At a Glance
- Tasks: Support Client Relationship Managers in marketing and fundraising for global investment strategies.
- Company: Carlyle Group is a leading global investment firm with $453 billion in assets under management.
- Benefits: Enjoy a collaborative culture, professional development opportunities, and a diverse work environment.
- Why this job: Join a dynamic team, gain valuable experience, and contribute to impactful investment solutions.
- Qualifications: 1-2 years in Investor Relations or Financial Services; strong interpersonal and organisational skills required.
- Other info: Fluency in English and a European language is preferred; advanced Microsoft Office skills needed.
The predicted salary is between 28800 - 48000 £ per year.
The 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
• Own management of CRM activity and related data requests. Keeping current on Carlyle’s fund offerings
• Assist with administrative duties when needed
Requirements
Qualifications
Education & Certificates
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)
• 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 Information
The 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.
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2-Year Analyst, Global Wealth employer: Avature
Contact Detail:
Avature Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land 2-Year Analyst, Global Wealth
✨Tip Number 1
Familiarise yourself with the Global Wealth sector and Carlyle's specific offerings. Understanding their investment strategies and recent market trends will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the Investor Relations field, especially those who have experience with private equity or wealth management. Attend industry events or webinars to make connections that could lead to referrals.
✨Tip Number 3
Brush up on your CRM skills, particularly with systems like Salesforce or DealCloud. Being able to demonstrate your proficiency in managing client relationships and data will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss how you can contribute to team dynamics and support Client Relationship Managers effectively. Highlight any past experiences where you've successfully collaborated or provided exceptional service to clients.
We think you need these skills to ace 2-Year Analyst, Global Wealth
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the 2-Year Analyst position. Tailor your application to highlight relevant experiences in Investor Relations or Financial Services.
Craft a Strong CV: Your CV should clearly outline your professional experience, particularly any roles related to sales support, client relationship management, or financial services. Use bullet points to make it easy to read and focus on achievements that demonstrate your skills.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of Carlyle Group that resonate with you, and explain how your background aligns with their mission and values.
Highlight Language Skills: Since proficiency in a European language is preferred, be sure to mention any language skills prominently in your application. Provide examples of how you've used these skills in a professional context, especially in client-facing situations.
How to prepare for a job interview at Avature
✨Know Your Role
Make sure you understand the responsibilities of the 2-Year Analyst position. Familiarise yourself with the specifics of sales support, client relationship management, and the importance of marketing and fundraising in the Global Wealth sector.
✨Research Carlyle Group
Dive deep into Carlyle's history, values, and recent news. Understanding their investment strategies and areas of expertise will help you demonstrate your genuine interest and align your answers with their goals during the interview.
✨Showcase Your Skills
Highlight your experience with CRM systems and your proficiency in Microsoft Office. Be prepared to discuss how your organisational skills and attention to detail have contributed to your past successes, especially in a team environment.
✨Prepare Questions
Think of insightful questions to ask your interviewers about the role, team dynamics, and Carlyle's approach to investor relations. This shows your enthusiasm and helps you gauge if the company culture aligns with your values.