Associate, Investor Relations Operations, Global Wealth

divh2Associate, Investor Relations Operations/h2pProvides sales support to assist with investor servicing efforts for the Carlyle Global Wealth (CGW) business. This will include creation of marketing collateral, fulfilling client due diligence requests, creating customized investor presentations and tracking CGW sales reports. The candidate should be able to effectively communicate Carlyles product differentiators, help IR professionals raise additional capital and service Carlyles existing investors./ppThis position will work cross-functionally with members from Carlyles broader IR team, including Product Specialists, Client Relationship Managers and various Fund Management operations teams who service Carlyle funds./ppLastly, this position will include additional responsibilities for supporting various fundraising processes, such as helping to manage investor pipelines, running sales reports, preparing internal fundraising/budgeting reports and helping with ongoing projects./ppPrimary Responsibilities:/pulliAssist in the on-going management of fundraising efforts and investor relations responsibilities for various Carlyle funds offered through CGW./liliGuide investors and IR professionals through fund due diligence processes, including completing diligence requests (i.e. DDQs, RFPs, RFIs), handling relevant follow-up, coordinating investment and operational due diligence meetings and liaising with various teams within the organization (i.e. Fund Management, Compliance, etc.) to produce relevant materials./liliSupport CGW Sales by completing ad hoc projects and investor requests and assisting with coordination of roadshow meetings (or virtual roadshows) and materials./liliDraft collateral, including flipbooks, RFPs, standard DDQ responses and other required marketing materials, working closely with CGW Client Relationship Managers, Internal Sales Desk, the broader Investor Relations team, and Fund Management throughout the process./liliSupport existing investor relations and servicing efforts through the coordination of regular update calls, facilitating of reporting and presentation materials and handling regular and ad-hoc investor requests./liliCollaborate with other Project Managers / Product Specialists throughout the firm with regards to a fundraising process to ensure full coordination and implement best practices and lessons learned from prior fundraising initiatives./liliUpdate broader CGW and Investor Relations teams on key developments with respect to fundraise process, portfolio updates and other relevant business- specific facets./liliWork on cross platform projects (both for internal and external use), which may include strategic partnership proposals, internal management presentations, senior management talking points, etc./li/ulpGlobal Fundraising Support:/pulliWork with other Project Managers / Product Specialists and Product Development team to identify ways in which Carlyle can enhance its fundraising process through the introduction of new tools, strategies and information./liliAttend internal and external fundraising meetings, as appropriate, and help in the preparation of materials including prospect generation, preparing presentations and tracking lists./liliWork with Investor Relations team regarding the development of budgets, fundraising projections, commitment reviews, post-close analyses, and other projects./li/ulpRequirements:/ppEducation Certificates:/pulliBachelors degree required/liliSeries 7/82 and 63 preferred/li/ulpProfessional Experience:/pulli5+ years of experience in a financial/wealth management/business role or similar industry./liliExperience within a private banking platform, working with retail investors and 40-Act funds, a plus./liliExperience with all areas of the fundraising and client cultivation process including implementing process improvements and creating process documentation./liliKnowledge of alternative products a plus./liliCustomer/Investor/Client Relations experience a plus./li/ulpCompetencies Attributes:/pulliWork well in a deadline driven environment./liliMastery of Microsoft Office tools./liliHigh level of attention to detail needed for preparing and distributing investor-facing materials./liliStrong interpersonal skills a must./liliExcellent communication skills - both written and oral./liliDemonstrated ability to work effectively as part of a team./liliAbility to manage a wide variety of projects occurring simultaneously./li/ulpBenefits/Compensation:/ppThe 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./ppThe anticipated base salary range for this role is $175,000./ppIn 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./p/div