The posting
Position Summary
The Carlyle Group seeks to hire a Vice President, Product Specialist within the Client Solutions Group for fundraising, sales enablement, and investor engagement for the private equity evergreen strategies, with a focus on the wealth channel.
This is an entrepreneurial, people-facing role. The successful candidate will turn complex investment information into clear, compelling stories that sales teams and investors can understand and repeat, and will produce polished, visually engaging materials. They engage effectively across all levels of seniority from senior leadership to junior colleagues, manage multiple projects under tight deadlines, and look for ways to improve how the team works, including driving efficiencies through AI and automation. Regular interaction with existing and prospective investors and distribution partners is expected.
Primary Responsibilities:
- Support the entire fund lifecycle, including fundraising, distribution, and ongoing investor relations
- Develop deep product knowledge and serve as the internal subject matter expert on the evergreen strategies, including deal structures, terms, fees, and performance, to support Carlyle’s global sales force and distribution partners
- Translate complex investment, structuring, and performance information into clear, engaging narratives tailored to different audiences, from wealth advisors to internal sales teams
- Create and maintain high-impact marketing and diligence materials, including pitch decks, case studies, investor updates, newsletters, email campaigns, fact sheets, data room contents, and thought-leadership content, with the visual polish and consumer-marketing sensibility needed to resonate with the wealth and retail channels
- Prepare and manage existing and prospective client requests, including RFPs, DDQs, and other due diligence requests, ensuring technical accuracy and consistency across all materials
- Maintain strategic internal documents, including investor pipelines, dashboards to track fundraising progress and goals, talking points, performance summaries, and sales collateral
- Support the strategy and coordination of client meetings and events, global roadshows, webinars, and investor conferences, including training and enabling relationship managers
- Monitor and analyze product performance, market trends, competitor offerings, and industry developments to inform product positioning, fundraising strategy, and investor communications.
- Utilize technical skills to prepare bespoke, data-driven fundraising and investor analyses
- Proactively assess existing workflows for producing materials, responding to requests, and managing investor data. Reduce manual and repetitive work by building templates, standardizing content libraries, and leveraging AI and automation tools
- Partner with key stakeholders (Investor Relations, Investment Teams, Marketing, Corporate Affairs, Fund Management, Legal, Compliance) to align on fundraising strategy and deliver a positive client experience
- Support Carlyle’s Compliance objectives by liaising with the Legal and Compliance Department
- Provide training and mentorship to junior members of the team
- Complete special projects as needed
Requirements
Education & Certificates
- Bachelor’s degree required
- Series 7 and 63 required or to be obtained within 90 days of commencement
Professional Experience
- 7+ years of experience required
- Preferred Experience includes: Investor relations or business development at a private equity investment firm; investment banking/capital markets/asset management role
- A strong understanding of financial markets and/or experience with Private Equity
- Experience at an alternative investment firm, an alternative investment placement firm, an investment bank or a consultant is required
- Experience supporting fundraising and engaging directly with investors is preferred; wealth or retail channel experience is a plus
Competencies & Attributes
- Presence and interpersonal skills: Credible and comfortable with everyone from senior leadership and institutional investors to junior colleagues. Builds relationships quickly and is personable and easy to work with, while taking initiative and driving work forward without waiting for direction
- Storytelling and communication: Exceptional ability to distill complex information into simple, memorable messages that sales professionals and clients can understand and repeat. Goes beyond simplifying to find the angle that makes a topic interesting. Excellent written and oral communication skills
- Visual communication: Advanced PowerPoint skills and a strong eye for design, layout, and visual hierarchy, with the ability to produce engaging presentations, emails, and marketing materials. This is not a graphic design role, but the candidate must be able to make materials look polished and compelling without outside help
- Technical and analytical skills: Highly detail-oriented, with a command of the technical nuances of our deals and products. Advanced Excel and Microsoft Office skills. Rigorous standards for accuracy in investor-facing materials. Ability to quickly develop competency in reporting platforms and systems to obtain usable LP data
- Project management: Flexibility to handle multiple projects, calls, and changing priorities in a fast-paced environment. Strong time management and sound judgment on prioritization. Resilient and able to deliver high-quality work under pressure
- Entrepreneurial, process-improvement mindset: Self-starter and creative thinker who looks at existing processes and wants to make them better. Comfortable building something rather than just maintaining it
- AI fluency: Proficiency in leveraging AI and automation tools to streamline workflows, enhance productivity, and improve the quality and efficiency of deliverables, while exercising sound judgment and maintaining appropriate standards for accuracy and confidentiality
- Client-centric mindset, intellectual curiosity about alternatives and private equity, and a thoughtful approach to risk management
- Team player who fosters a positive team dynamic
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 $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.
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.
Who We Are
When people, ideas, and capital come together, opportunity expands across private markets. At Carlyle, this belief has shaped how we invest for decades, fueling growth for companies and delivering performance for investors.
Visit our website to learn more about our firm and the ways our platform is shaping private markets.
