Year Associate, Global Capital Markets

Carlyle

  • New York City, NY
  • Permanent
  • Full-time
  • 1 month ago
Position SummaryThe Carlyle Global Capital Markets (“CGCM”) team works with the Global Private Equity and Global Credit deal teams to provide advisory, structuring, underwriting, and distribution services on publicly syndicated and privately placed loan and equity financings for existing portfolio businesses and new acquisitions. The Associate position will be focused on the syndication of private equity and credit investments. The individual will help evaluate, structure, and syndicate Private Equity and Credit investments via co-invest and third-party relationships.Primary responsibilities will include supporting CGCM senior team members, Global Private Equity, and Global Credit deal teams in processing and analyzing new deals, managing approval processes and key aspects of the distribution process, maintaining investor and market data tracking, and being a source for comparable deal analysis and market intelligence to the broader firm. In addition, the Associate will assist in monitoring, managing reporting and maintaining analytics related to all functions of the business segment in conjunction with broader CGCM relationship development efforts among co-investors, third parties, and intermediaries.Responsibilities
  • Support the team in all aspects of the syndication process, including generating marketing materials, maintaining data rooms for prospective investors, and coordinating due diligence
  • Lead the creation of approval memos for any underwriting or placement activity directly with senior team members
  • Act as central point of contact to maintain all investor feedback and centrally track to manage ongoing relationship development efforts for the firm
  • Interface with origination, underwriting, portfolio management, investor relations, and other internal partners to coordinate execution of transactions and effectively meet deal timelines
  • Lead the generation and distribution of weekly, monthly, and quarterly capital markets updates for Global Capital Markets
  • Manage responses for day-to-day information requests from both internal and external parties
  • Assist with legal and compliance requirements, including clearing conflicts and adhering to criteria for new deal eligibility, managing NDAs and NRLs with sponsor clients and investors, and managing risk reporting
  • Keep awareness and knowledge of up-to-date market information in both public and private financing markets
  • Generate periodic competitive analysis used for internal consumption, and investor due diligence in coordination with investor relations
QualificationsEducation & Certificates
  • Bachelor's degree is required with strong academic record
Professional Experience
  • Candidates should have one year of relevant experience in the financial services industry, ideally leveraged finance, financial sponsors, or capital markets
  • Credit background and/or formal training preferred
Competencies & Attributes
  • High proficiency in Excel and PowerPoint
  • Self-sufficient, proactive, resourceful and ability to multi-task and meet deadlines
  • Strong written, interpersonal, and communication skills
  • High level of focus on work quality and attention to detail
  • Demonstrated ability to work effectively as part of a team
Benefits/CompensationThe 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 for this role is $150,000.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.Company InformationThe Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 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 2,300 professionals operating in 29 offices in North 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 Carlyle AlpInvest - 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 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." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.

Carlyle