The Carlyle Group

Position Summary

Carlyle seeks to hire a Senior Product Specialist in our Global Credit Investor Relations Group. The Product Specialist will be responsible for product coverage across Carlyle’s growing Credit business in highly active fundraising businesses. The Product Specialist will be tasked with managing fundraising processes, product and strategy development and investor-related requests across several vehicles in each strategy. The Product Specialist will provide input on sales strategy for investors across segments and geographies, advise on growth strategies for new products and develop product-specific fundraising plans.

Responsibilities include primarily developing, leading and executing the fundraising strategy across various vehicles, product and strategy development and investor relations responsibilities. This role requires regular discussion, interaction and collaboration with Business and Investment Team Heads, Relationship Managers, Fund Management/Finance, Legal & Compliance and other key stakeholders.

This position requires strategy development for pre-marketing initiatives, product development and project management for fund launches, oversight of investor due diligence process, preparation of key marketing and fund formation documents, roadshow coordination, tracking / reporting of investor status and involvement in negotiation processes and fund closings. The Product Specialist will also be responsible for managing one associate as well as training, development and mentorship of the entire junior Product Specialist team in Credit.

In addition to fundraising and investor-related responsibilities, the Product Specialist will be involved in cross-platform projects, committees and other initiatives promoting the growth of Carlyle’s Credit platform.

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 for this role is $200,000.

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.

Responsibilities

• Subject matter expert across applicable Credit strategies
• Pre-marketing, strategy and product development initiatives in advance of fund launches
• Develop and execute full fundraising process from start to finish
• Set objectives for fundraising in coordination with Credit Business and IR Leads
• Project management across Investment Team, Fund Management, Legal/Compliance to successfully execute fund launch in optimal structure/offering for target investor base
• Attend and lead introductory and ongoing investor dialogues, in collaboration with Relationship Managers
• Coordinate with Relationship Managers on roadshows with Investment Team
• Track fundraising progress and investor statuses against objectives and report status to key stakeholders
• Senior day to day contact for both Relationship Managers and Investment team on both strategies
• Present value proposition of the product to investors; develop messaging of the strategy and quarterback execution on all fundraising initiatives from launch to final close
• Make recommendations to senior leadership on terms, product timeline, mandate, strategy messaging, etc.
• Drive outcome / execute on senior leadership guidance and decisions
• Oversee of investor diligence and closing process
• Ensure accuracy and timely delivery of investor requests
• Manage onsite diligence meetings and related follow-up
• Liaise with prospective investors to advance through closing process including side letter and legal negotiations
• Build relationships with investors throughout diligence process
• Participate in global roadshows and meetings with existing and prospective investors
• Product Development:
• Ability to work collectively with several different internal stakeholders to ensure successful launch of new potential business lines by leveraging market knowledge and LP preferences
• Work with various teams across Carlyle, including Tax, Legal, Fund Management, Investment Team, to ensure development of efficient product offering for investors
• Coordinate fundraising and product strategies and provide regular updates to key senior stakeholders

Qualifications

Education & Certificates

• Bachelor’s degree required
• Series 7 and 63

Professional Experience

• 8 – 10 years of relevant experience in Investor Relations, preferably within a Product Specialist Role
• Credit product management experience preferred

Competencies & Attributes:

• Excellent communication skills – both written and oral; role requires interaction with most senior professionals at the firm and key external stakeholders
• Sophisticated and tactful client managers – can effectively manage the LP lifecycle
• Resourceful and collaborative, works well with segment and investment teams
• Strong communicator – speaks well to the product
• Strategic sales mindset, able to identify opportunities for sophisticated sales
• Excelled role model and manager – can delegate, provide support and guidance to team

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $426 billion of assets under management and more than half of the AUM managed by women, across 586 investment vehicles as of December 31, 2023. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,200 professionals operating in 28 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 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.

At Carlyle, we know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.