Return to Corporate - Wealth Management Operations and Sales Specialist
Carlyle Investment Management, LLC

Job Info

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Position Summary

At Carlyle, we recognize that career journeys can be diverse, often including periods away from the corporate world. We value the rich perspectives and unique experiences that come from such paths. Thus, our newly launched Return to Corporate initiative is designed for experienced professionals looking to reenter the corporate workforce after a corporate career break of at least two years. This part-time 6-month paid consulting assignment provides a supportive environment in which participants will have the ability to engage in meaningful work and participate in professional development and mentorship opportunities, to assist with seamlessly transitioning back into the corporate setting. Upon successful completion, participants may be considered for additional consulting opportunities or full-time roles on an as-needed basis within the organization.

This position will provide sales support to assist with marketing and investor servicing efforts for the Carlyle Global Wealth ("CGW") business. This will include creation of marketing collateral, fulfilling client due diligence requests, creating customized investor presentations and tracking CGW sales reports. The candidate should be able to effectively communicate Carlyle's product differentiators, help IR professionals raise additional capital and service Carlyle's existing investors.

This position will work cross-functionally with members from Carlyle's broader IR team, including Product Specialists, Client Relationship Managers and various Fund Management operations teams who service Carlyle funds.

Lastly, this position will include additional responsibilities for supporting various fundraising processes, such as helping to manage investor pipelines, running sales reports, and helping with ongoing projects.

Responsibilities

Project Management Assistance

• Assist in the on-going management of fundraising efforts and investor relations responsibilities for various Carlyle funds offered through CGW.
• Support CGW Sales by completing ad hoc projects and investor requests and
• Assist with coordination of roadshow meetings (or virtual roadshows) and materials.
• Draft marketing collateral, including flipbooks, RFPs, standard DDQ responses and other required marketing materials, working closely with CGW Client Relationship Managers, Internal Sales Desk, the broader Investor Relations team, and Fund Management throughout the process.
• Guide investors and IR professionals through fund due diligence processes, including completing diligence requests (i.e. DDQs, RFPs, RFIs), handling relevant follow-up, coordinating investment and operational due diligence meetings and liaising with various teams within the organization (i.e. Fund Management, Compliance, etc.) to produce relevant materials.
• Support existing investor relations and servicing efforts through the coordination of regular update calls, facilitating of reporting and presentation materials and handling regular and ad-hoc investor requests.
• Collaborate with other Project Managers / Product Specialists throughout the firm with regards to a fundraising process to ensure full coordination and implement best practices and lessons learned from prior fundraising initiatives.
• Update broader CGW and Investor Relations teams on key developments with respect to fundraise process, portfolio updates and other relevant business- specific facets.
• Work on cross platform projects (both for internal and external use), which may include strategic partnership proposals, internal management presentations, senior management talking points, etc.

Global Fundraising Support

• Work with other Project Managers / Product Specialists and Product Development team to identify ways in which Carlyle can enhance its fundraising process through the introduction of new tools, strategies and information.

Qualifications

Education & Certificates

• Bachelor's degree required

Professional Experience

• 2+ years of experience in a financial/wealth management/business role or similar industry.
• Experience with fundraising preferred
• Proven success implementing process improvements and creating process documentation.
• Knowledge of alternative products a plus.
• Customer/Investor/Client Relations experience a plus.

Competencies & Attributes

• Work well in a deadline driven environment.
• Mastery of Microsoft Office tools.
• High level of attention to detail needed for preparing and distributing investor-facing materials.
• Strong interpersonal skills a must.
• Excellent communication skills - both written and oral.
• Demonstrated ability to work effectively as part of a team.
• Ability to manage a wide variety of projects occurring simultaneously.

Expectations

• At least 2 years of a Career Break
• Available to provide services part-time, ideally 3 days a week, with 2 of those days in-person at our NYC office
• This will be a 6-month assignment

Benefits

• Work schedule flexibility (i.e., expected to work no more than 3 days per week)
• Ability to work with a hybrid environment

Compensation

• The compensation range for this role is specific to New York, NY 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 compensation range is between $10,000 and $12,000 per month, for a 3-4 day workweek.

If you are interested, please submit your resume along with a short cover letter that describes your career break and why you are looking to return to a corporate environment, in this capacity.

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $435 billion of assets under management and more than half of the AUM managed by women, across 606 investment vehicles as of June 30, 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 29 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 value diversity as a key driver of performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." Our aim is to cultivate a community where insights are continually exchanged and different perspectives are embraced. We recognize that diverse teams perform better and we are dedicated to leveraging diversity as a competitive advantage at Carlyle.

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