Year Analyst, Global Wealth

Carlyle

  • London
  • Permanent
  • Full-time
  • 1 month ago
Position SummaryThe Carlyle Group seeks to hire a 2-Year Analyst in Carlyle's Global Wealth Investor Relations business. The Analyst will provide sales support to our Client Relationship Managers (CRMs) to assist with marketing and fundraising for the Global Private Equity, Credit, and Investment Solutions business.Responsibilities
  • Follow up with incoming leads as well as answer inquires generated by Client Relationship Manager's activities, marketing or other campaigns
  • Work closely with the Client Relationship Manager to develop and execute an appropriate business plan to maximize European Sales
  • Working closely with senior members of the team to develop and maintain relationships with existing feeders and prospects
  • Accompany Carlyle management or Client Relationship Managers on in-person client meetings with private banks and wealth managers
  • Proactively servicing investors to provide resolution to their various enquiries
  • Developing relationships internally across various Carlyle's investment teams as well as other functions such as investor services, legal, compliance and operations
  • Coordinating and preparing marketing materials, including presentations, client reports, request for proposals
  • Organising client events and conferences, including contributing to setting the agenda of topics
  • Conducting competitor/market research and analyses
  • Developing & maintaining target client lists
  • Own management of CRM activity and related data requests. Keeping current on Carlyle's fund offerings
  • Assist with administrative duties when needed
RequirementsQualificationsEducation & Certificates
  • Bachelor's degree
Professional Experience
  • 1-2 years of prior experience in Investor Relations, Financial Services or related field
  • Experience with Customer Relationship Management system (e.g. Salesforce, DealCloud)
Competencies & Attributes
  • Strong interpersonal skills, organizational skills, and attention to detail
  • Demonstrated ability to work effectively as part of a team
  • English and a European language preferable
  • Advanced Microsoft Office skills
  • Organized and practical, can turn high level direction into tasks to execute
  • Thoughtful and client-savvy, able to understand nuances of sales / LP lifecycle
  • Proactive, can independently identify necessary information or materials for meetings
  • Support-oriented, willing to jump in, can perform basic analyses to drive insight
  • Resourceful and collaborative, can leverage resources across the function
  • Detail oriented and responsible
Languages
  • In addition to English, French, Spanish or German required
Company InformationThe Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 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 Carlyle AlpInvest - 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 believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.

Carlyle