Analyst, Product Specialist, Credit Investor Relations

Carlyle Investment Management - New York, NY

Full-time - Entry Level

New York, NY

1,001-5,000 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Carlyle Group seeks to hire an Analyst as a Product Specialist within the Global Credit Investor Relations team. This position is crucial in supporting Senior Credit Product Specialists in managing fundraise processes and addressing investor requests. The successful candidate will engage in select interactions with existing limited partners and potential investors, necessitating a strong ability to prioritize multiple tasks and work effectively under pressure in a deadline-oriented environment. The role involves a variety of responsibilities, including fundraising support, CRM maintenance, and assisting with investor meetings and events. The Analyst will be expected to maintain professional relationships with various teams, including Sales, Fund Management, Legal, and Compliance, ensuring smooth communication and collaboration across departments.

Responsibilities

• 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
• Conduct market research from Preqin and other sources
• Maintain data room materials and investor access
• Maintain investor pipelines and diligence request trackers
• Collaborate with Credit Sales team on roadshow calendars, diligence sessions, and meeting support
• Liaise with Fund Management to produce data requests and reporting materials
• Maintain fund level/portfolio level talking points
• Work on various ad-hoc internal and external presentations
• Maintain fundraise trackers on DealCloud
• Monitor data room access process
• Assist in DealCloud coordination of large scale-diligence 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
• Prepare meeting agenda and presentation materials and organize prep sessions
• Develop and maintain professional relationships with Sales, Fund Management, Legal, and Compliance

Requirements

• Bachelor's degree required
• Minimum 3.5 GPA
• Series 7 and 63 preferred
• Minimum of 2 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 credit strategies
• Excellent computer skills, including ability to learn and be 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

Benefits

• Comprehensive benefits package spanning retirement benefits
• Health insurance
• Life insurance
• Disability insurance
• Paid time off
• Paid holidays
• Family planning benefits
• Various wellness programs
• Eligibility to participate in an annual discretionary incentive program based on individual and organizational performance