The Carlyle Group
Analyst, Product Specialist, Global Credit
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Position Summary
The Carlyle Group seeks to hire an Analyst as a Product Specialist within the Client Solutions Group Credit team. The position will support Senior Credit Product Specialists in managing fundraise processes and handling investor requests. Select interaction with existing limited partners and potential investors is expected. This successful candidate must be able to prioritize multiple tasks and work under pressure in a deadline-oriented environment.
Primary Responsibilities
- Fundraising support
- High involvement in the drafting of marketing materials for various private credit funds
- Support development of due diligence materials and legal documentation
- Completion of request for proposals and due diligence questionnaires
- Support ongoing and ad-hoc investor requests
- Work on case studies and portfolio updates with the investment teams
- Market research from Preqin and other sources
- Maintenance of data room materials and investor access
- Maintenance of investor pipelines and diligence request trackers
- Work with Credit Sales team on roadshow calendars, diligence sessions and meeting support
- Liaise with Fund Management to produce data requests and reporting materials
- Maintenance of fund level / portfolio level talking points
- Work on various ad-hoc internal and external presentations
- CRM Maintenance
- Maintain fundraise trackers on DealCloud
- Monitor data room access process
- Assist in DealCloud coordination of large scale-diligence events
- Ad hoc report requests (e.g. pulling list of investors for a specific fund etc.)
- Investor Meetings and Events
- Assist with onsite investor meetings and conferences by:
- Coordinating with the Credit Sales, Credit Product and investment teams to schedule road shows with investors
- Preparing meeting agenda and presentation materials and organizing prep sessions
- Develop and maintain professional relationships with Sales, Fund Management, Legal and Compliance
- Assist with onsite investor meetings and conferences by:
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Requirements
Education & Certificates
- Bachelor’s degree required
- Strong track record of academic excellence
Professional Experience
- Preferred Experience includes: Investor relations or business development at a private credit investment firm; investment banking/capital markets/asset management/placement agent role
- A strong understanding of financial markets and experience with credit strategies
- Excellent computer skills, including ability to learn and become the subject matter expert in the systems used to respond to investor and Senior Credit Product Specialist requests
- Self-Starter, with the ability to work well under pressure
- Strong interpersonal skills
- Strong organizational skills and detail oriented; 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
Competencies & Attributes
- 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
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Company Profile
The Carlyle Group (NASDAQ: CG) is a global investment firm with $475 billion of assets under management, across 678 investment vehicles as of March 31, 2026. 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 28 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 geographies.
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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