Analyst, Investor Relations Operations, Global Wealth
Basic information
Job Name:
Analyst, Investor Relations Operations, Global Wealth
Location:
New York/OVA
Line of Business:
Investor Relations
Job Function:
Investor Relations
Date:
Tuesday, July 22, 2025
Position Summary
Position Summary
Provides sales support to assist with marketing and investor servicing efforts for the Carlyle Global Wealth ("CGW") business. This will include creation of marketing collateral, fulfilling client due diligence requests, creating customized investor presentations and tracking CGW sales reports. The candidate should be able to effectively communicate Carlyle's product differentiators, help IR professionals raise additional capital and service Carlyle's existing investors.
This position will work cross-functionally with members from Carlyle's broader IR team, including Product Specialists, Client Relationship Managers and various Fund Management operations teams who service Carlyle funds.
Lastly, this position will include additional responsibilities for supporting various fundraising processes, such as helping to manage investor pipelines, running sales reports, preparing internal fundraising/budgeting reports and helping with ongoing projects.
Responsibilities
Primary Responsibilities
Project Management Assistance
• Assist in the on-going management of fundraising efforts and investor relations responsibilities for various Carlyle funds offered through CGW.
• Support CGW Sales by completing ad hoc projects and investor requests and assisting with coordination of roadshow meetings (or virtual roadshows) and materials.
• Draft marketing collateral, including flipbooks, RFPs, standard DDQ responses and other required marketing materials, working closely with CGW Client Relationship Managers, Internal Sales Desk, the broader Investor Relations team, and Fund Management throughout the process.
• Guide investors and IR professionals through fund due diligence processes, including completing diligence requests (i.e. DDQs, RFPs, RFIs), handling relevant follow-up, coordinating investment and operational due diligence meetings and liaising with various teams within the organization (i.e. Fund Management, Compliance, etc.) to produce relevant materials.
• Support existing investor relations and servicing efforts through the coordination of regular update calls, facilitating of reporting and presentation materials and handling regular and ad-hoc investor requests.
• Collaborate with other Project Managers / Product Specialists throughout the firm with regards to a fundraising process to ensure full coordination and implement best practices and lessons learned from prior fundraising initiatives.
• Update broader CGW and Investor Relations teams on key developments with respect to fundraise process, portfolio updates and other relevant business- specific facets.
• Work on cross platform projects (both for internal and external use), which may include strategic partnership proposals, internal management presentations, senior management talking points, etc.
Global Fundraising Support
• Work with other Project Managers / Product Specialists and Product Development team to identify ways in which Carlyle can enhance its fundraising process through the introduction of new tools, strategies and information.
• Attend internal and external fundraising meetings, as appropriate, and help in the preparation of materials including prospect generation, preparing presentations and tracking lists.
• Work with Investor Relations team regarding the development of budgets, fundraising projections, commitment reviews, post-close analyses, and other projects.
Qualifications
Requirements
Education & Certificates
• Bachelor's degree required
• Series 7/82 and 63 preferred
Professional Experience
• 1-2 years of experience in a financial/wealth management/business role or similar industry.
• Experience within a private banking platform, working with retail investors and 40-Act funds, a plus.
• Experience with all areas of the fundraising and client cultivation process including implementing process improvements and creating process documentation.
• Knowledge of alternative products a plus.
• Customer/Investor/Client Relations experience a plus.
Competencies & Attributes
• Work well in a deadline driven environment.
• Mastery of Microsoft Office tools.
• High level of attention to detail needed for preparing and distributing investor-facing materials.
• Strong interpersonal skills a must.
• Excellent communication skills - both written and oral.
• Demonstrated ability to work effectively as part of a team.
• Ability to manage a wide variety of projects occurring simultaneously.
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 range for this role is $105,000.
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 $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 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 2,300 professionals operating in 29 offices in North 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 Carlyle AlpInvest - 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.
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." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.
