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For Companies At a Glance
- Tasks: Support Client Relationship Managers in marketing and fundraising for private equity and investment solutions.
- Company: Join The Carlyle Group, a leading global investment firm with a strong reputation.
- Benefits: Gain valuable experience in investor relations and access to networking opportunities.
- Why this job: Be part of a dynamic team, develop client relationships, and enhance your financial services skills.
- Qualifications: 1-4 years in Investor Relations or Financial Services; strong interpersonal and organizational skills required.
- Other info: Fluency in English and another European language is a must; advanced Microsoft Office skills preferred.
The predicted salary is between 36000 - 60000 £ per year.
The Carlyle Group seeks to hire an Analyst in the Carlyle Private 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 inquiries 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.
- Work 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 service investors to provide resolution to their various inquiries.
- Develop relationships internally across various Carlyle investment teams as well as other functions such as investor services, legal, compliance, and operations.
- Coordinate and prepare marketing materials, including presentations, client reports, and requests for proposals.
- Organize client events and conferences, including contributing to setting the agenda of topics.
- Conduct competitor/market research and analyses.
- Develop and maintain target client lists.
- Keep current on Carlyle’s fund offerings.
- Assist with administrative duties when needed.
Qualifications
Education & Certificates
Professional Experience
- 1-4 years of prior experience in Investor Relations, Financial Services, or a related field.
- Experience with Customer Relationship Management systems (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.
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Sales Analyst – Investor Relations employer: Avature
Contact Detail:
Avature Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Analyst – Investor Relations
✨Tip Number 1
Familiarize yourself with the specific needs and preferences of private banks and wealth managers. Understanding their unique requirements will help you tailor your approach during client meetings and enhance your effectiveness in supporting the Client Relationship Managers.
✨Tip Number 2
Network actively within the financial services industry, especially with professionals in Investor Relations. Building relationships with key players can provide valuable insights and potentially lead to referrals or recommendations for the position.
✨Tip Number 3
Stay updated on Carlyle’s fund offerings and recent market trends. This knowledge will not only prepare you for interviews but also demonstrate your genuine interest in the company and its operations.
✨Tip Number 4
Practice your interpersonal skills by engaging in mock client meetings or role-playing scenarios. This will help you become more comfortable in real-life situations where you need to interact with clients and present marketing materials.
We think you need these skills to ace Sales Analyst – Investor Relations
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Sales Analyst position at The Carlyle Group. Understand the key responsibilities and qualifications required, as this will help you tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasize any prior experience in Investor Relations or Financial Services. Be specific about your roles and how they relate to the responsibilities listed in the job description.
Showcase Your Skills: Make sure to highlight your interpersonal skills, organizational abilities, and attention to detail. Provide examples of how you've successfully worked as part of a team and managed client relationships in the past.
Tailor Your Application: Customize your cover letter to reflect your understanding of The Carlyle Group's business and how you can contribute to their Investor Relations team. Mention your language skills and familiarity with CRM systems like Salesforce, as these are important for the role.
How to prepare for a job interview at Avature
✨Know Your Role
Make sure you understand the responsibilities of a Sales Analyst in Investor Relations. Familiarize yourself with the key tasks such as supporting Client Relationship Managers and developing business plans to maximize sales.
✨Showcase Your Experience
Be prepared to discuss your previous experience in Investor Relations or Financial Services. Highlight specific examples where you've successfully managed client relationships or contributed to marketing efforts.
✨Demonstrate Interpersonal Skills
Since this role requires strong interpersonal skills, practice how you can effectively communicate and build relationships. Be ready to share instances where you've worked collaboratively within a team or resolved client inquiries.
✨Research and Prepare
Conduct thorough research on The Carlyle Group and its fund offerings. Understand the competitive landscape and be ready to discuss how you can contribute to their marketing and fundraising efforts.
