The Carlyle Group seeks to hire an Analyst within the European Investor Relations team. Working within the Private Equity, Credit and AlpInvest Sales Group, the position will primarily support Sales professionals through the life cycle of fundraising. The position will also coordinate with the various Product Specialists with responding to investor requests as needed. This successful candidate must be highly organised with excellent attention to detail.
Analyst, Investor Relations
The Carlyle Group
London, UK
Posted on June 10, 2024
Responsibilities
- Assist the sales team in Europe with lead generation, investor outreach, follow-ups, and meeting coordination.
- Facilitate cross-team coordination on ad-hoc work streams.
- Manage the team’s task list and ensure prompt internal coordination for follow-up responses.
- Maintain fundraising pipelines by geographies and products to consolidate the European team’s efforts in real-time.
- Support investor meetings and events by hosting meetings, assisting with on-site due diligence, and coordinating with the investment team.
- Prepare and distribute pre-meeting briefings to participants.
- Play a key role in organizing investor events and managing the conference calendar.
- Handle the distribution of marketing materials and assist with ad-hoc presentation materials.
- Attend meetings, draft notes for DealCloud, and manage follow-ups on investor requests.
- CRM Maintenance:
- Maintain the central CRM database (DealCloud) for sales professionals.
- Analyse fundraising data, track investor commitments, and report to senior management.
- Serve as the point person for DealCloud, enhancing its build-out and reporting functions.
- Utilise DealCloud for large-scale prospecting activities. Respond to ad-hoc requests, such as generating investor lists for specific funds or detailing commitment information.
Qualifications
Education & Certificates
- Bachelor’s degree with a minimum GPA of 3.3 required.
Professional Experience
- Seeking a candidate with 1-3 years of experience in a related field.
- Preference for experience in investor relations within an investment firm, placement agent, or consultancy.
- Advanced skills in Microsoft Office, including Excel and PowerPoint, are essential.
- Familiarity with a CRM system, such as DealCloud, is advantageous.
Competencies & Attributes
- Highly organized with experience managing tasks to a timeline
- Proficient in Microsoft office especially Word, Excel and PowerPoint
- Self-Starter, with the ability to work well under pressure
- Exhibits a professional conduct well suited for interactions with investors
- Detail oriented with a focus on precision
- Possesses excellent written and verbal communication skills
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.
