2025 Global Wealth Summer Analyst
Carlyle Investment Management, LLC

Position Summary

Our Summer Analyst Program is a ten-week paid internship in our Carlyle Global Wealth ("CGW") Investor Relations segment, in our New York Office. Carlyle Global Wealth offers Summer Analysts the chance to become an active part of a team-oriented environment, fully engaged in the team's day-to-day activities. The Summer Analysts will work with Sales, Operations and Structuring teams, focusing on raising capital, identifying new opportunities, and providing sales support. Additionally, Summer Analysts will have the opportunity to engage with professionals across Carlyle and Investor Relations with weekly lunch and learns, senior leader mentorship, and other developmental opportunities.

Responsibilities

The primary responsibility of the Summer Analyst will be to collaborate with the CGW team to successfully raise capital for Carlyle sponsored offerings and serve the needs of our existing and prospective investors. Summer Analysts will support the CGW team in tasks such as identifying new relationships, creating sales reports, and researching the competitive landscape. Specific sample projects and responsibilities include:

• Understand, analyze, and synthesize qualitative and quantitative information about wealth management, family office and high net worth investors
• Periodically create and update bespoke marketing materials, quarterly presentations and reporting materials.
• Provide ongoing support and remain heavily involved when investors are conducting due diligence on Carlyle funds
• Assist CGW professionals as they work closely with investment professionals and deal teams to understand the current portfolio, deal pipeline, and overall market dynamics
• Work closely with National Accounts and Product Development teams on client requests (related to both capital raising, diligence and one-off servicing requests), client presentations, sales territory management, and CRM database management
• Aid in the development and maintenance of CGW business metrics and reports
• Assist with other team projects and initiatives on an ad-hoc basis

Qualifications

Education & Certificates

• To be eligible for the Carlyle Summer Internship Program, students must be enrolled in a 4-year undergraduate university with the intended graduation date of Fall 2025 - Spring 2026
• Preferred GPA of 3.5+

Professional Experience

• Prior internship(s) in financial services recommended

Competencies & Attributes

• Highly ethical
• Team-oriented, with consistent drive to maximize value-add
• Strong analytical skills
• Proven ability to manage demands of multiple teams and projects in a fast-paced work environment
• Quick learner with clear intellectual curiosity and self-motivation
• Outstanding oral and written communication skills
• Strong organization skills with an emphasis on attention to detail
• Technical and aesthetic mastery of PowerPoint and Excel
• Highly adaptable, with flexibility on depth and breadth of role and responsibilities

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 monthly rate for this role is $7,000-$7,500 dependent on graduating class.

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 $435 billion of assets under management and more than half of the AUM managed by women, across 606 investment vehicles as of June 30, 2024. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,200 professionals operating in 29 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its 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 Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.

At Carlyle, we value diversity as a key driver of 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." Our aim is to cultivate a community where insights are continually exchanged and different perspectives are embraced. We recognize that diverse teams perform better and we are dedicated to leveraging diversity as a competitive advantage at Carlyle.

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