Meertec
Carlyle · 04 Nov 2026Recruiters
Associate, Product Specialist, Global Private Equity Client Solutions Group
Position SummaryThe Carlyle Group seeks to hire an Associate as a Product Specialist for Global Private Equity within the Client Solutions Group. The position will support Senior PE Product Specialists in strategically managing fundraise processes and handling investor requests across Carlyle’s growing US Buyout business. Periodic interaction with existing limited partners and potential investors is expected. This successful candidate must be able to prioritize multiple tasks, demonstrate attention to detail, and work under pressure in a deadline-oriented environment. Primary Responsibilities:Support entire fund lifecycle, including fundraising and ongoing investor relationsDevelop deep product knowledge and expertiseCreate and maintain marketing and diligence materials, including presentations, investor updates, data room contents, and thought-leadership contentPrepare and manage existing and prospective client requests, including RFPs, DDQs, and other due diligence requestsMaintain strategic internal documents, including investor pipelines and dashboards to track toward fundraising progress and goals, talking points and performance summaries, sales collateral, etc.Support the strategy and coordination for client meetings and events, global roadshows, webinar events, and investor conferencesSource and analyze market and industry research related to fundraising, including preparing analysis of the competitive landscapeUtilize technical skills to prepare bespoke, data-driven fundraising and investor analysesPartner with key stakeholders (such as professionals across Investor Relations, Investment Teams, Corporate Affairs, Fund Management, Legal, Compliance) to promote engagement and alignment across the business to execute on the fundraising strategy and achieve positive client experienceSupport Carlyle’s Compliance objectives by liaising with the Legal and Compliance DepartmentComplete special projects as neededRequirements Education & CertificatesBachelor’s degree requiredSeries 7 and 63 required or to be obtained within 90 days of commencementProfessional ExperienceMinimum of 6 years of experience requiredPreferred Experience includes: Investor relations or business development at a private equity investment firm; investment banking/capital markets/asset management roleA strong understanding of financial markets and/or experience with Private Equity Experience at an alternative investment firm, an alternative investment placement firm, an investment bank or a consultant is requiredCompetencies & Attributes Team player, with demonstrated ability to work effectively as part of a team and foster a positive team dynamicClient-centric mindset, desire to deliver excellent experience for our existing and prospective investorsIntellectual curiosity, demonstrating interest in alternatives / private equity and ongoing learningExcellent technical skills, including desire to learn and become the subject matter expert in the systems used to respond to investor requestsSelf-starter and creative thinker; takes initiative and actively engages in projects and team efforts, bringing energy, excitement, and an innovative approach to engineer processes for efficiencyStrong interpersonal skillsExceptional organizational skills and attention to detailExcellent written and oral communication skillsFlexibility to handle multiple tasks and changing priorities in fast-paced environment; resilient and able to work well under pressureAdvanced Microsoft Office (including Excel and PowerPoint) skills requiredThoughtful approach to risk managementAbility to quickly develop competency in manipulating various reporting platforms and systems to obtain usable LP dataAbility to leverage AI technologies to streamline operations, enhance decision-making, and drive execution of key responsibilities with greater efficiency and impact. While AI is a powerful enabler, it does not replace strategic thinking; human insight and judgment will remain essentia
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