Product SpecialistCarlyle Group • New York, NY, US
Product Specialist
Carlyle Group • New York, NY, US
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job_description.job_card.job_descriptionMaintain 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.) 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
Associate, Product Specialist, Credit Investor Relations
Location : New York / OVA
Line Of Business : Investor Relations
Job Function : Investor Relations
Position Summary
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
Investor Meetings and Events
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Product Specialist • New York, NY, US