Primary Responsibilities:
Responsibilities include:

• Fundraising support
  • High involvement in the drafting of marketing materials for various private credit funds
  • Support development of due diligence materials and legal documentation
  • 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

The Carlyle Group (NASDAQ: CG) is a global investment firm with $325 billion of assets under management and more than half of the AUM managed by women, across 498 investment vehicles as of March 31, 2022. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with nearly 1,900 professionals operating in 26 offices in North America, South 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. As our Chief Executive Officer, Kewsong Lee, stated, “We seek to attract individuals from a broad set of backgrounds and experiences because we know that diverse teams ask better questions and inclusive teams find better answers. Our diverse and inclusive community makes us better partners and ultimately, helps us to build better.”

2500BR

Finance