Analyst, Product Specialist, Global Private Equity Client Solutions Group
carlyle · New York, NY · United States · On-site
Posted Aug 24, 2026
Sign up free: we match you to jobs like this, tailor your application and fill the form. 2 free applications every day.
Position Summary
Working within the Global Private Equity (GPE) group, the candidate will support the US Buyout Product Specialists. Periodic interaction with limited partners and potential investors will be required to complete various assignments. This candidate must be able to prioritize multiple tasks, demonstrate attention to detail, and work under pressure in a deadline-oriented environment.
Primary Responsibilities
Support entire fund lifecycle, including fundraising and ongoing investor relations
Develop deep product knowledge and expertise
Create and maintain marketing and diligence materials, including presentations, investor updates, data room contents, and thought-leadership content
Prepare and manage existing and prospective client requests, including RFPs, DDQs, and other due diligence requests
Support the strategy and coordination for client meetings and events, global roadshows, webinar events, and investor conferences
Source and analyze industry research related to fundraising, including preparing analysis of the competitive landscape
Utilize technical skills to prepare bespoke, data-driven fundraising and investor analyses
Partner with key stakeholders (such as professionals across Client Solutions, Investment Teams, Corporate Affairs, Fund Management, Legal, Compliance) to promote engagement and alignment across the business to execute on the fundraising strategy and achieve positive client experience
Support Carlyle’s Compliance objectives by liaising with the Legal and Compliance Department
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
Minimum of 2 years of analytical and presentation experience required
A strong understanding of financial markets and/or experience with Private Equity required
Experience at an alternative investment firm, an alternative investment placement firm, an investment bank or a consultant is required
Competencies & Attributes
Team player, with demonstrated ability to work effectively as part of a team and foster a positive team dynamic
Client-centric mindset, desire to deliver excellent experience for our existing and prospective investors
Intellectual curiosity, demonstrating interest in alternatives / private equity and ongoing learning
Excellent technical skills, including desire to learn and become the subject matter expert in the systems used to respond to investor requests
Self-starter and creative thinker; takes initiative and actively engages in projects and team efforts
Strong interpersonal skills
Exceptional organizational skills and attention to detail
Excellent written and oral communication skills
Flexibility to handle multiple tasks and changing priorities in fast-paced environment; resilient and able to work well under pressure
Advanced Microsoft Office (including Excel and PowerPoint)…