2-Year Sales Analyst, Investor Relations (Canada)
Carlyle Investment Management, LLC

Job Info

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Position Summary

The Carlyle Group seeks to hire a 2-Year Sales Analyst to support our fundraising efforts. The 2-Year Sales Analyst will provide sales support to our Canada relationship management team, who fundraise across all three of Carlyle's investment segments.

Responsibilities

• Senior executive support
• Market and LP postings to Relationship Management teams (e.g., daily news updates, RFP postings, etc.)
• Ad hoc projects to provide Relationship Managers with leverage to optimize fundraising

• CRM (DealCloud)
• Track and analyze Regional and RM-specific fundraising pipelines from prospective investor stage through fund commitments
• Review and maintain external communication distribution lists, including data room access for live fundraises

• Limited Partner engagement
• Conduct LP research and prospecting including investor profiling
• Create client specific presentations and marketing materials
• LP Meeting coordination and tracking

• Fund-specific projects
• Roadshow Meeting Briefs
• Investment Consultant support builds
• Competitor / fund research

• Conferences & Events
• Global Investor Conference LP coordination, logistics, etc.
• Conference circuit LP target lists, Carlyle attendee postings, etc.

Qualifications

Education & Certificates

• Bachelor's degree required

Professional Experience

• 1-3 years of prior experience in Investor Relations or Financial Services
• Strong interpersonal skills, organizational skills, and attention to detail
• Demonstrated ability to work effectively as part of a team

Competencies & Attributes

• Detail oriented with excellent organizational skills
• Understanding of financial markets, alternative investments, and portfolio construction
• Critical thinker with strong analytical skills
• Team-oriented with a strong sense of accountability, responsiveness, and follow-through
• Advanced Microsoft Office skills
• Thoughtful and client-savvy, able to understand nuances of Sales / LP lifecycle
• Proactive with the ability to handle projects with minimal training or oversight
• Resourceful and highly adaptable

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 for this role is $125,000.

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.

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $425 billion of assets under management and more than half of the AUM managed by women, across 595 investment vehicles as of March 31, 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 28 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 know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.

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