Client Relationship Manager, West Coast Coverage
2 weeks ago
Job Name:
Client Relationship Manager, West Coast Coverage
Location:
Los Angeles
Line of Business:
Investor Relations
Job Function:
Investor Relations
Date:
Monday, May 13, 2024
Position Summary
Position Summary
The Carlyle Group seeks hire a Client Relationship Manager (CRM) to focus on the distribution of Carlyle's offerings to institutional investors throughout Western United States. The position will have daily external client-building and relationship management responsibilities which include working with a range of institutional investors. The ongoing internal/external client-relationship management responsibilities include, but are not limited to, marketing Carlyle's Global Private Equity, Real Assets, and Investment Solutions funds, facilitating regular client interactions, portfolio updates and ad hoc client projects. Additionally, the CRM will also design marketing plans, customized investor presentations, account proposals, and other investor deliverables as necessary. This position will also require evaluating new business opportunities including financial analysis, competitive benchmarking, and qualitative considerations.
The successful candidate will be self-directed and able to prioritize multiple workstreams in a fast-paced environment. Candidates should have existing relationships with the investor community and have previous experience with private markets, including Private Equity and/or Real Assets. Private Credit a plus.
Responsibilities
Primary Responsibilities
- Building, cultivating and strengthening relationships with institutional investors throughout the Western U.S. and securing capital commitments to Carlyle strategies.
- Developing and executing Business Plans to engage existing and new relationships in the region.
- Proactively seek and support the development of new initiatives with target firms to enhance Carlyle's success and market presence.
- Conduct one-on-one meetings, group presentations and client meetings/events.
- Remain abreast of industry/market trends and developments while maintaining sound working knowledge of Carlyle's products and services.
- Capture all activity and sales-related data in CRM system (DealCloud). Develop and maintain pipeline of active fundraise processes and report updates to internal stakeholders.
- Effectively manage firm resources, which involve travel expenses, and entertainment budget.
• Collaborate with colleagues across Investor Relations, Fund Management, Legal & Compliance as well as the investment teams to ensure full coordination and implement best practices and lessons learned from prior initiatives.
• Focus on establishing relationships with new investors and deliver the firm to them.
Qualifications
Requirements
Education & Certificates
• Relevant Series licenses (7, 63)
• Bachelor's degree is required.
Professional Experience
- Minimum of 8 years' experience in Financial Services, with a majority of those years servicing investors in a sales, fundraising and/or business development capacity.
- Demonstrated track record of exceeding performance expectations.
- A strong understanding of financial markets and experience with Alternative Asset Management strategies.
- Strong written and interpersonal skills
- Strong organizational and detail-orientation skills.
• Strong proficiency in CRM software, DealCloud is preferred.
• Advanced Microsoft Office (including Excel and PowerPoint) skills required.
• Demonstrated ability to work effectively as part of a team.
Competencies & Attributes
• Willingness to travel frequently.
• Ability to successfully navigate in an environment where projects and tasks do not have a clear path to completion and innovation is required to accommodate all stakeholders' preferences.
• High level of comfort with decision-making.
• Work well in a deadline-driven, results-oriented environment.
• Easily transition between high-level and more detailed projects.
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 $425 billion of assets under management and more than half of the AUM managed by women, across 595 investment vehicles as of March 31, 2024. 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.
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Los Angeles, United States Avature Full timeClient Relationship Manager, West Coast Coverage Location: Line of Business: Investor Relations Job Function: Investor Relations Date: Monday, May 13, 2024 Position Summary Position Summary The Carlyle Group seeks hire a Client Relationship Manager (CRM) to focus on the distribution of Carlyle’s offerings to institutional investors throughout Western...
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