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Carlyle AlpInvest seeks to hire two Analyst Product Specialists for our Investor Relations team, with each role aligned to a distinct strategy vertical across the platform: (i) Private Wealth strategies and (ii) the Secondary platform. While each role will have a primary strategy focus, all Analysts will gain exposure to the full suite of Carlyle AlpInvest’s investment strategies, including Co-Investment, Secondaries, Portfolio Finance, Credit Secondaries, and Primary Investments.
The Analyst supporting Private Wealth strategies will play a key role in advancing the firm’s growing Private Wealth channel, while also contributing across AlpInvest’s broader product offerings. This role will help drive strategic initiatives across the segment and support engagement with Carlyle’s Global Wealth Sales professionals.
The Analyst supporting the Secondaries platform will focus on a flagship strategy that recently raised $20bn in its latest fundraising cycle, supporting ongoing fundraising efforts across both Institutional and Private Wealth channels.
Across all roles, Analysts will be primarily responsible for supporting product development, fundraising, and client service efforts globally across Institutional, Retail, and Insurance investor channels. The position will provide key support to Senior Product Specialists, including driving strategic initiatives, coordinating and responding to investor diligence requests, preparing bespoke analyses, and supporting marketing and fundraising materials. Analysts will also serve as internal product experts, partnering with sales teams and collaborating broadly across the firm.
Over time, Analysts are expected to interact with both existing limited partners and prospective investors, while building deep expertise across AlpInvest’s strategies. Successful candidates will be self-starters capable of proactively identifying opportunities for process improvement, anticipating business and client needs, and prioritizing across multiple projects, all while consistently delivering high-quality work product in a deadline-driven, detail-oriented environment.
The Product Specialist role at Carlyle AlpInvest sits at the nexus of the firm’s sales and investment teams, playing a critical role in executing fundraising initiatives and driving growth in overall AUM.
Responsibilities
- Carlyle AlpInvest Product Specialist support
- Drafting and positioning of marketing materials for AlpInvest funds and new product initiatives
- Preparation and updating of marketing/fundraising materials, due diligence request responses/presentations, RFIs and RFPs
- Support development of due diligence materials and legal documentation
- Help support syndication efforts of co-investment opportunities for financings
- Attend pipeline calls and investment committee meetings to stay current on investment opportunities
- Conduct market research and competitor analysis to support the development and strategic positioning of new and existing product lines
- Lead various diligence requests from investors, as well as ad hoc investor requests
- Handle on-going and ad hoc investor requests
- Maintenance of data room materials and investor access
- Maintenance of investor pipelines and diligence request trackers
- 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
- CRM maintenance
- Investor Meetings & Events
- Assist with onsite investor meetings and conferences
- Act as a subject matter expert on AlpInvest’s investment strategies
- Develop an understanding of the existing assets and portfolios the firm is managing
- Stay current on the shifting market environment in which AlpInvest is actively investing
- Translate AlpInvest’s investment thesis and underwriting ethos into content suitable for a wide range of investor channels and varying levels of sophistication
- Serve as internal expert on AlpInvest products to support the global Sales team
Qualifications
Education & Certificates
- Bachelor’s degree required
- Series 7 and 63 required or to be obtained within 90 days of commencement
Professional Experience
- Minimum of 1-3 years of experience required
- Preferred experience includes: investor relations or business development within financial services, investment banking, capital markets, asset management
- Excellent computer skills, including ability to learn and become the subject matter expert in the systems used to respond to investor and Senior Product Specialist requests
- Self-Starter, with the ability to work well under pressure
- Strong interpersonal skills
- Strong organizational skills and 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
- Strong quantitative capabilities
- Proven willingness to “live outside of the job spec” and contribute across the firm on an as needed basis
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
