Client Relationship Manager, Credit Investor Relations
Carlyle Investment Management, LLC

Position Summary

Position Summary

The Carlyle Group seeks to hire a Client Relationship Manager (CRM) to join the Global Credit Investor Relations team. In this position, the professional will be part of the Eastern Regional team, focusing on the distribution of Carlyle's Global Credit offerings to investors throughout Eastern Region of North America. The position will support the lifecycle of fundraising (from early-stage planning to closing) and calls for daily external client-building / relationship management responsibilities with institutional investors. The on-going internal and external client-relationship management responsibilities 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 design and maintain region-based pipeline updates, marketing plans, account proposals, and other investor deliverables as necessary. Also, this position will work closely in with the Managing Director of Eastern Region, participate in evaluating new business opportunities including financial analysis, competitive benchmarking, and qualitative considerations.

The successful candidate will be self-directed, organized, and able to prioritize multiple workstreams in a fast-paced environment. It is expected candidates have strong existing relationships with the institutional investor community, preferably in middle-market corporate, public fund, and Taft Hartley plan sponsor and E&F segments. Candidates should have previous experience with Credit strategies, spanning both liquid and illiquid credit.

Responsibilities

Primary Responsibilities

• Identifying, cultivating relationship with, and securing investment capital commitments from current and prospective Eastern Region of North American investors for the purpose of funding investments for Carlyle Global Credit
• Own and manage client list while operating within the Regional model and collaborating with stakeholders across Carlyle
• The ideal candidate will have strong existing relationships with the investor community and previous experience with Credit strategies, across both liquid and illiquid credit
• Proactively seek and support the development of new initiatives with target firms to enhance Carlyle's success and market presence
• Attend conferences, conduct one-on-one meetings, group presentations and client meetings/events
• Act as firm ambassador in the marketplace and deliver key firm and strategic messages including the introduction of new product rollouts.

• Drive territory growth through building a healthy pipeline across all stages of the sales cycle. 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.

• Coordinate amongst the Credit IR, PE IR, RE IR teams, to aggregate target lists, organize client outreach and follow-ups, and categorize investor interest for presentation to Fund Heads and Senior Management

• Desire and ability to work both independently and collaboratively in a dynamic environment and collaborate across business units. Must have a reputation for earning the trust and credibility of colleagues in sales, marketing, product, and investments.

• Keeps abreast of industry/market trends and developments while maintaining sound working knowledge of Carlyle's Credit products and services
• Unfailing diligence to capture LP interaction/activities in CRM system, tracking prospective LP lists, outreach to prospects, meetings, call notes, and investor related follow ups
• Effectively manage firm resources, including conference budget, travel expenses, and entertainment budget

• Support Carlyle's compliance objectives by liaising with the Legal and Compliance Department

Qualifications

Requirements

Education & Certificates

• Relevant Series licenses (7, 63)

• Bachelor's degree is required

• Advanced Degree and/or CFA preferred.

Professional Experience

• Minimum of 6 years of experience in Financial Services, with a majority of those years servicing investors in a sales, investor relations, fundraising and/or business development capacity
• Credit experience across liquid and illiquid continuum strongly preferred
• 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 dynamic team

Competencies & Attributes

• Willingness and ability to travel extensively.

• Self-starter, entrepreneurial and goal oriented, with a high level of accountability and drive.

• 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.

• Work well in a deadline driven environment. Strong organizational skills: ability to prioritize targets and handle a busy calendar of client meetings.

• Collegial and team-orientated with the ability to thrive in cross-functional, cross-business unit team setting. Resourceful and collaborative, can leverage resources across functions

• Client-oriented; leveraging effective relationship management and interpersonal skills, with a considerable understanding of how to achieve targeted levels of client intimacy.

• High ethics and integrity with low ego needs

• Thoughtful and client-savvy, understands nuances of sales / LP lifecycle

• 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, balancing the right communication cadence within a regional IR model with the independent thinking and execution of an IR executive.

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 $200,000.

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 $381 billion of assets under management and more than half of the AUM managed by women, across 562 investment vehicles as of March 31, 2023. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,100 professionals operating in 29 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.

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