Large

Strive to Excel

Deliver for the Firm

Challenge the Status Quo

Leverage Diverse Perspectives

Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit and Global Investment Solutions. With $381 billion of assets under management as of March 31, 2023, Carlyle’s purpose is to invest wisely and create value on behalf of its investors, portfolio companies and the communities in which we live and invest. Carlyle employs more than 2,200 people in 29 offices across five continents. 

Venture Capital & Private Equity

The Carlyle Group

Carlyle is a global investment firm with $373 billion of assets under management.

You need 6+ years in finance, strong modeling skills, experience managing fund economics, excellent communication, a collaborative spirit, and a bachelor's degree.

You will manage portfolio analytics, enhance fund models, collaborate on investment strategies, support client communications, conduct competitor analysis, mentor team members, and refine business models.

Business, Operations & Strategy

Banking & Finance

New York

Position Summary: The Vice President will play a critical leadership role within Carlyle's Global Private Equity (GPE) group, supporting the continued build-out and strategic expansion of the Carlyle Private Equity Partners (CPEP) platform-a global evergreen private equity strategy targeting retail investors. This individual will drive investment diligence, portfolio construction, cross-functional coordination, Carlyle balance sheet structuring considerations, fundraising / marketing, and team development efforts. The ideal candidate will bring strong analytical rigor, sound judgment, and a track record of execution in private equity or a related investment environment. Responsibilities: * Manage and refine the portfolio analytics framework to track performance across individual investments, integrating insights from internal and external sources. * Oversee and enhance the fund-level CPEP model, sensitivities, liquidity management, and scenario analyses, ensuring strategic insights and decision support for senior leadership. * Partner with Carlyle's Global Research & Investment Strategy team to shape multi-asset portfolio positioning and macro-driven investment theses. * Collaborate to devise best practices with structuring, balance sheet, and other considerations to optimize investor performance * Work collaboratively with existing CPEP team on product formation, US and International fund launches and structuring efforts to create new business at Carlyle * Serve as a key liaison with the investor relations and product strategy teams to support client communications, marketing efforts, and fundraising initiatives with data-driven content. * Maintain in-depth competitor analysis (e.g., BXPE, KKR Prime, Apollo AAA Series) and recommend enhancements to strengthen CPEP's competitive positioning globally. * Mentor and manage junior team members, fostering development and supporting a high-performing team culture. * Support strategic planning, operational scale-up, and ongoing refinement of the CPEP business model in collaboration with senior leadership. Qualifications: * 6+ years of experience in portfolio management, multi-asset risk management, private equity, investment banking, asset management, or a related financial services environment * Strong modeling, analytical, and problem-solving skills, with experience managing fund-level economics and portfolio reporting * Demonstrated ability to lead deal processes, coordinate across functional teams, and influence outcomes * Excellent communication skills, with the ability to articulate complex ideas to both technical and non-technical audiences * Entrepreneurial mindset with a strong sense of ownership, attention to detail, and comfort operating in a fast-paced, evolving environment * Collaborative and team-oriented with experience mentoring junior professionals * Bachelor's degree required 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 for this role is $250,000. 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 Profile: The Carlyle Group (NASDAQ: CG) is a global investment firm with $441 billion of assets under management and more than half of the AUM managed by women, across 636 investment vehicles as of December 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 2,300 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 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." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.

Position Summary:The Vice President will play a critical leadership role within Carlyle's Global Private Equity (GPE) group, supporting the continued build-out and strategic expansion of the Carlyle Private Equity Partners (CPEP) platform-a global evergreen private equity strategy targeting retail investors. This individual will drive investment diligence, portfolio construction, cross-functional coordination, Carlyle balance sheet structuring considerations, fundraising / marketing, and team development efforts. The ideal candidate will bring strong analytical rigor, sound judgment, and a track record of execution in private equity or a related investment environment.Responsibilities: * Manage and refine the portfolio analytics framework to track performance across individual investments, integrating insights from internal and external sources. * Oversee and enhance the fund-level CPEP model, sensitivities, liquidity management, and scenario analyses, ensuring strategic insights and decision support for senior leadership. * Partner with Carlyle's Global Research & Investment Strategy team to shape multi-asset portfolio positioning and macro-driven investment theses. * Collaborate to devise best practices with structuring, balance sheet, and other considerations to optimize investor performance * Work collaboratively with existing CPEP team on product formation, US and International fund launches and structuring efforts to create new business at Carlyle * Serve as a key liaison with the investor relations and product strategy teams to support client communications, marketing efforts, and fundraising initiatives with data-driven content. * Maintain in-depth competitor analysis (e.g., BXPE, KKR Prime, Apollo AAA Series) and recommend enhancements to strengthen CPEP's competitive positioning globally. * Mentor and manage junior team members, fostering development and supporting a high-performing team culture. * Support strategic planning, operational scale-up, and ongoing refinement of the CPEP business model in collaboration with senior leadership.Qualifications: * 6+ years of experience in portfolio management, multi-asset risk management, private equity, investment banking, asset management, or a related financial services environment * Strong modeling, analytical, and problem-solving skills, with experience managing fund-level economics and portfolio reporting * Demonstrated ability to lead deal processes, coordinate across functional teams, and influence outcomes * Excellent communication skills, with the ability to articulate complex ideas to both technical and non-technical audiences * Entrepreneurial mindset with a strong sense of ownership, attention to detail, and comfort operating in a fast-paced, evolving environment * Collaborative and team-oriented with experience mentoring junior professionals * Bachelor's degree requiredBenefits/CompensationThe 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 for this role is $250,000.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 Profile:The Carlyle Group (NASDAQ: CG) is a global investment firm with $441 billion of assets under management and more than half of the AUM managed by women, across 636 investment vehicles as of December 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 2,300 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 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." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.

VP, Portfolio Analytics, Carlyle Private Equity Partners - The Carlyle Group

&lt;p&gt;&lt;strong&gt;Position Summary:&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;The Vice President will play a critical leadership role within Carlyle's Global Private Equity (GPE) group, supporting the continued build-out and strategic expansion of the Carlyle Private Equity Partners (CPEP) platform-a global evergreen private equity strategy targeting retail investors. This individual will drive investment diligence, portfolio construction, cross-functional coordination, Carlyle balance sheet structuring considerations, fundraising / marketing, and team development efforts. The ideal candidate will bring strong analytical rigor, sound judgment, and a track record of execution in private equity or a related investment environment.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Responsibilities:&lt;/strong&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Manage and refine the portfolio analytics framework to track performance across individual investments, integrating insights from internal and external sources.&lt;/li&gt;&lt;li&gt;Oversee and enhance the fund-level CPEP model, sensitivities, liquidity management, and scenario analyses, ensuring strategic insights and decision support for senior leadership.&lt;/li&gt;&lt;li&gt;Partner with Carlyle's Global Research &amp;amp; Investment Strategy team to shape multi-asset portfolio positioning and macro-driven investment theses.&lt;/li&gt;&lt;li&gt;Collaborate to devise best practices with structuring, balance sheet, and other considerations to optimize investor performance&lt;/li&gt;&lt;li&gt;Work collaboratively with existing CPEP team on product formation, US and International fund launches and structuring efforts to create new business at Carlyle&lt;/li&gt;&lt;li&gt;Serve as a key liaison with the investor relations and product strategy teams to support client communications, marketing efforts, and fundraising initiatives with data-driven content.&lt;/li&gt;&lt;li&gt;Maintain in-depth competitor analysis (e.g., BXPE, KKR Prime, Apollo AAA Series) and recommend enhancements to strengthen CPEP's competitive positioning globally.&lt;/li&gt;&lt;li&gt;Mentor and manage junior team members, fostering development and supporting a high-performing team culture.&lt;/li&gt;&lt;li&gt;Support strategic planning, operational scale-up, and ongoing refinement of the CPEP business model in collaboration with senior leadership.&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Qualifications:&lt;/strong&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;6+ years of experience in portfolio management, multi-asset risk management, private equity, investment banking, asset management, or a related financial services environment&lt;/li&gt;&lt;li&gt;Strong modeling, analytical, and problem-solving skills, with experience managing fund-level economics and portfolio reporting&lt;/li&gt;&lt;li&gt;Demonstrated ability to lead deal processes, coordinate across functional teams, and influence outcomes&lt;/li&gt;&lt;li&gt;Excellent communication skills, with the ability to articulate complex ideas to both technical and non-technical audiences&lt;/li&gt;&lt;li&gt;Entrepreneurial mindset with a strong sense of ownership, attention to detail, and comfort operating in a fast-paced, evolving environment&lt;/li&gt;&lt;li&gt;Collaborative and team-oriented with experience mentoring junior professionals&lt;/li&gt;&lt;li&gt;Bachelor's degree required&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Benefits/Compensation&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;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.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;The anticipated base salary for this role is $250,000. &lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;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.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle. &lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Company Profile:&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;The Carlyle Group (NASDAQ: CG) is a global investment firm with $441 billion of assets under management and more than half of the AUM managed by women, across 636 investment vehicles as of December 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 2,300 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 &amp;amp; government services, consumer &amp;amp; retail, energy, financial services, healthcare, industrial, real estate, technology &amp;amp; business services, telecommunications &amp;amp; media and transportation.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;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." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.&lt;/p&gt;

VP, Portfolio Analytics, Carlyle Private Equity Partners

You need a Bachelor's, Series 7 & 63 licenses, 8+ years in Financial Services, strong client relations, CRM proficiency, travel willingness, and excellent interpersonal skills.

You will build and strengthen investor relationships, execute business plans, conduct meetings, capture sales data, manage resources, and collaborate with teams to enhance client engagement.

Customer Relations

Sales & Business Development

Toronto

Vaughan

Markham

Richmond Hill

Mississauga

Burlington

Oakville

Etobicoke

Brampton

Guelph

Kitchener

Waterloo

Whitby

Ajax

Oshawa

Milton

East Gwillimbury

Hamilton

Company Profile The Carlyle Group (NASDAQ: CG) is a global investment firm with $447 billion of assets under management and more than half of the AUM managed by women, across 612 investment vehicles as of September 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 2,300 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. Position Summary The Carlyle Group seeks hire a Client Relationship Manager (CRM) to focus on the distribution of Carlyle's offerings to institutional investors throughout Canada. The position will have daily external client-building and relationship management responsibilities which include working with a range of institutional investors. The ongoing internal/external client-relationship management responsibilities include, but are not limited to, marketing Carlyle's Global Private Equity, Real Assets, Global Credit and Investment Solutions funds, facilitating regular client interactions, portfolio updates and ad hoc client projects. Additionally, the CRM will also design marketing plans, customized investor presentations, account proposals, and other investor deliverables as necessary. This position will also require evaluating new business opportunities including financial analysis, competitive benchmarking, and qualitative considerations. The successful candidate will be self-directed and able to prioritize multiple workstreams in a fast-paced environment. Candidates should have existing relationships with the investor community and have previous experience with Private Equity, Real Assets, and/or Credit strategies. Primary Responsibilities * Building, cultivating and strengthening relationships with institutional investors throughout Canada and securing capital commitments to Carlyle strategies. * Developing and executing Business Plans to engage existing and new relationships in the region. * Proactively seek and support the development of new initiatives with target firms to enhance Carlyle's success and market presence. * Conduct one-on-one meetings, group presentations and client meetings/events. * Remain abreast of industry/market trends and developments while maintaining sound working knowledge of Carlyle's products and services. * Capture all activity and sales-related data in CRM system (DealCloud). * Effectively manage firm resources, which involve travel expenses, and entertainment budget. * Work in partnership with senior Investor Relations professional in Canada to synergize client service efforts in the region. * Collaborate with colleagues across Investor Relations, Fund Management, Legal & Compliance as well as the investment teams to ensure full coordination and implement best practices and lessons learned from prior initiatives. * Focus on establishing relationships with new investors and deliver the firm to them. Requirements Education & Certificates * Relevant Series licenses (7, 63) * Bachelor's degree is required. Professional Experience * Minimum of 8 years' experience in Financial Services, with a majority of those years servicing investors in a sales, fundraising and/or business development capacity. * Demonstrated track record of exceeding performance expectations. * Existing knowledge of and relationships with relevant investor community. * A strong understanding of financial markets and experience with Alternative Asset Management strategies. * Strong proficiency in CRM software, DealCloud is preferred. * Advanced Microsoft Office (including Excel and PowerPoint) skills required. * Demonstrated ability to work effectively both independently and as part of a team. Competencies & Attributes * Willingness to travel frequently. * Ability to successfully navigate in an environment where projects and tasks do not have a clear path to completion and innovation is required to accommodate all stakeholders' preferences. * High level of comfort with decision-making. * Work well in a deadline-driven, results-oriented environment. * Easily transition between high-level and more detailed projects. * Strong written and interpersonal skills * Strong organizational and detail-orientation skills. Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.

Company ProfileThe Carlyle Group (NASDAQ: CG) is a global investment firm with $447 billion of assets under management and more than half of the AUM managed by women, across 612 investment vehicles as of September 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 2,300 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.Position SummaryThe Carlyle Group seeks hire a Client Relationship Manager (CRM) to focus on the distribution of Carlyle's offerings to institutional investors throughout Canada. The position will have daily external client-building and relationship management responsibilities which include working with a range of institutional investors. The ongoing internal/external client-relationship management responsibilities include, but are not limited to, marketing Carlyle's Global Private Equity, Real Assets, Global Credit and Investment Solutions funds, facilitating regular client interactions, portfolio updates and ad hoc client projects. Additionally, the CRM will also design marketing plans, customized investor presentations, account proposals, and other investor deliverables as necessary. This position will also require evaluating new business opportunities including financial analysis, competitive benchmarking, and qualitative considerations.The successful candidate will be self-directed and able to prioritize multiple workstreams in a fast-paced environment. Candidates should have existing relationships with the investor community and have previous experience with Private Equity, Real Assets, and/or Credit strategies.Primary Responsibilities * Building, cultivating and strengthening relationships with institutional investors throughout Canada and securing capital commitments to Carlyle strategies. * Developing and executing Business Plans to engage existing and new relationships in the region. * Proactively seek and support the development of new initiatives with target firms to enhance Carlyle's success and market presence. * Conduct one-on-one meetings, group presentations and client meetings/events. * Remain abreast of industry/market trends and developments while maintaining sound working knowledge of Carlyle's products and services. * Capture all activity and sales-related data in CRM system (DealCloud). * Effectively manage firm resources, which involve travel expenses, and entertainment budget. * Work in partnership with senior Investor Relations professional in Canada to synergize client service efforts in the region. * Collaborate with colleagues across Investor Relations, Fund Management, Legal & Compliance as well as the investment teams to ensure full coordination and implement best practices and lessons learned from prior initiatives. * Focus on establishing relationships with new investors and deliver the firm to them.RequirementsEducation & Certificates * Relevant Series licenses (7, 63) * Bachelor's degree is required.Professional Experience * Minimum of 8 years' experience in Financial Services, with a majority of those years servicing investors in a sales, fundraising and/or business development capacity. * Demonstrated track record of exceeding performance expectations. * Existing knowledge of and relationships with relevant investor community. * A strong understanding of financial markets and experience with Alternative Asset Management strategies. * Strong proficiency in CRM software, DealCloud is preferred. * Advanced Microsoft Office (including Excel and PowerPoint) skills required. * Demonstrated ability to work effectively both independently and as part of a team.Competencies & Attributes * Willingness to travel frequently. * Ability to successfully navigate in an environment where projects and tasks do not have a clear path to completion and innovation is required to accommodate all stakeholders' preferences. * High level of comfort with decision-making. * Work well in a deadline-driven, results-oriented environment. * Easily transition between high-level and more detailed projects. * Strong written and interpersonal skills * Strong organizational and detail-orientation skills.Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.

Vice President, Client Relationship Manager (Canada Coverage) - The Carlyle Group

&lt;p&gt;&lt;strong&gt;Company Profile &lt;/strong&gt;&lt;/p&gt;&lt;p&gt;The Carlyle Group (NASDAQ: CG) is a global investment firm with $447 billion of assets under management and more than half of the AUM managed by women, across 612 investment vehicles as of September 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 2,300 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 &amp;amp; government services, consumer &amp;amp; retail, energy, financial services, healthcare, industrial, real estate, technology &amp;amp; business services, telecommunications &amp;amp; media and transportation.&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;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.&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Position Summary&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;The Carlyle Group seeks hire a Client Relationship Manager (CRM) to focus on the distribution of Carlyle's offerings to institutional investors throughout Canada. The position will have daily external client-building and relationship management responsibilities which include working with a range of institutional investors. The ongoing internal/external client-relationship management responsibilities include, but are not limited to, marketing Carlyle's Global Private Equity, Real Assets, Global Credit and Investment Solutions funds, facilitating regular client interactions, portfolio updates and ad hoc client projects. Additionally, the CRM will also design marketing plans, customized investor presentations, account proposals, and other investor deliverables as necessary. This position will also require evaluating new business opportunities including financial analysis, competitive benchmarking, and qualitative considerations. &lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;The successful candidate will be self-directed and able to prioritize multiple workstreams in a fast-paced environment. Candidates should have existing relationships with the investor community and have previous experience with Private Equity, Real Assets, and/or Credit strategies.&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Primary Responsibilities &lt;/strong&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Building, cultivating and strengthening relationships with institutional investors throughout Canada and securing capital commitments to Carlyle strategies.&lt;/li&gt;&lt;li&gt;Developing and executing Business Plans to engage existing and new relationships in the region.&lt;/li&gt;&lt;li&gt;Proactively seek and support the development of new initiatives with target firms to enhance Carlyle's success and market presence.&lt;/li&gt;&lt;li&gt;Conduct one-on-one meetings, group presentations and client meetings/events.&lt;/li&gt;&lt;li&gt;Remain abreast of industry/market trends and developments while maintaining sound working knowledge of Carlyle's products and services.&lt;/li&gt;&lt;li&gt;Capture all activity and sales-related data in CRM system (DealCloud).&lt;/li&gt;&lt;li&gt;Effectively manage firm resources, which involve travel expenses, and entertainment budget.&lt;/li&gt;&lt;/ul&gt;&lt;ul&gt;&lt;li&gt;Work in partnership with senior Investor Relations professional in Canada to synergize client service efforts in the region.&lt;/li&gt;&lt;li&gt;Collaborate with colleagues across Investor Relations, Fund Management, Legal &amp;amp; Compliance as well as the investment teams to ensure full coordination and implement best practices and lessons learned from prior initiatives.&lt;/li&gt;&lt;li&gt;Focus on establishing relationships with new investors and deliver the firm to them.&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;strong&gt; &lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Requirements &lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Education &amp;amp; Certificates&lt;/strong&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Relevant Series licenses (7, 63)&lt;/li&gt;&lt;li&gt;Bachelor's degree is required.&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;strong&gt; &lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Professional Experience&lt;/strong&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Minimum of 8 years' experience in Financial Services, with a majority of those years servicing investors in a sales, fundraising and/or business development capacity.&lt;/li&gt;&lt;li&gt;Demonstrated track record of exceeding performance expectations.&lt;/li&gt;&lt;li&gt;Existing knowledge of and relationships with relevant investor community.&lt;/li&gt;&lt;li&gt;A strong understanding of financial markets and experience with Alternative Asset Management strategies.&lt;/li&gt;&lt;li&gt;Strong proficiency in CRM software, DealCloud is preferred.&lt;/li&gt;&lt;li&gt;Advanced Microsoft Office (including Excel and PowerPoint) skills required.&lt;/li&gt;&lt;li&gt;Demonstrated ability to work effectively both independently and as part of a team.&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;strong&gt; &lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Competencies &amp;amp; Attributes&lt;/strong&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Willingness to travel frequently.&lt;/li&gt;&lt;li&gt;Ability to successfully navigate in an environment where projects and tasks do not have a clear path to completion and innovation is required to accommodate all stakeholders' preferences.&lt;/li&gt;&lt;li&gt;High level of comfort with decision-making.&lt;/li&gt;&lt;li&gt;Work well in a deadline-driven, results-oriented environment.&lt;/li&gt;&lt;li&gt;Easily transition between high-level and more detailed projects.&lt;/li&gt;&lt;li&gt;Strong written and interpersonal skills&lt;/li&gt;&lt;li&gt;Strong organizational and detail-orientation skills.&lt;/li&gt;&lt;/ul&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.&lt;/p&gt;

The Carlyle Group

Mission

Culture & values

Strive to Excel

Deliver for the Firm

Challenge the Status Quo

Leverage Diverse Perspectives

Techstars

Adams Street Partners

Nova Founders Capital

Antler

Impact Fundry

Verdane

Balyasny Asset Management L.P.

Nauta Capital

Neuberger Berman

Atomico