The Carlyle Group seeks hire a Client Relationship Manager (CRM) to join the Credit Investor Relations team. The professional will focus on the distribution of Carlyle's Global Credit offerings to investors throughout North America. The position will have daily external client-building and relationship management responsibilities which include working with large institutional investors. The on-going internal / external client-relationship management responsibility include, but is not limited to, marketing Carlyle's Global Credit funds and products, facilitating regular client interactions, portfolio updates and ad hoc client projects. Additionally, the CRM will also design marketing plans, customized investor presentations, account proposals, and other investor deliverables as necessary. Also, this position will also participate in evaluating new business opportunities including financial analysis, competitive benchmarking, and qualitative considerations.
The successful candidate will be self-directed and able to prioritize multiple workstreams in a fast-paced environment. Candidates should have strong existing relationships with the investor community and have previous experience with Credit strategies, spanning both liquid and illiquid credit.
Qualifications RequirementsEducation & Certificates
- Identifying, cultivating relationship with, and securing investment capital commitments from current and prospective North American investors for the purpose of funding investments for Carlyle Global Credit
- Own and manage client list while working collaboratively with SRMs and CRMs across Carlyle
- As a part of the team, the CRM will be involved in the fundraising strategy and prospecting as needed. The ideal candidate will have strong existing relationships with the investor community.
- Proactively seek and support the development of new initiatives with target firms to enhance Carlyle's success and market presence
- Conduct one-on-one meetings, group presentations and client meetings/events
- Keeps abreast of industry/market trends and developments while maintaining sound working knowledge of Carlyle's Credit products and services
- Capture all activity and sales-related data in CRM system
- Effectively manage firm resources, which involve: travel expenses, and entertainment budget
- Prepare detailed marketing materials (investor presentations, due diligence materials, case studies etc.)
- Collaborate with other project managers / segment / product specialists throughout the capital formation process to ensure full coordination and implement best practices and lessons learned from prior initiatives.
- Evaluate the economics and feasibility of new investors, new products or strategies
- Relevant Series licenses (7, 63)
- Bachelor's degree is required
Competencies & Attributes
- Minimum of 8 years experience in Financial Services, with a majority of those years servicing investors in a sales, fundraising and/or business development capacity
- Demonstrated track record of exceeding performance expectations, especially related to sales/fundraising targets
- Existing knowledge of and relationships with relevant investor community
- A strong understanding of financial markets and experience with credit strategies
- Strong proficiency in CRM software
- Advanced Microsoft Office (including Excel and PowerPoint) skills required
- Demonstrated ability to work effectively as part of a team
- Willingness for frequent travel
- Ability to successfully navigate in an environment where projects and tasks do not have a clear path to completion and innovation is required to accommodate all stakeholders' preferences.
- High level of comfort with decision making
- Work well in a deadline driven environment.
- Ability to juggle a wide variety of projects occurring simultaneously.
- Easily transition between high level and detailed information and projects.
- Strong written and interpersonal skills
- Strong organizational skills and detail oriented; attention to detail
The Carlyle Group (NASDAQ: CG) is a global investment firm with $325 billion of assets under management and more than half of the AUM managed by women, across 498 investment vehicles as of March 31, 2022. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with nearly 1,900 professionals operating in 26 offices in North America, South 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. As our Chief Executive Officer, Kewsong Lee, stated, "We seek to attract individuals from a broad set of backgrounds and experiences because we know that diverse teams ask better questions and inclusive teams find better answers. Our diverse and inclusive community makes us better partners and ultimately, helps us to build better."
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