Senior Associate
3 weeks ago
Primary Responsibilities
85% of time:
• Lead the successful expansion of Carlyle's investor based in Asia regions, especially in Korea
• Originate and continue to build strong relationships with investors, investment consultants and advisors by anticipating, understanding and meeting their needs in a timely, fact-based and professional manner.
• Understanding the investment objectives and priorities of potential investors; knowing and articulating the strategies, objectives, and performance of Carlyle's various funds; assist in building the Carlyle brand locally and differentiating and positioning Carlyle and its funds from peer group.
• Organize and facilitate regular investor and prospect meetings and ensure that appropriate members of the firm's senior leadership team are in attendance and properly briefed in advance.
5% of time:
• Serve as one of the firm's ambassadors to the market as a representative at regional conferences and industry events
• Understanding the current and emerging policies, regulations and future economic plans of the governments, and in particular how it relates to private markets
5% of time:
• Capture field activity and sales-related data in the firm's DealCloud CRM System
5% of time:
• Actively participate in the development and maintenance of thoughtful presentations, RFP responses and compelling marketing materials tailored to investors.
Requirements
Professional Experience
• Minimum 7 years of relevant experience in institutional fundraising, investment consulting, fund of funds, and/or consultant relations, ideally gained at a private equity and/or private markets platform
• Demonstrated history of raising capital from a cross-section of institutional investors, investment consultants, family offices and distribution partners
• Proactive and disciplined follow-up skills and attention to detail demonstrated through a strong track record of building and maintaining relationships with investors and investment a competitive environment
• Strong knowledge on private funds, asset classes and markets, global perspective and the communication skills necessary to articulate the Carlyle platform with high sophistication and credibility to investors
• Strong verbal and written skills in English
• A self-starter and able to excel in a performance-based, team environment working with other well-educated, successful, world-class professionals
• Strong fit with the firm's corporate values of respect, integrity and professionalism is required
• Unquestionable integrity
Position-specific Technical Requirements
• Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint
• Familiarly with DealCloud or other CRM tools
Microsoft PowerPoint
Asset Management
Microsoft Excel
Due Diligence
Analytical Skills
Relationship Management
Financial Modelling
Financial Analysis
Communication Skills
Presentation Skills
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