Senior Analyst, Product Development, Carlyle Private Wealth
Carlyle Investment Management, LLC

Position Summary

Position Summary

Carlyle's Global Wealth team packages and delivers the full breadth of Carlyle's product capability to the intermediary channel and their clients and provides ongoing product support, as well as education and training around alternatives. As a Senior Analyst on the Product Development team, you will play a crucial role in assisting senior team members throughout the product development lifecycle, and in doing so will work closely with multiple teams across Carlyle. You will contribute to the creation of innovative products that bring Carlyle's broad investment capabilities to the global wealth market.

Responsibilities

Primary Responsibilities

• Collaborate with senior team members in the design, development, and launch of new products in the global wealth channel.
• Participate in cross-functional team meetings to discuss project progress and align on priorities.
• Maintain documentation of project plans, milestones, and deliverables across various workstreams to help drive stakeholder alignment. Communicate project updates and outcomes effectively within the team.
• Conduct market research and analysis to understand customer needs, industry trends, and competitor offerings. Prepare presentations and reports to communicate findings to the team.
• Assist in developing and maintaining presentations representing the Carlyle global wealth product suite.

Qualifications

Requirements
Education & Certificates

• Bachelor's degree required
• Series 7 and 63 preferred

Professional Experience

• 2-3 years' experience in the asset management industry

• Project management experience preferred

Competencies & Attributes

• Strong written and verbal communication skills
• Strong organizational and project management skills, including high attention to detail
• Ability to work productively and efficiently in a fast-paced environment with multiple projects and deadlines
• Ability to work effectively in a team-oriented environment.
• Ownership mentality for work product
• Eagerness to learn and grow in the field of product development.

Benefits/Compensation

The compensation range for this role is specific to New York 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 $125,000.

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 Carlyle.

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $425 billion of assets under management and more than half of the AUM managed by women, across 595 investment vehicles as of March 31, 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 28 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 know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.

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