Analyst, Global Credit Investor Relations, Product Specialist
Carlyle Investment Management, LLC

Job Info

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Position Summary

The Carlyle Group seeks to hire an Analyst within the Global Credit Investor Relations team. The position will support Senior Credit Product Specialists and assist with responding to investor requests and providing analysis to the Credit Sales professionals as needed. Periodic interaction with existing limited partners and potential investors will be required to complete various assignments. This successful candidate must be able to prioritize multiple tasks and work under pressure in a deadline-oriented environment.

Key Duties/Responsibilities

Responsibilities include:

• Credit Product Specialist Support
  • Support the drafting of marketing materials for various private credit funds
  • Support the development of due diligence materials and legal documentation
  • Work on diligence requests, RFIs, RFPs
  • 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 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
  • Grant data room access on DealCloud
  • Monitor the welcome-email process in coordination with Fund Management
  • Assist in DealCloud coordination of large scale-diligence events (e.g. adding contacts to campaign)
  • 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
• Develop and maintain professional relationships with Sales, Fund Management and Legal
• Support Carlyle's Compliance objectives by liaising with the Legal and Compliance Department.

Qualifications

Education & Certificates

• Bachelor's degree required
• Minimum 3.5 GPA

Professional Experience

• 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 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

Position-specific Technical Requirements

• 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 $260 billion of assets under management and more than half of the AUM managed by women, across 437 investment vehicles as of March 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 29 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.
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. As our Chief Executive Officer, Kewsong Lee, stated, "We seek to attract individuals from a broad set of backgrounds and experiences because we know that diverse teams ask better questions and inclusive teams find better answers. Our diverse and inclusive community makes us better partners and ultimately, helps us to build better."

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