Analyst, Transfer Agent Team at Carlyle Investment Management, LLC in New York, New York

Job Description:

Position Summary



Position Summary



The Transfer Agent Analyst is responsible for assisting in all aspects of investor servicing for retail funds across multiple segments within Carlyle.



Responsibilities



Primary Responsibilities



Investor Servicing

• Review, complete and respond to incoming investor requests and inquiries


• Coordinate and review all investor reporting as required (i.e. capital accounts, investor communications including capital calls and distributions notices, due diligence presentations, performance, etc.)


• Retrieve and compile relevant financial information for investor correspondence


• Coordinate with Transfer Agent on initial onboarding of new investors including document review, required document compilation, tracking progress, etc.

Other

• Act as a liaison between Carlyle and the Transfer Agent


• Review daily Transfer Agent reporting from vendors and coordinate corrections as needed


• Assist with internal questions on product features, investor accounts, and requests for reporting


• Assist with new dealer and custodian onboarding at the Transfer Agent


• Assist with dealer and investor communications/mailings


• Assist in a wide variety of projects as reasonably assigned

Qualifications



Requirements




Education & Certificates

• Bachelor's degree required


• Concentration in Business, Finance or Accounting, preferred

Professional Experience

• 2-3 years of overall relevant experience required


• Knowledge of 40' Act products features


• Transfer Agency operational and process knowledge


• Experience with Customer/Investor/Client Relations

Competencies & Attributes

• Proficient in Microsoft Word, PowerPoint and Excel


• Highly motivated


• Self-starter


• Time management/prioritization


• Strong interpersonal skills and a team player


• Strong organizational skills and detail oriented


• Excellent communication skills - both written and oral

Benefits/Compensation



The compensation range for this role is specific to New York City 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 to $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 The Carlyle Group.



Company Information


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. Apply Now