Principal, Investor Relations
The Carlyle Group
Responsibilities
- Subject matter expert across strategies, with full ownership of content produced for both strategies
- Leading pre-marketing, strategy and product development initiatives in advance of fund launches
- Develop, lead and oversee execution of full fundraising process from start to finish
- Senior day-to-day contact for both Relationship Managers and Investment team on both strategies, managing key stakeholders’ expectations, delivering feedback and making active recommendations on strategy, presentation delivery, messaging, etc.
- Develop and present value proposition of the product to investors; develop messaging of the strategy and oversee execution on all fundraising initiatives from launch to final close
- Create and maintain contents and presentation materials to support senior colleagues (Fund Heads, Executives etc.)
- Make recommendations to senior leadership on terms, product timeline, mandate, strategy messaging, etc.
- Drive outcome / oversee execution on senior leadership guidance and decisions
- Oversee of investor diligence and closing process
- Primary Product Specialist contact for prospective investors to advance through closing process, leading investors through side letter and legal negotiations
- Build relationships with investors throughout diligence process
- Participate in global roadshows and lead meetings with existing and prospective investors
Qualifications
Education & Certificates
- Bachelor’s degree required
- Fluent in both Japanese and English (written and verbal communication)
- 8+ years of relevant experience in Investor Relations, within relevant industries such as Alternative Investment Management, Asset Management etc. n Alternative Investment Manager
- Private Equity product strategy experience preferred
- Ability to produce high quality presentation and marketing materials in both Japanese and English.
- 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
- Operational excellence – keenness to work at both an operational and strategic level
- Excelled role model – can delegate, provide support and guidance to juniors
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $382 billion of assets under management and more than half of the AUM managed by women, across 600 investment vehicles as of September 30, 2023. 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, 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.
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.