2-Year Analyst, Global Wealth

Overview
The Carlyle Group seeks to hire a 2-Year Analyst in Carlyle''s Global Wealth Investor Relations business. The Analyst will provide sales support to our Client Relationship Managers (CRMs) to assist with marketing and fundraising for the Global Private Equity, Credit, and Investment Solutions business.Responsibilities
Follow up with incoming leads as well as answer inquires generated by Client Relationship Manager''s activities, marketing or other campaignsWork closely with the Client Relationship Manager to develop and execute an appropriate business plan to maximize European SalesWork closely with senior members of the team to develop and maintain relationships with existing feeders and prospectsAccompany Carlyle management or Client Relationship Managers on in-person client meetings with private banks and wealth managersProactively servicing investors to provide resolution to their various enquiriesDeveloping relationships internally across various Carlyle''s investment teams as well as other functions such as investor services, legal, compliance and operationsCoordinating and preparing marketing materials, including presentations, client reports, request for proposalsOrganising client events and conferences, including contributing to setting the agenda of topicsConducting competitor/market research and analysesOwn management of CRM activity and related data requests. Keeping current on Carlyle''s fund offeringsAssist with administrative duties when neededQualifications
Education and CertificatesProfessional Experience1-2 years of prior experience in Investor Relations, Financial Services or related fieldExperience with Customer Relationship Management system (e.g. Salesforce, DealCloud)Strong interpersonal skills, organizational skills, and attention to detailDemonstrated ability to work effectively as part of a teamEnglish and a European language preferableAdvanced Microsoft Office skillsOrganized and practical, can turn high level direction into tasks to executeThoughtful and client-savvy, able to understand nuances of sales / LP lifecycleProactive, can independently identify necessary information or materials for meetingsSupport-oriented, willing to jump in, can perform basic analyses to drive insightResourceful and collaborative, can leverage resources across the functionDetail oriented and responsibleLanguagesIn addition to English, French, Spanish or German requiredCompany Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world''s largest and most successful investment firms, with more than 2,300 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 Carlyle AlpInvest - and has expertise in various industries, including: aerospace, defense and government services, consumer and retail, energy, financial services, healthcare, industrial, real estate, technology and business services, telecommunications and media and transportation.At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives 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." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.
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