Product Specialist, Credit Investor Relations
Job Posting for Product Specialist, Credit Investor Relations at The Carlyle Group
The Carlyle Group seeks to hire a Senior 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. Regular 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.
Key Duties/
Responsibilities
Responsibilities include:
-
Fundraising support
- High involvement in the drafting of marketing materials for various private credit funds
- Development of due diligence materials and legal documentation
- Handle 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
- Periodically perform above listed tasks in an investor facing capacity representing Carlyle in a professional manner
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Assist with onsite investor meetings and conferences by:
- Develop and maintain professional relationships with Sales, Fund Management, Legal and Compliance
Qualifications
Education & Certificates
- Bachelor’s degree required
- Minimum 3.5 GPA
- Minimum of 6 years of 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
- 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
- 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
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $301 billion of assets under management and more than half of the AUM managed by women, across 456 investment vehicles as of December 31, 2021. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 1,800 professionals operating in 26 offices in North America, South 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 Investment Solutions - 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.
Auto req ID
2312BR
Job Function
Investor Relations
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Salary.com Estimation for Product Specialist, Credit Investor Relations in New York, NY
$154,451 to $222,181
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Job openings at The Carlyle Group
The Carlyle Group
New York, NY
Full Time
The Carlyle Group
Washington, DC
Full Time
The Carlyle Group
Washington, DC
Full Time
The Carlyle Group
Washington, DC
Full Time
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