Managing Director, Senior Product Specialist, Portfolio Finance / Credit Secondaries

Position Summary

Carlyle seeks to hire a Senior Product Specialist in our Carlyle AlpInvest Client Solutions Group. The Senior Product Specialist will be primarily responsible for owning product coverage of Carlyle AlpInvest's Strategic Portfolio Finance and Credit Secondaries strategies.

Responsibilities

• Develop, lead and oversee execution of full fundraising process from start to finish
• Set objectives for fundraising in coordination with Carlyle AlpInvest Business and CSG Leads
• Oversee project management across Investment Team, Fund Management, Legal/Compliance to successfully execute fund launch in optimal structure/offering for target investor base
• Lead introductory and ongoing investor dialogues, in collaboration with Relationship Managers
• Coordinate with Relationship Managers on roadshows with Investment Team
• Oversee tracking fundraising progress and investor statuses against objectives and reporting of status, with responsibility of articulating feedback to key stakeholders
• Incorporate LP feedback real-time into strategy presentation, product design, terms, etc.
• Senior day-to-day contact for both Relationship Managers and Investment team, managing key stakeholders' expectations, delivering feedback and making active recommendations on strategy, presentation delivery, messaging, etc.
• Develop and present value proposition of the product to investors; develop messaging of the strategy and oversee execution on all fundraising initiatives from launch to final close
• Make recommendations to senior leadership on terms, product timeline, mandate, strategy messaging, etc.
• Drive outcome / oversee execution on senior leadership guidance and decisions
• Oversee of investor diligence and closing process
• Manage onsite diligence meetings and related follow-up
• Primary Product Specialist contact for prospective investors to advance through closing process, leading investors through side letter and legal negotiations
• Build relationships with investors throughout diligence process
• Participate in global roadshows and lead meetings with existing and prospective investors
• Product Development:
• Work collectively, leading discussions with several different internal stakeholders to ensure successful launch of new potential business lines by leveraging market knowledge and LP preferences
• Socialization of new product, structure and strategy ideas with key stakeholders and senior leadership
• Coordinate fundraising and product strategies and provide regular updates to key senior stakeholders

Qualifications

• Bachelor's degree required
• Series 7 and 63 Professional Experience
• 10+ years of relevant experience in Investor Relations, preferably within a Product Specialist Role
• Credit or Secondary product strategy experience preferred, Private Credit a plus

Competencies & Attributes

• Excellent communication skills - both written and oral; role requires interaction with most senior professionals at the firm and key external stakeholders
• Sophisticated and tactful client managers - can effectively manage the LP lifecycle
• Resourceful and collaborative, works well with segment and investment teams
• Strong communicator - speaks well to the product
• Strategic sales mindset, able to identify opportunities for sophisticated sales
• Excellence role model and manager - can delegate, provide support and guidance to team

Benefits/Compensation

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 for this role is $300,000. 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.