Junior Analyst, Transfer Agent
Carlyle Investment Management, LLC

New York, New York

Position Summary

The Junior Analyst is responsible for assisting in all aspects of investor servicing for the Carlyle AlpInvest Private Equity Opportunity Fund ("CAPE"), which operates in the Global Investment Solutions ("GIS") segment as well as provide support to the other junior analysts supporting similar products in the Global Credit segment.

Key Duties/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, 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.
  • Act as a liaison between GIS 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


Education & Certificates
  • Bachelor's degree required, Business, Finance or Accounting preferred
Professional Experience
  • 2-3 years of 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

Company Information

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.

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