Vice President, Product Specialist, US Comingled Funds
Carlyle Investment Management, LLC

New York, New York

This job has expired.


Position Summary

Segment Profile: Carlyle Global Investment Solutions (AlpInvest Partners)
Carlyle's Global Investment Solutions (GIS) segment helps investors meet their objectives through tailored portfolio construction and rigorous investment selection. Within Global Investment Solutions ($65 billion AUM), Carlyle's subsidiary private equity asset manager, AlpInvest, seeks to provide investors with access to the global private markets through primary, secondary, and co-investment opportunities across a range of strategies. GIS approximately 180 employees based in New York, Amsterdam, and Hong Kong.

Fund or Department Description
The GIS Investor Relations ("IR") team is responsible for IR-related activities across the segment, as well as new business development and fundraising activities across both Commingled Funds, and Separately managed / custom accounts ("SMA") with large institutions. The IR team consists of 17 professionals with different nationalities, of which six are female, working closely together on global business development and investor relations, based in New York, Amsterdam, Hong Kong and Tokyo..

Position Summary
Carlyle seeks to hire a Vice President ("VP") Product Specialist in our GIS Investor Relations Group. The VP will be primarily responsible for coverage of AlpInvest's Co-Investment Platform. The VP will be tasked with managing fundraising processes related to the Co-Investment strategy, product and strategy development, managing investor communications and events within the strategy, and responding to investor-related requests. The VP will provide input on sales strategy for investors across segments and geographies, advise on growth strategies for new products and develop product-specific fundraising plans.

Responsibilities include primarily developing, leading and executing the fundraising strategy along with the Head of Commingled Funds and AlpInvest Head of IR, managing communications and IR activities within the investor group, product and strategy development and other investor relations responsibilities. This role requires regular discussion, interaction and collaboration with Business and Investment Team Heads, IR Leadership at Carlyle, Relationship Managers, Fund Management/Finance, Legal & Compliance and other key stakeholders.

This position requires strategy development for pre-marketing initiatives, product development and project management for fund launches, oversight of investor due diligence process, preparation of key marketing and fund formation documents, roadshow coordination, tracking / reporting of investor status and involvement in negotiation processes and fund closings, as well as coordination of general IR communications and events both during and outside of fundraising.

In addition to fundraising and investor-related responsibilities, the VP will be involved in cross-platform projects, committees and other initiatives promoting the growth of Carlyle's AlpInvest platform.

Key Duties/Responsibilities

  • Subject matter expert within Private Equity / Co-Investments, and familiarity with integrated platforms (Fund-of Fund, Secondary, Co-Investments)
  • Pre-marketing, strategy and product development initiatives in advance of fund launches
  • Develop and execute full fundraising process from start to finish
  • Senior day to day contact for both Relationship Managers and Investment team on strategies
  • Present value proposition of the product to investors; develop messaging of the strategy and quarterback execution on all fundraising initiatives from launch to final close
  • Make recommendations to senior leadership on product timeline, mandate, strategy messaging, etc.
  • Drive outcome / execute on senior leadership guidance and decisions
  • Oversee of investor diligence and closing process
    • Ensure accuracy and timely delivery of investor requests
    • Manage onsite diligence meetings and related follow-up
    • Liaise with prospective investors to advance through closing process including side letter and legal negotiations
  • Build relationships with investors throughout diligence process
    • Participate in global roadshows and meetings with existing and prospective investors as subject matter expert within IR on the strategy
  • Product Development:
    • Ability to work collectively with several different internal stakeholders to ensure successful launch of new potential business lines by leveraging market knowledge and LP preferences
    • Work with various teams across Carlyle, including Tax, Legal, Fund Management, Investment Team, to ensure development of efficient product offering for investors
  • Coordinate fundraising and product strategies and provide regular updates to key senior stakeholders


Qualifications

Education & Certificates
  • Bachelor's degree required
  • Series 7 and 63
Professional Experience
  • 8 - 10 years of relevant experience in Investor Relations, preferably within a Product Specialist Role
Competencies & Attributes:
  • Excellent communication skills - both written and oral; role requires interaction with most senior professionals at the firm and key external stakeholders
  • Sophisticated and tactful client managers - can effectively manage the LP lifecycle
  • Resourceful and collaborative, works well with segment and investment teams
  • Strong communicator - speaks well to the product
  • Strategic sales mindset, able to identify opportunities for sophisticated sales
  • Excelled role model and manager - can delegate, provide support and guidance to team


Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $301 billion of assets under management and more than half of the AUM managed by women, across 456 investment vehicles as of December 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 26 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.


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