The Carlyle Group
Vice President, Product Specialist, AlpInvest Investor Relations
The Carlyle Group, New York, New York, us, 10261
Vice President, Product Specialist, AlpInvest Investor Relations
Segment Profile: Carlyle Global Investment Solutions (AlpInvest Partners): Carlyle's Global Investment Solutions (GIS), also known as AlpInvest, helps investors meet their objectives through tailored portfolio construction and rigorous investment selection. AlpInvest currently manages $77 billion of AUM across private equity and credit investments, and is a leading investor across the Secondary, Co-Investment, NAV / Fund finance, and Primary Fund markets. The segment has approximately 200 employees based in New York, London, Amsterdam, Hong Kong and Tokyo. Fund or Department Description: The AlpInvest Investor Relations (IR) team is responsible for IR-related activities across the segment, as well as new business development and fundraising activities across both its flagship fund products, as well as multi-strategy solutions for both institutional and private wealth client bases. Position Summary: Carlyle seeks to hire a Vice President Product Specialist within AlpInvest's Investor Relations Team, supporting its Wealth platform and offerings to International investors. The Wealth Product Specialist plays a critical role in supporting the private wealth and alternative investment business by covering the entire product lifecycle-from fundraising, through investment, to return of capital. They act as the subject matter expert providing detailed investment information, market insights, performance updates, and education to client stakeholders including financial advisors, sales teams, and end-clients. This role requires deep knowledge of alternative asset classes such as private equity, credit, real assets, and secondaries. The Vice President will play a key role in supporting the growing Private Wealth strategies across the AlpInvest Secondary Platform, but will also have the opportunity to work across AlpInvest's other product lines of Co-Investment, Portfolio Finance and Primary Investments, and be responsible for supporting AlpInvest's fundraising efforts across Private Wealth channels. The position will provide key support to the senior team members of AlpInvest IR and Private wealth teams to drive strategic initiatives across the segment, as well as have an active role in coordinating investor requests / responses, serving as a segment expert to other parts of Carlyle and the Firm's Sales professionals. The role will include interaction with existing limited partners and investors. The successful candidate must be able to build expertise in the key strategies which AlpInvest operates, prioritize multiple projects and work under pressure in a deadline-oriented environment. Primary Responsibilities: Partner with internal investment teams and sales professionals to develop and execute sales and marketing strategies around private equity products. Provide ongoing, real-time updates on product performance, market trends, and the competitive landscape to advisors, clients, and internal stakeholders. Create tailored, high-impact content such as fund reviews, investment themes, and portfolio performance commentary. Respond to client and advisor inquiries on private equity strategies and underlying markets. Support sales meetings and presentations with investment insights and portfolio updates. Collaborate with marketing, investor services, product strategy, and business development teams to support product initiatives. Conduct competitive research across alternative asset classes and product structures to maintain market awareness. Drafting and positioning of marketing materials for AlpInvest funds and new product initiatives Support development of due diligence materials and legal documentation Assist segment leadership with new product and strategy initiatives, and presentations to Firm leadership Work with senior leadership to support key presentations internally and externally Serve as internal expert on AlpInvest products to support the global Sales team Requirements: Education & Certificates Bachelor's degree required Series 7 and 63 preferred CAIA, CFA preferred Professional Experience Minimum 7-10 years of experience in investment banking, asset management, consulting, or wealth management with a focus on alternatives/private equity. Strong understanding of private equity products, market dynamics, and client needs. Excellent communication, presentation, and client relationship skills. Ability to work collaboratively across teams and with clients. Experience working with or knowledge of leading alternative asset managers Self-Starter, with the ability to work well under pressure Strong interpersonal skills Strong organizational skills and detail oriented; attention to detail Excellent written and oral communication skills Flexibility to handle multiple tasks and changing priorities Demonstrated ability to work effectively as part of a team Position-specific Technical Requirements Advanced Microsoft Office (including Excel and PowerPoint) skills required CRM system including DealCloud is preferred The compensation range for this role is specific to New York 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 range for this role is $200,000. 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.
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Segment Profile: Carlyle Global Investment Solutions (AlpInvest Partners): Carlyle's Global Investment Solutions (GIS), also known as AlpInvest, helps investors meet their objectives through tailored portfolio construction and rigorous investment selection. AlpInvest currently manages $77 billion of AUM across private equity and credit investments, and is a leading investor across the Secondary, Co-Investment, NAV / Fund finance, and Primary Fund markets. The segment has approximately 200 employees based in New York, London, Amsterdam, Hong Kong and Tokyo. Fund or Department Description: The AlpInvest Investor Relations (IR) team is responsible for IR-related activities across the segment, as well as new business development and fundraising activities across both its flagship fund products, as well as multi-strategy solutions for both institutional and private wealth client bases. Position Summary: Carlyle seeks to hire a Vice President Product Specialist within AlpInvest's Investor Relations Team, supporting its Wealth platform and offerings to International investors. The Wealth Product Specialist plays a critical role in supporting the private wealth and alternative investment business by covering the entire product lifecycle-from fundraising, through investment, to return of capital. They act as the subject matter expert providing detailed investment information, market insights, performance updates, and education to client stakeholders including financial advisors, sales teams, and end-clients. This role requires deep knowledge of alternative asset classes such as private equity, credit, real assets, and secondaries. The Vice President will play a key role in supporting the growing Private Wealth strategies across the AlpInvest Secondary Platform, but will also have the opportunity to work across AlpInvest's other product lines of Co-Investment, Portfolio Finance and Primary Investments, and be responsible for supporting AlpInvest's fundraising efforts across Private Wealth channels. The position will provide key support to the senior team members of AlpInvest IR and Private wealth teams to drive strategic initiatives across the segment, as well as have an active role in coordinating investor requests / responses, serving as a segment expert to other parts of Carlyle and the Firm's Sales professionals. The role will include interaction with existing limited partners and investors. The successful candidate must be able to build expertise in the key strategies which AlpInvest operates, prioritize multiple projects and work under pressure in a deadline-oriented environment. Primary Responsibilities: Partner with internal investment teams and sales professionals to develop and execute sales and marketing strategies around private equity products. Provide ongoing, real-time updates on product performance, market trends, and the competitive landscape to advisors, clients, and internal stakeholders. Create tailored, high-impact content such as fund reviews, investment themes, and portfolio performance commentary. Respond to client and advisor inquiries on private equity strategies and underlying markets. Support sales meetings and presentations with investment insights and portfolio updates. Collaborate with marketing, investor services, product strategy, and business development teams to support product initiatives. Conduct competitive research across alternative asset classes and product structures to maintain market awareness. Drafting and positioning of marketing materials for AlpInvest funds and new product initiatives Support development of due diligence materials and legal documentation Assist segment leadership with new product and strategy initiatives, and presentations to Firm leadership Work with senior leadership to support key presentations internally and externally Serve as internal expert on AlpInvest products to support the global Sales team Requirements: Education & Certificates Bachelor's degree required Series 7 and 63 preferred CAIA, CFA preferred Professional Experience Minimum 7-10 years of experience in investment banking, asset management, consulting, or wealth management with a focus on alternatives/private equity. Strong understanding of private equity products, market dynamics, and client needs. Excellent communication, presentation, and client relationship skills. Ability to work collaboratively across teams and with clients. Experience working with or knowledge of leading alternative asset managers Self-Starter, with the ability to work well under pressure Strong interpersonal skills Strong organizational skills and detail oriented; attention to detail Excellent written and oral communication skills Flexibility to handle multiple tasks and changing priorities Demonstrated ability to work effectively as part of a team Position-specific Technical Requirements Advanced Microsoft Office (including Excel and PowerPoint) skills required CRM system including DealCloud is preferred The compensation range for this role is specific to New York 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 range for this role is $200,000. 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.
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