Position Summary



The Carlyle Group seeks to hire an Analyst as a Product Specialist within the Client Solutions Group Credit team. The position will support Senior Credit Product Specialists in managing fundraise processes and handling investor requests. 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.




Primary Responsibilities

• Fundraising support
  
  
  
  • High involvement in the drafting of marketing materials for various private credit funds
  
  
  • Support development of due diligence materials and legal documentation
  
  
  • Completion of request for proposals and due diligence questionnaires
  
  
  • 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

Requirements




Education & Certificates

• Bachelor's degree required


• Strong track record of academic excellence

Professional Experience

• Preferred Experience includes: Investor relations or business development at a private credit investment firm; investment banking/capital markets/asset management/placement agent role


• A strong understanding of financial markets and experience with 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


• 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

Competencies & Attributes

• 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

Position Summary



The Carlyle Group seeks to hire an Analyst as a Product Specialist within the Client Solutions Group Credit team. The position will support Senior Credit Product Specialists in managing fundraise processes and handling investor requests. 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.




Primary Responsibilities

• Fundraising support
  
  
  
  • High involvement in the drafting of marketing materials for various private credit funds
  
  
  • Support development of due diligence materials and legal documentation
  
  
  • Completion of request for proposals and due diligence questionnaires
  
  
  • 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

Requirements




Education & Certificates

• Bachelor's degree required


• Strong track record of academic excellence

Professional Experience

• Preferred Experience includes: Investor relations or business development at a private credit investment firm; investment banking/capital markets/asset management/placement agent role


• A strong understanding of financial markets and experience with 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


• 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

Competencies & Attributes

• 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

Who We Are



When people, ideas, and capital come together, opportunity expands across private markets. At Carlyle, this belief has shaped how we invest for decades, fueling growth for companies and delivering performance for investors.



Visit our website to learn more about our firm and the ways our platform is shaping private markets.