Global Wealth Analyst
Carlyle Investment Management, LLC

Position Summary

Carlyle's Global Wealth Analyst Program is a rigorous two-year program designed to prepare candidates for careers within Global Wealth. This two-year training program offers comprehensive learning, mentorship, and hands-on experience to excel in the financial services industry. From the outset of the two-year program, the Global Wealth Analysts will be considered members of regional teams. The Global Wealth Analyst's role will be to provide client service support for an assigned geographic territory while assisting the External Regional Specialist and the Senior Internal Analyst in sales related activities. They will gain an understanding of the region, assist in prospecting efforts to develop relationships, and actively solicit new investment product sales through telephone outreach to Financial Advisors at private banks, wire houses, independent broker-dealers, or other assigned distribution networks. The position will aid the External Regional Specialist in pursuit of territory sales goals through sharing sales ideas, providing product information, gathering marketing data, and offering general sales support.

Additionally, the role will actively maintain existing sales relationships by providing fund updates, qualify and schedule meetings with new prospects and on occasion participate in calls/meetings with end clients.

The Global Wealth Analyst will participate in weekly team meetings and be expected to share sales and service-related experiences and best practices with other members of the Carlyle Global Wealth internal sales team. They will work with their regional team to help streamline efficiencies and work on ad-hoc projects. The Global Wealth Analyst is an integral part of the success of the territory and this role provides the opportunity to gain broad and varied experience and career advancement. The Global Wealth Analyst will also be a part of an intensive month-long sales training on-site at Carlyle with the program class; this will include FINRA Series 7 and 63 training.

Responsibilities

40% of time

• Make proactive, outbound sales calls to financial advisors in geographic territory to identify prospects and schedule quality meetings for the External Regional Specialist and the Senior Internal Analyst with producing or potentially producing financial advisors.

20% of time

• Follow-up with incoming leads as well as answer incoming phone calls and email inquiries generated by External Regional Specialist and Senior Internal Analyst activity, conduct marketing and/or email campaigns.

20% of time

• The Global Wealth Analyst is the first line of defense for all client service-related issues. The successful candidate will work closely with various internal stakeholders, including Legal, Compliance, Accounting/Tax and various product specialists and fund management professionals to solve service items for clients of Carlyle Global Wealth.

10% of time

• Work closely with team members to develop and execute an appropriate business plan to maximize territory sales.

5% of time

• Assist with administrative duties when necessary, including organizing and maintaining spreadsheets and entering activity into DealCloud CRM.

5% of time

• Accompany Carlyle Global Wealth management or the External Regional Specialist on in-person meetings with financial advisors and/or clients.

Qualifications

Education, Licensing & Certificates

• College degree required by Summer 2025.
• Minimum 3.3 GPA Required.
• FINRA Series 7 and 63 must be obtained within 90 days of employment.
• SIE required (by start date).

Professional Experience

• Prior internship experience in Sales / Marketing or Financial Services strongly preferred.
• Must have the ability to work in a challenging and collaborative environment.
• Possess a strong desire to compete and win.
• Possess excellent oral and written communication skills.
• Possess excellent interpersonal and customer service skills.
• Proven ability to pay attention to detail and multi-task.
• Must have strong relationship building skills.
• Must be a detail-oriented, well-organized self-starter with high energy and creativity.

Competencies & Attributes

• Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $447 billion of assets under management and more than half of the AUM managed by women, across 612 investment vehicles as of September 30, 2024. 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 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 value diversity as a key driver of 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." Our aim is to cultivate a community where insights are continually exchanged and different perspectives are embraced. We recognize that diverse teams perform better and we are dedicated to leveraging diversity as a competitive advantage at Carlyle.

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