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Private Wealth Summer Intern

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The Carlyle Group

Dec 28, 2023

Applications are closed

  • Internship
    Full-time
    Summer Internship
  • Banking & Finance
  • New York

Requirements

  • 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 2024 – 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

Responsibilities

  • The primary responsibility of the Summer Analyst will be to collaborate with the CPW team to successfully raise capital for Carlyle sponsored offerings and serve the needs of our existing and prospective investors. Summer Analysts will support the CPW 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 CPW 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 CPW business metrics and reports
  • Assist with other team projects and initiatives on an ad-hoc basis

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

Venture Capital & Private Equity
Industry
1001-5000
Employees
1987
Founded Year

Mission & Purpose

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.

Culture & Values

  • Strive to Excel

  • Deliver for the Firm

  • Challenge the Status Quo

  • Leverage Diverse Perspectives

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