At a Glance
- Tasks: Support investor relations by preparing presentations, managing inquiries, and coordinating with teams.
- Company: Join Carlyle, a leading global investment firm with a focus on innovation and inclusion.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make an impact in private equity and engage with top-tier investors.
- Qualifications: Degree in finance or analytical field; 2-5 years of relevant experience preferred.
- Other info: Opportunity for growth in a fast-paced, collaborative team.
The predicted salary is between 36000 - 60000 £ per year.
Carlyle seeks to hire a Product Specialist - Associate within Carlyle AlpInvest's Investor Relations Team. The Associate will work across product lines including Secondary, Co‑Investment, NAV Finance, and Primary Investments, supporting efforts in both the Institutional and Private Wealth channels.
Responsibilities
- Prepare client update presentations and investment plans, and update marketing and fundraising materials, including due‑diligence responses, RFIs, and RFPs.
- Support in the day‑to‑day management of investor inquiries and coordination of multi‑stakeholder responses.
- Assist with the development of product messaging and value propositions for fundraising initiatives.
- Support cross‑functional coordination with investment, legal, tax, reporting, operations, and sales teams to respond to investor requests.
- Manage portions of the investor due diligence process, including data room preparation, follow‑up coordination, and diligence trackers.
- Maintain investor pipelines, diligence trackers, and CRM data to ensure accuracy and timely updates.
- Utilize CRM systems and reporting platforms to extract, analyze, and synthesize LP data.
The Associate will take on meaningful ownership of workstreams, including managing complex investor requests, coordinating diligence processes, contributing to product messaging, and supporting fundraising execution. The role includes regular interaction with limited partners and internal stakeholders, requiring strong analytical, communication, and project management skills. The successful candidate must be able to build expertise in the strategies in which Carlyle AlpInvest operates, manage multiple priorities independently, and perform effectively in a deadline‑driven environment.
Qualifications
Education
- University degree in an analytical subject (e.g., Finance, Economics, Econometrics or Engineering) with above‑average results.
Professional Experience
- 2‑5 years of relevant experience in investment banking, private equity, management consulting, asset management, international law firms, or comparable blue‑chip environments.
- Private equity, secondaries, co‑investments, or structured finance exposure preferred.
Competencies & Attributes
- Fluent in English; additional languages a plus.
- Strong ability to interpret quantitative data, financial models, and legal/operational documents.
- Capable of managing complex workstreams with limited supervision.
- Excellent written and verbal communication skills, tailored to professional investor audiences.
- Demonstrated initiative, ownership mentality, and ability to work in a fast‑paced environment.
- High level of energy and enthusiasm for private equity, investor relations, and client engagement.
Position‑specific Technical Requirements
- Advanced Microsoft Excel and PowerPoint skills required.
- Experience with CRM systems (DealCloud preferred).
- Ability to quickly build proficiency in various reporting platforms and extract actionable insights from LP data.
Associate, Product Specialist, AlpInvest Investor Relations in City of Westminster employer: Carlyle Group
Contact Detail:
Carlyle Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Product Specialist, AlpInvest Investor Relations in City of Westminster
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Carlyle or in similar roles. A friendly chat can give us insider info and maybe even a referral.
✨Tip Number 2
Prepare for the interview by knowing your stuff. Dive deep into Carlyle's investment strategies and recent news. We want to show that we’re not just interested, but genuinely passionate about what they do.
✨Tip Number 3
Practice makes perfect! Get a friend to do mock interviews with us. This helps us articulate our thoughts clearly and boosts our confidence when it’s time to shine.
✨Tip Number 4
Don’t forget to follow up! After the interview, shoot a thank-you email to express our appreciation. It keeps us on their radar and shows our enthusiasm for the role.
We think you need these skills to ace Associate, Product Specialist, AlpInvest Investor Relations in City of Westminster
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your relevant experience in investment banking or private equity. We want to see how your skills align with the role, so don’t hold back on showcasing your analytical prowess!
Showcase Your Communication Skills: Since this role involves a lot of interaction with investors and stakeholders, it’s crucial to demonstrate your written communication skills. Use clear, concise language in your application to reflect how you’d communicate in the role.
Highlight Your Initiative: We love candidates who take ownership! Share examples from your past experiences where you’ve managed complex projects or taken the lead on initiatives. This will show us that you’re proactive and ready to tackle challenges head-on.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Carlyle Group
✨Know Your Numbers
As an Associate in Investor Relations, you'll need to be comfortable with quantitative data. Brush up on your financial models and be ready to discuss how you've interpreted data in past roles. This will show that you can handle the analytical demands of the position.
✨Tailor Your Communication
Since you'll be interacting with various stakeholders, practice articulating complex ideas clearly and concisely. Prepare examples of how you've successfully communicated with investors or clients in the past, as this will demonstrate your ability to engage professionally with different audiences.
✨Showcase Your Project Management Skills
The role requires managing multiple priorities, so come prepared with examples of how you've effectively juggled tasks in a fast-paced environment. Highlight any tools or methodologies you've used to keep projects on track, especially if they relate to investor relations or fundraising.
✨Familiarise Yourself with Carlyle's Strategies
Do your homework on Carlyle AlpInvest and its investment strategies. Understanding their approach to private equity, secondaries, and co-investments will not only impress your interviewers but also help you articulate how you can contribute to their goals.