Analyst, Product Specialist, AlpInvest Investor Relations
carlyle, New York, NY, United States
Analyst, Product Specialist, AlpInvest Investor Relations
Location:
New York/OVA
Line of Business:
Investor Relations
Job Function:
Investor Relations
Date:
Monday, March 16, 2026
Position Summary
Carlyle AlpInvest helps investors meet their objectives through tailored portfolio construction and rigorous investment selection. AlpInvest currently manages $102 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 over 200 employees based in New York, London, Amsterdam, Hong Kong and Tokyo. Fund or Department Description The Carlyle 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 AlpInvest seeks to hire three Analyst Product Specialists for our Investor Relations team, with each role aligned to a distinct strategy vertical across the platform: (i) Portfolio Finance and Credit Secondaries, (ii) Private Wealth strategies, and (iii) the Secondary platform. While each role will have a primary strategy focus, all Analysts will gain exposure to the full suite of Carlyle AlpInvest’s investment strategies, including Co-Investment, Secondaries, Portfolio Finance, Credit Secondaries, and Primary Investments. The Analyst supporting the Portfolio Finance and Credit Secondaries platform will focus on one of the firm’s newest and fastest-growing strategies, which represents a key pillar of growth across the firm. As a longstanding leader in structuring customized liquidity solutions for the private equity ecosystem, Carlyle AlpInvest delivers innovative credit and preferred equity capital solutions to private equity funds, general partners (GPs), and limited partners (LPs). The Analyst supporting Private Wealth strategies will play a key role in advancing the firm’s growing Private Wealth channel, while also contributing across AlpInvest’s broader product offerings. This role will help drive strategic initiatives across the segment and support engagement with Carlyle’s Global Wealth Sales professionals. The Analyst supporting the Secondaries platform will focus on a flagship strategy that recently raised $20bn in its latest fundraising cycle, supporting ongoing fundraising efforts across both Institutional and Private Wealth channels. Across all roles, Analysts will be primarily responsible for supporting product development, fundraising, and client service efforts globally across Institutional, Retail, and Insurance investor channels. The position will provide key support to Senior Product Specialists, including driving strategic initiatives, coordinating and responding to investor diligence requests, preparing bespoke analyses, and supporting marketing and fundraising materials. Analysts will also serve as internal product experts, partnering with sales teams and collaborating broadly across the firm. Over time, Analysts are expected to interact with both existing limited partners and prospective investors, while building deep expertise across AlpInvest’s strategies. Successful candidates will be self-starters capable of proactively identifying opportunities for process improvement, anticipating business and client needs, and prioritizing across multiple projects, all while consistently delivering high-quality work product in a deadline-driven, detail-oriented environment. The Product Specialist role at Carlyle AlpInvest sits at the nexus of the firm’s sales and investment teams, playing a critical role in executing fundraising initiatives and driving growth in overall AUM. Responsibilities
Carlyle AlpInvest Product Specialist support Drafting and positioning of marketing materials for AlpInvest funds and new product initiatives Preparation and updating of marketing/fundraising materials, due diligence request responses/presentations, RFIs and RFPs Support development of due diligence materials and legal documentation Help support syndication efforts of co-investment opportunities for financings Attend pipeline calls and investment committee meetings to stay current on investment opportunities Conduct market research and competitor analysis to support the development and strategic positioning of new and existing product lines Lead various diligence requests from investors, as well as ad hoc investor requests Handle on-going and ad hoc investor requests Maintenance of data room materials and investor access Maintenance of investor pipelines and diligence request trackers 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 CRM maintenance Investor Meetings & Events Assist with onsite investor meetings and conferences Act as a subject matter expert on AlpInvest’s investment strategies Develop an understanding of the existing assets and portfolios the firm is managing Stay current on the shifting market environment in which AlpInvest is actively investing Translate AlpInvest’s investment thesis and underwriting ethos into content suitable for a wide range of investor channels and varying levels of sophistication Serve as internal expert on AlpInvest products to support the global Sales team Qualifications
Education & Certificates Series 7 and 63 required or to be obtained within 90 days of commencement Professional Experience
Minimum of 1-3 years of experience required Preferred experience includes: investor relations or business development within financial services, investment banking, capital markets, asset management Excellent computer skills, including ability to learn and become the subject matter expert in the systems used to respond to investor and Senior Product Specialist requests Self-Starter, with the ability to work well under pressure Strong interpersonal skills Strong organizational skills and 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 Proven willingness to “live outside of the job spec” and contribute across the firm on an as needed basis Position-specific Technical Requirements
Advanced Microsoft Office (including Excel and PowerPoint) skills required CRM system including DealCloud is preferred Ability to quickly develop competency in manipulating various reporting platforms and systems to obtain usable LP data The compensation range for this role is specific to New York City 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 $105,000. 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. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance. Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group. Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $477 billion of assets under management, across 678 investment vehicles as of December 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 2,500 professionals operating in 27 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle’s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for 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 deep expertise across industries, markets, and geography. 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." Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.
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Carlyle AlpInvest helps investors meet their objectives through tailored portfolio construction and rigorous investment selection. AlpInvest currently manages $102 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 over 200 employees based in New York, London, Amsterdam, Hong Kong and Tokyo. Fund or Department Description The Carlyle 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 AlpInvest seeks to hire three Analyst Product Specialists for our Investor Relations team, with each role aligned to a distinct strategy vertical across the platform: (i) Portfolio Finance and Credit Secondaries, (ii) Private Wealth strategies, and (iii) the Secondary platform. While each role will have a primary strategy focus, all Analysts will gain exposure to the full suite of Carlyle AlpInvest’s investment strategies, including Co-Investment, Secondaries, Portfolio Finance, Credit Secondaries, and Primary Investments. The Analyst supporting the Portfolio Finance and Credit Secondaries platform will focus on one of the firm’s newest and fastest-growing strategies, which represents a key pillar of growth across the firm. As a longstanding leader in structuring customized liquidity solutions for the private equity ecosystem, Carlyle AlpInvest delivers innovative credit and preferred equity capital solutions to private equity funds, general partners (GPs), and limited partners (LPs). The Analyst supporting Private Wealth strategies will play a key role in advancing the firm’s growing Private Wealth channel, while also contributing across AlpInvest’s broader product offerings. This role will help drive strategic initiatives across the segment and support engagement with Carlyle’s Global Wealth Sales professionals. The Analyst supporting the Secondaries platform will focus on a flagship strategy that recently raised $20bn in its latest fundraising cycle, supporting ongoing fundraising efforts across both Institutional and Private Wealth channels. Across all roles, Analysts will be primarily responsible for supporting product development, fundraising, and client service efforts globally across Institutional, Retail, and Insurance investor channels. The position will provide key support to Senior Product Specialists, including driving strategic initiatives, coordinating and responding to investor diligence requests, preparing bespoke analyses, and supporting marketing and fundraising materials. Analysts will also serve as internal product experts, partnering with sales teams and collaborating broadly across the firm. Over time, Analysts are expected to interact with both existing limited partners and prospective investors, while building deep expertise across AlpInvest’s strategies. Successful candidates will be self-starters capable of proactively identifying opportunities for process improvement, anticipating business and client needs, and prioritizing across multiple projects, all while consistently delivering high-quality work product in a deadline-driven, detail-oriented environment. The Product Specialist role at Carlyle AlpInvest sits at the nexus of the firm’s sales and investment teams, playing a critical role in executing fundraising initiatives and driving growth in overall AUM. Responsibilities
Carlyle AlpInvest Product Specialist support Drafting and positioning of marketing materials for AlpInvest funds and new product initiatives Preparation and updating of marketing/fundraising materials, due diligence request responses/presentations, RFIs and RFPs Support development of due diligence materials and legal documentation Help support syndication efforts of co-investment opportunities for financings Attend pipeline calls and investment committee meetings to stay current on investment opportunities Conduct market research and competitor analysis to support the development and strategic positioning of new and existing product lines Lead various diligence requests from investors, as well as ad hoc investor requests Handle on-going and ad hoc investor requests Maintenance of data room materials and investor access Maintenance of investor pipelines and diligence request trackers 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 CRM maintenance Investor Meetings & Events Assist with onsite investor meetings and conferences Act as a subject matter expert on AlpInvest’s investment strategies Develop an understanding of the existing assets and portfolios the firm is managing Stay current on the shifting market environment in which AlpInvest is actively investing Translate AlpInvest’s investment thesis and underwriting ethos into content suitable for a wide range of investor channels and varying levels of sophistication Serve as internal expert on AlpInvest products to support the global Sales team Qualifications
Education & Certificates Series 7 and 63 required or to be obtained within 90 days of commencement Professional Experience
Minimum of 1-3 years of experience required Preferred experience includes: investor relations or business development within financial services, investment banking, capital markets, asset management Excellent computer skills, including ability to learn and become the subject matter expert in the systems used to respond to investor and Senior Product Specialist requests Self-Starter, with the ability to work well under pressure Strong interpersonal skills Strong organizational skills and 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 Proven willingness to “live outside of the job spec” and contribute across the firm on an as needed basis Position-specific Technical Requirements
Advanced Microsoft Office (including Excel and PowerPoint) skills required CRM system including DealCloud is preferred Ability to quickly develop competency in manipulating various reporting platforms and systems to obtain usable LP data The compensation range for this role is specific to New York City 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 $105,000. 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. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance. Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group. Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $477 billion of assets under management, across 678 investment vehicles as of December 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 2,500 professionals operating in 27 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle’s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for 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 deep expertise across industries, markets, and geography. 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." Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.
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