on case studies and portfolio updates with the investment teams
- Market research from Preqin and other sources
- Maintenance of data room materials and investor access
- Maintenance of investor pipelines and diligence request trackers
- Work with Credit Sales team on roadshow calendars, diligence sessions and meeting support
- Liaise with Fund Management to produce data requests and reporting materials
- Maintenance of fund level / portfolio level talking points
- Work on various ad-hoc internal and external presentations
CRM Maintenance
- Maintain fundraise trackers on DealCloud
- Monitor data room access process
- Assist in DealCloud coordination of large scale-diligence events
- Ad hoc report requests (e.g. pulling list of investors for a specific fund etc.)
Investor Meetings and Events
Assist with onsite investor meetings and conferences by:
- Coordinating with the Credit Sales, Credit Product and investment teams to schedule road shows with investors
- Preparing meeting agenda and presentation materials and organizing prep sessions
- Develop and maintain professional relationships with Sales, Fund Management, Legal and Compliance
Qualifications
Education & Certificates
- Bachelor’s degree required
- Minimum 3.5 GPA
- Series 7 and 63 preferred
Professional Experience
- 2-4 years of relevant experience required
- Preferred Experience includes: Investor relations or business development at a private credit investment firm; investment banking/capital markets/asset management role
- A strong understanding of financial markets and experience with private credit strategies
- Excellent computer skills, including ability to learn and become the subject matter expert in the systems used to respond to investor and Senior Credit Product Specialist requests
- Experience executing fundraising initiatives focused on private wealth is preferred.
- 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
Position-specific Technical Requirements
- 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
Source: The Carlyle Group Career Page
