Associate, Product Specialist, AlpInvest Investor Relations

2 months ago

New York, New York, United States The Carlyle Group Full time

Basic information

Job Name:

Associate, Product Specialist, AlpInvest Investor Relations

Location:

New York/OVA

Line of Business:

Investment Solutions

Job Function:

Investor Relations

Date:

Tuesday, May 28, 2024

Position Summary

Segment Profile: Carlyle Global Investment Solutions (AlpInvest Partners)

Carlyle's Global Investment Solutions (GIS), also known as AlpInvest, helps investors meet their objectives through tailored portfolio construction and rigorous investment selection. AlpInvest currently manages $77 billion of AUM across private equity and credit investments, and is a leading investor across the Secondary, Co-Investment, NAV / Fund finance, and Primary Fund markets. The segment has approximately 200 employees based in New York, London, Amsterdam, Hong Kong and Tokyo.

Fund or Department Description

The AlpInvest Investor Relations ("IR") team is responsible for IR-related activities across the segment, as well as new business development and fundraising activities across both its flagship fund products, as well as multi-strategy solutions for both institutional and private wealth client bases.

Position Summary

Carlyle seeks to hire an Associate Product Specialist within AlpInvest's Investor Relations Team. The Associate will initially focus on AlpInvest's NAV Financing strategy but will also have the opportunity to work across AlpInvest's other product lines of Secondary, Co-Investment, and Primary Investments, and be responsible for supporting AlpInvest's fundraising efforts across both Institutional and Private Wealth channels. The position will provide key support to Senior Product Specialists to drive strategic initiatives across the segment, as well as have an active role in coordinating investor requests / responses, serving as a segment expert to other parts of Carlyle and the Firm's Sales professionals. The role will include interaction with existing limited partners and investors. The successful candidate must be able to build expertise in the key strategies which AlpInvest operates, prioritize multiple projects and work under pressure in a deadline-oriented environment.

AlpInvest Portfolio Finance Strategy:

AlpInvest's Portfolio Finance Strategy, launched formally in 2018, represents the intersection of Private Credit and Private Equity Secondaries and is a rapidly growing business line within the AlpInvest/Carlyle ecosystem. The strategy is centered around lending capital against diversified portfolios of private equity assets through three verticals: Fund Financings (NAV Loans) which are collateralized by the NAV of one or more private equity funds, GP Financings which are collateralized by the assets of private equity management companies and LP Interest Financings which are collateralized by portfolios of LP interests in private market funds. Through this strategy AlpInvest is also an active participant in the credit secondary market. The Associate hire will have the opportunity to work on the cutting edge of an emerging asset class within private credit and help grow a meaningful new business line at AlpInvest/Carlyle. This hire will also have the opportunity to support an evolving capital markets business which syndicates Portfolio Financings to wide range of institutional private/structured credit investors.

Responsibilities

Primary Responsibilities:

  • Assist with and participate in onsite and virtual investor meetings and conferences
  • Drafting and positioning of marketing materials for AlpInvest funds and new product initiatives
  • Support development of due diligence materials and legal documentation
  • Assist segment leadership with new product and strategy initiatives, and presentations to Firm leadership
  • Work with senior leadership to support key presentations internally and externally
  • Lead various diligence requests from investors, as well as ad hoc investor requests
  • Serve as internal expert on AlpInvest products to support the global Sales team
  • Maintenance of data room materials and investor access
  • Maintenance of investor pipelines and diligence request trackers

Qualifications

Requirements

Education & Certificates

  • Bachelor's degree required
  • Series 7 and 63 preferred

Professional Experience

  • Minimum of 3-4 years of experience required
  • Preferred experience includes: investor relations or business development within private markets, financial services, investment banking, capital markets / advisor, consulting, or asset management
  • Background in/around the private credit markets, either gained from another asset manager or experience on a leveraged finance desk, and in running capital markets processes, will be beneficial for this role
  • Excellent computer skills, including ability to learn and become the subject matter expert in the systems used to respond to investor and Senior 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

Company Profile:

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.

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 $150,000.

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.

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