The principal responsibility of this position is to provide support to the Fund Management - Fund Administration team responsible for the support of the Asia and Japan global private equity investment funds. This position must be able to prioritize competing tasks in a deadline-oriented environment with a focus on delivering excellent service to Carlyle's investors.
Responsibilities
60% - Investor Onboarding and Communications
Support all aspects of the fund close process, including investor onboarding, compliance and tax clearance and posting documents to the investor portal
Serve as main point of contact for investors requesting transfers and name changes and coordinate with necessary stakeholders to complete these requests timely
Respond to investor requests and prepare, proofread, and send legal, tax and financial reporting documentation to investors
Provide oversight for team that posts investor reporting to Carlyle's investor portal, approve higher risk documents before they are activated, and handling any posting needs outside of business hours
25% - Systems and Data
Ensure integrity of investor and fund data in key systems:
Create new fund records and update throughout the lifecycle of the fund
Oversee onboarding of new investors
Approve key investor data elements including demographics and wire instructions
Support data reporting needs from broader Fund Management team.
Coordinate efforts with peers within other Carlyle teams to ensure efficiency and consistency of investor-related processes, systems and applications.
15% - Meeting Logistics
Coordinate with the Executive Scheduler to schedule key fund meetings
Support logistics for meetings including distributing materials, answering questions from attendees and troubleshooting any issues
Qualifications
Education & Certificates
Bachelor's degree, required
Concentration in Finance, Economics, Business Administration, or a related field preferred
Professional Experience
Minimum of 2-3 years relevant work experience, required
Experience in private equity, investment banking, asset management or law, preferred
Competencies & Attributes
Strong communication and interpersonal skills, with the ability to effectively liaise with, manage expectations of, and develop relationships with internal stakeholders and investors
Ability to work effectively as part of a team and at a high energy level
Excellent Microsoft Office skills, especially Word and Excel
Prior experience with Customer Relationship Management systems such as Salesforce is desirable but not required
Excellent time management, meticulous attention to detail, and strong organizational skills to manage multiple tasks simultaneously
Proactively approach tasks with a "big picture" mindset, considering long-term goals and implications while taking initiative to drive results
Demonstrated ability to maintain confidentiality and handle sensitive information with discretion
Willingness to work flexible hours and monitor emails outside of normal work hours
Benefits/Compensation
The compensation range for this role is specific to DC 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 $75,000 - $85,000.
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 Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $425 billion of assets under management and more than half of the AUM managed by women, across 595 investment vehicles as of March 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 2,200 professionals operating in 28 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 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.
