Senior Product Specialist, Real Assets Investor Relations

Company Profile The Carlyle Group (NASDAQ: CG) is a global investment firm with $477 billion of assets under management, across 678 investment vehicles as of December 31, 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 2,500 professionals operating in 27 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle's purpose is to connect people, ideas, and capital to fuel growth for companies and performance for 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 deep expertise across industries, markets, and geographies. 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." Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value. Position SummaryCarlyle seeks to hire a Senior Product Specialist in our Global Private Equity Investor Relations Group. The Senior Product Specialist will be responsible for product coverage across Carlyle's growing Private Equity business in highly active fundraising businesses, with a focus on Real Assets. The Product Specialist will be tasked with leading and managing fundraising processes, product and strategy development and investor-related requests across several vehicles. They will also work with Relationship Managers to develop sales strategy for investors across segments and geographies, propose growth strategies for new products and develop product-specific fundraising plans. Responsibilities include primarily developing, leading and overseeing execution of the fundraising strategy across various vehicles, product and strategy development and investor relations responsibilities and making key decisions regarding strategy, terms and product design for the business. This role requires regular discussion, interaction and collaboration, leading business discussions and decisions with Business and Investment Team Heads, Relationship Managers, Fund Management/Finance, Legal & Compliance and other key stakeholders. This position requires leading strategy development for pre-marketing initiatives, product development and project management for fund launches, oversight of investor due diligence process, preparation of key marketing and fund formation documents, overseeing roadshow coordination, overseeing tracking / reporting of investor status and leading negotiation processes and fund closings. In addition to fundraising and investor-related responsibilities, the Senior Product Specialist will be responsible for managing cross-platform projects, committees and other initiatives promoting the growth of Carlyle's Private Equity platform. Primary Responsibilities Subject matter expert in Private Equity, with full ownership of content producedLeading pre-marketing, strategy and product development initiatives in advance of fund launches and SMA creationDevelop, lead and oversee execution of full fundraising process from start to finishSet objectives for fundraising in coordination with Private Equity Business and IR LeadsOversee project management across Investment Team, Fund Management, Legal/Compliance to successfully execute fund launch in optimal structure/offering for target investor baseLead introductory and ongoing investor dialogues, in collaboration with Relationship ManagersCoordinate with Relationship Managers on roadshows with Investment TeamOversee tracking fundraising progress and investor statuses against objectives and reporting of status, with responsibility of articulating feedback to key stakeholdersIncorporate LP feedback real-time into strategy presentation, product design, terms, etc.Senior day-to-day contact for both Relationship Managers and Investment team, managing key stakeholders' expectations, delivering feedback and making active recommendations on strategy, presentation delivery, messaging, etc.Develop and present value proposition of the product to investors; develop messaging of the strategy and oversee execution on all fundraising initiatives from launch to final closeMake recommendations to senior leadership on terms, product timeline, mandate, strategy messaging, etc.Drive outcome / oversee execution on senior leadership guidance and decisionsOversee of investor diligence and closing processEnsure accuracy and timely delivery of investor requestsManage onsite diligence meetings and related follow-upPrimary Product Specialist contact for prospective investors to advance through closing process, leading investors through side letter and legal negotiationsBuild relationships with investors throughout diligence processParticipate in global roadshows and lead meetings with existing and prospective investorsProduct Development:Ability to work collectively, leading discussions with several different internal stakeholders to ensure successful launch of new potential business lines by leveraging market knowledge and LP preferencesSocialization of new product, structure and strategy ideas with key stakeholders and senior leadershipWork with various teams across Carlyle, including Tax, Legal, Fund Management, Investment Team, to ensure development of efficient product offering for investorsCoordinate fundraising and product strategies and provide regular updates to key senior stakeholdersContinued development and management of junior and mid-level talent Requirements Education & CertificatesBachelor's degree requiredSeries 7 and 63 Professional Experience10+ years of relevant experience in Investor Relations, preferably within a Product Specialist Role covering Real AssetsDeep product expertise in Real Assets, can pitch and act as a spokesperson for the fund Competencies & AttributesExcellent communication skills - both written and oral; role requires interaction with most senior professionals at the firm and key external stakeholdersSophisticated and tactful client managers - can effectively manage the LP lifecycleResourceful and collaborative, works well with segment and investment teamsStrong communicator - speaks well to the productStrategic sales mindset, able to identify opportunities for sophisticated salesExcelled role model and manager - can delegate, provide support and guidance to team Benefits/CompensationThe compensation range for this role is specific to New York 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 $250,000. 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.