Job Description

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Basic information

Job Name:
2-Year Analyst, Institutional Sales
Location:
New York/OVA
Line of Business:
Investor Relations
Job Function:
Investor Relations
Date:
Monday, November 3, 2025
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Position Summary

The Carlyle Group seeks to hire a 2-Year Analyst to support our fundraising and investor relations efforts. In this role, you will provide strategic sales support to our top-performing relationship management teams, who fundraise across all three of Carlyle's investment segments - Global Private Equity, Global Private Credit, and Investment Solutions. This is an exciting opportunity to gain hands-on experience at a global investment firm, working alongside industry leading professionals. You will play a critical role in driving Carlyle's capital-raising success, supporting fundraising strategy, streamlining processes, and ensuring the seamless execution of investor outreach initiatives.
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Responsibilities

Market Intelligence and Fundraising Support
Monitor and distribute key market updates, investor news, and industry insights to Relationship Management teams (daily news updates, RFP postings, etc.) Support fundraising initiatives by assisting Relationship Managers with ad hoc projects to optimize strategy and execution Liaise with Product Specialist teams to track investor inquiries, coordinate responses, and ensure timely follow-ups on requests

CRM (DealCloud) and Data Management
Leverage data insights to drive strategic fundraising initiatives and relationship-building efforts Track and analyze Regional and Relationship Manager-specific fundraising pipelines from prospective investor stage through fund commitments Review and maintain external communication distribution lists and data room access for live fundraises

Limited Partner Engagement
Conduct LP research and prospecting, gathering intelligence on investor preferences, mandates, and engagement history Create client specific presentations and marketing materials LP meeting coordination and tracking

Fund-Specific Projects
Prepare detailed briefing materials for high-profile investor road-shows and meetings Conduct competitor / fund research Assist in executing high-profile fundraising campaigns that drive Carlyle's growth

Conferences and Events
Develop target lists for major industry conferences to optimize Carlyle's outreach and presence Track event-related investor interactions, ensuring post-event follow-ups and data integration Provide logistical and research support for Carlyle's Global Investor Conference, ensuring smooth execution behind the scenes
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Qualifications

Education & Certificates

Bachelor's degree required

Professional Experience

0-2 years of prior experience in Investor Relations or Financial Services A passion for finance, sales, and relationship management in a high-energy environment Strong interpersonal skills, organizational skills, and attention to detail Demonstrated ability to work effectively as part of a team while taking ownership of individual projects and initiatives

Competencies & Attributes

Detail oriented with excellent organizational skills Understanding of financial markets, alternative investments, and portfolio construction Critical thinker with strong analytical skills A self-starter mentality with a hunger to learn and grow in the alternative investments space Ability to translate complex financial concepts into compelling client conversations Team-oriented with a strong sense of accountability, responsiveness, and follow-through Thoughtful and client-savvy, able to understand nuances of Sales/LP lifecycle Proactive with the ability to handle projects with minimal training or oversight Resourceful and highly adaptable Good judgement Advanced Microsoft Office skills

Benefits/Compensation

The compensation range for this role is specific to New York, NY, 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 $90,000-$95,000.



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.
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Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $474 billion of assets under management and more than half of the AUM managed by women, across 660 investment vehicles as of September 30, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,400 professionals operating in 27 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 Carlyle AlpInvest - 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.