Qureos Mentor

The Carlyle Group

<div><div><div><div><div><div><h3 class="jobSectionHeader"><b>Basic information
</b></h3></div></div><div><div><div><div>Job Name:
</div><div>Senior Analyst, Carlyle AlpInvest Fund Accounting Processes
</div></div><div><div>Location:
</div><div>Washington, DC
</div></div><div><div>Line of Business:
</div><div>Finance
</div></div><div><div>Job Function:
</div><div>Investor Services
</div></div><div><div>Date:
</div><div>Thursday, June 18, 2026
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Position Summary
</b></h3></div></div><div><div><div><div><div><div>The Senior Analyst supports Fund Accounting operations for the AlpInvest fund segment; aligned with the Fund Accounting Finance Process &amp; Operations (FPO) team but dedicated to AlpInvest&rsquo;s investor base, fund structures, and reporting requirements. The role owns daily execution and production support of core workflows, investor capital account statements, quarterly reporting needs, and Capital Calls &amp; Distributions, while driving process improvement specific to AlpInvest operations.</div><div></div><div><br>
Because AlpInvest stakeholders are primarily based in Europe, the role demands a proactive, urgency-driven approach: triaging requests early each business day and maintaining clear visibility into open items so stakeholders receive timely responses across the transatlantic gap. Working across AlpInvest end users, Global Technology Services (GTS), and cross-functional teams, the Senior Analyst serves as business/technology liaison, translating business needs into structured requirements and flagging production issues and dependencies before they escalate. Success requires strong planning, prioritization across concurrent workstreams, and sound judgment under pressure. The position reports to the Fund Accounting Processes Manager.</div><div></div><b><br>
In-Office Requirement:</b> 4 days per week</div><br>
<div></div>
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Responsibilities
</b></h3></div></div><div><div><div><div><div><div><b>Fund Accounting &amp; Investor Financial Reporting (30%)</b></div><div><ul><li>
Support operation of Fund Accounting systems and quarterly reporting workflows for AlpInvest funds, ensuring accuracy and timely issue resolution</li><li>
Triage incoming support requests from AlpInvest&rsquo;s European teams with urgency, accounting for time zone differences and proactively communicating timelines, status, and resolutions</li></ul></div><div><b>
Functional Support &amp; Stakeholder Communication (40%)</b></div><div><ul><li>
Serve as a subject matter expert in Fund and Investor Reporting for AlpInvest, liaising between Fund Accounting and GTS to translate business needs into structured requirements</li><li>
Manage and enhance Investran and Appian BPM applications</li><li>
Serve as a key contact for stakeholders and respond to requests with urgency and escalate risks and issues with proposed solutions</li></ul></div><div></div><div><b><br>
Finance Process &amp; Systems Improvement - AlpInvest (30%)</b></div><div><ul><li>
Drive initiatives to streamline, automate, and modernize Finance operations</li><li>
Identify process gaps and automation opportunities, recommending solutions that weigh risk and business impact while balancing diverse stakeholder priorities against shared goals</li><li>
Support change management through training, documentation, and communications that drive adoption</li></ul></div></div><br>
<div></div>
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Qualifications
</b></h3></div></div><div><div><div><div><div><div><b>Education &amp; Certificates</b></div><div><ul><li>
Bachelor&rsquo;s degree required</li></ul></div><div></div><div><b><br>
Professional Experience</b></div><div><ul><li>
3+ years of overall relevant experience, required</li><li>
Experience in fund accounting, finance operations, or a related business systems/process improvement role, preferred</li><li>
Production or operational support experience in a finance environment</li><li>
Experience supporting development teams in an agile environment, bridging business and technical contexts and writing requirements, functional specs, or process documentation</li><li>
Experience engaging stakeholders across departments and seniority levels on process improvement or technology initiatives</li><li>
Background in private equity, fund-of-funds, or multi-manager alternative investment operations strongly preferred</li></ul></div><div></div><div><b><br>
Competencies &amp; Attributes</b></div><div><ul><li>
Accounting systems experience required, with Investran strongly preferred</li><li>
Familiarity with Appian BPM, Salesforce, or PeopleSoft Financials a plus</li><li>
Advanced Excel skills preferred</li><li>
Familiarity with Jira or similar agile project management tools</li><li>
Understanding of fund accounting principles, investor reporting, and financial close processes</li><li>
Strong risk awareness and organizational skills, identifying risks early, managing competing priorities, and connecting daily work to broader goals; able to handle time-sensitive cross-time-zone requests with professionalism and urgency</li><li>
Exceptional written and verbal communication, translating business needs into clear requirements and tailoring messaging for finance, technology, and leadership audiences</li></ul></div><div></div><div><b><br>
Benefits/Compensation</b></div><div>
The compensation range for this role is specific to Washington, DC 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.</div><div></div><div><br>
The anticipated base salary range for this role is $110,000 to $120,000.<br>
</div><div></div><br>
<div>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.</div><div></div><div><br>
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.</div></div><br>
<div></div>
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Company Information
</b></h3></div></div><p></p><div><div><div><div><p>The Carlyle Group (NASDAQ: CG) is a global investment firm with $475 billion of assets under management, across 678 investment vehicles as of March 31, 2026. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals operating in 28 offices in North America, Europe, the Middle East, Asia and Australia.</p><p></p><p><br>
Carlyle&rsquo;s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for 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 &ndash; Global Private Equity, Global Credit and Carlyle AlpInvest &ndash; and has deep expertise across industries, markets, and geographies.</p><p></p><p><br>
At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, &quot;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.&quot; Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.</p></div></div></div></div></div></div></div></div><p></p>

Senior Analyst, Carlyle AlpInvest Fund Accounting Processes

<div><div><div><div><div><div><h3 class="jobSectionHeader"><b>Basic information
</b></h3></div></div><div><div><div><div>Job Name:
</div><div>2-Year Analyst - AlpInvest Primaries
</div></div><div><div>Location:
</div><div>New York/OVA
</div></div><div><div>Line of Business:
</div><div>Carlyle AlpInvest
</div></div><div><div>Job Function:
</div><div>Investment Professionals
</div></div><div><div>Date:
</div><div>Tuesday, June 16, 2026
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Position Summary
</b></h3></div></div><div><div><div><div><b>About AlpInvest Partners</b><div>
AlpInvest Partners is one of the world's largest and most well-established private equity investors, having committed over $111 billion since inception, with $102 billion in AUM as of September 30, 2025. AlpInvest is a wholly owned subsidiary of The Carlyle Group and serves as the private equity multi-manager adviser within the Investment Solutions business segment. AlpInvest professionals have full access to Carlyle&rsquo;s resources and network, providing a key differentiator in the private equity market, analyst experience and post-analyst opportunities, including business school.</div><div>
</div><div>
AlpInvest invests across three strategies:</div><div><ul><li>
Primary Fund Commitments</li><li>
Secondary Investments</li><li>
Co-Investments</li></ul></div><div>
</div><div>
We provide customized private equity solutions through separately managed accounts and commingled funds, serving over 710 investors globally, including sovereign wealth funds, pension funds, insurance companies, and family offices.</div><div>
</div><div>
AlpInvest has offices in New York, Amsterdam, London, and Hong Kong with 295+ employees, including 120+ investment professionals. Learn more at www.AlpInvest.com.
</div><div></div><div><b>Opportunity Overview: Primary Funds Analyst</b></div><div>
We are seeking a highly motivated Analyst to join AlpInvest&rsquo;s Primary Funds team in New York. This role offers a unique opportunity to gain experience investing across the spectrum of private equity strategies.</div><div>
</div><div>
As an Analyst, you will be actively involved in:</div><div><ul><li>
Sourcing and evaluating fund investments</li><li>
Conducting due diligence on fund managers</li><li>
Managing investment processes and deal execution</li><li>
Monitoring existing portfolio</li><li>
Supporting client reporting and fundraising efforts</li></ul></div>
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Responsibilities
</b></h3></div></div><div><div><div><div><b>1. Deal Flow</b><div><ul><li>
Research private equity firms using industry databases and proprietary sources</li><li>
Engage directly with general partners (GPs) and placement agents for firm updates</li><li>
Screen inbound fund opportunities and produce quick assessments for the team</li><li>
Advance potential investments to the quick scan phase for further evaluation</li></ul></div><div></div><div><b><br>
2. Due Diligence</b></div><div><ul><li>
Meet with GPs to assess investment attractiveness</li><li>
Gather and analyze large-scale GP data, leveraging AlpInvest&rsquo;s proprietary toolkit</li><li>
Conduct on-site due diligence and reference calls with CEOs, competitors, former employees, and other limited partners</li><li>
Draft internal investment documents</li></ul></div><div></div><div><b><br>
3. Process Coordination &amp; Deal Execution</b></div><div><ul><li>
Organize the investment due diligence process (deal timeline, data room, diligence agenda)</li><li>
Participate in team and investment committee discussions on investment proposals</li><li>
Collaborate with the legal, operational diligence, and responsible investment teams</li><li>
Assist in deal closing by working with the portfolio risk &amp; analysis, investment accounting, and legal teams</li></ul></div><div></div><div><b><br>
4. Data Management &amp; Market Mapping</b></div><div><ul><li>
Maintain and update deal flow data in the DealCloud CRM system</li><li>
Ensure all GP diligence materials and internal analyses are accurately recorded</li><li>
Track investment pipeline statistics and fund closing metrics</li></ul></div><div></div><div><b><br>
5. Portfolio Monitoring &amp; Performance Tracking</b></div><div><ul><li>
Monitor existing investments, tracking fund performance and GP organizational developments</li><li>
Participate in GP update meetings, annual meetings, and advisory board sessions</li><li>
Review and process LPA amendments, fund extension requests, and post-closing matters</li></ul></div><div></div><div><b><br>
6. Client Reporting &amp; Fundraising Support</b></div><div><ul><li>
Assist in preparing monthly and quarterly client meeting materials</li><li>
Develop case studies and pipeline updates for investor presentations</li><li>
Support ongoing fundraising efforts, including responding to RFPs and due diligence requests</li></ul></div>
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Qualifications
</b></h3></div></div><div><div><div><div><b>Education &amp; Certifications</b><div><ul><li>
Bachelor&rsquo;s degree required</li></ul></div><div></div><div><b><br>
Knowledge &amp; Experience</b></div><div><ul><li>
1 &ndash; 3 years of experience in investing, investment banking, research, consulting or similar fields</li><li>
Experience or strong interest in primary fund investing</li><li>
Excellent written and verbal communication skills, including ability to engage with GPs in both social and business settings</li><li>
Ability to thrive under pressure in a fast-paced investment environment</li><li>
Exceptional attention to detail and organizational skills</li><li>
Sense of ownership of work product, with the ability to handle multiple projects simultaneously, prioritize tasks effectively, and meet deadlines&mdash;often working alongside multiple team members</li><li>
Proven teamwork and collaboration abilities across all levels of seniority</li></ul></div><div></div><div><b><br>
Technical Requirements</b></div><div><ul><li>
Advanced Excel &amp; PowerPoint skills (financial modeling, data analysis, presentations)</li><li>
Deep understanding of the private equity asset class</li><li>
Corporate finance and valuation knowledge, with the ability to understand the key drivers of portfolio company operating performance and assess ultimate potential fund-level returns</li><li>
Strong writing skills&mdash;experience with investment proposals, research reports or market analyses</li><li>
Ability to synthesize qualitative and quantitative data to support investment decisions</li></ul></div><div></div><div><b><br>
Benefits/Compensation</b></div><div>
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.</div><div></div><div><br>
The anticipated base salary range for this role is $120,000.</div><div></div><div><br>
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.</div>
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Company Information
</b></h3></div></div><p></p><div><div><div><div><p>The Carlyle Group (NASDAQ: CG) is a global investment firm with $475 billion of assets under management, across 678 investment vehicles as of March 31, 2026. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals operating in 28 offices in North America, Europe, the Middle East, Asia and Australia.</p><p></p><p><br>
Carlyle&rsquo;s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for 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 &ndash; Global Private Equity, Global Credit and Carlyle AlpInvest &ndash; and has deep expertise across industries, markets, and geographies.</p><p></p><p><br>
At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, &quot;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.&quot; Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.</p></div></div></div></div></div></div></div></div><p></p>

2-Year Analyst - AlpInvest Primaries

<div><div><div><div><div><div><h3 class="jobSectionHeader"><b>Basic information
</b></h3></div></div><div><div><div><div>Job Name:
</div><div>Client Relationship Manager, RIA (Southwest), Global Wealth
</div></div><div><div>Location:
</div><div>Remote
</div></div><div><div>Line of Business:
</div><div>Investor Relations
</div></div><div><div>Job Function:
</div><div>Investor Relations
</div></div><div><div>Date:
</div><div>Friday, April 10, 2026
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Position Summary
</b></h3></div></div><div><div><div><div><p><b>Position Summary</b></p><p>
The Client Relationship Manager (CRM) is responsible for the distribution of all Carlyle offerings through Family Wealth relationships which include Registered Investment Advisors (&lsquo;RIA&rdquo;) and Multi-Family Offices (&ldquo;MFO&rdquo;). The CRM will conduct business from a regional office located in the Southwest region (SoCal, AZ, UT, CO, NM) and will service the designated region of clients. The CRM is expected to travel within assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client facing sales role that is rewarded based upon consistent, superior results. Additionally, as the role is an extension of Carlyle's global brand on a local level, the CRM Lead should seek to represent the company through consistent displays of strong values and behavior.</p><p></p><p>
The role will also require the CRM to set regional objectives based on Carlyle Global Wealth initiatives and delegate responsibilities regarding coverage and outreach between a Hybrid Sales Representative and Senior Internal Sales Analysts dedicated to the region. The CRM will develop and evolve a business strategy to optimize prospecting and maintain a service model for new and existing relationships. The CRM should demonstrate a strong knowledge of the competitive landscape, financial markets and industry trends.
</p><p></p><p>The ideal candidate will possess strong territory management and leadership skills, have established relationships within the region and a track record of cultivating new relationships and increasing sales.
</p></div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Responsibilities
</b></h3></div></div><div><div><div><div><div><p><b>Primary Responsibilities:</b></p><p>
35% of time</p><ul><li> Develop and maintain profitable, productive relationships with RIAs &amp; MFOs in the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance Carlyle's success and market presence.</li></ul><p>
25% of time</p><ul>
<li>Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA &amp; Family Office clients in order to grow assets of Family Wealth business.</li>
</ul><p>10% of time</p><ul>
<li>Develop solid working relationship with territory team through regular communication, on-going mentorship and training as well as delegation of responsibilities and the assurance of accountability for activity and results.
</li></ul><p>10% of time</p><ul><li> Understand and articulate capital markets, complex product structures, and competitor products. Provide the proper after-sales support to keep LP&rsquo;s informed on their investments.
</li></ul><p>5% of time</p><ul>
<li>Develop solid working relationship with internal partners such as CAIS &amp; iCapital
</li></ul><p>5% of time</p><ul>
<li>Keeps abreast of industry/market trends and developments while maintaining sound working knowledge of Carlyle's products and services</li>
</ul><p>5% of time</p><ul>
<li>Capture field activity and sales related data in Dealcloud CRM System.</li>
</ul><p>5% of time</p><ul>
<li>Effectively manage firm resources, which involve: travel expenses, and entertainment budget.</li><br>
</ul><br>
</div></div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Qualifications
</b></h3></div></div><p></p><div><div><div><div><p><b>Requirements
</b></p><p><b>Education, Licensing &amp; Certificates</b></p><ul><li> College degree required</li><li> FINRA Series 7 and 63 required</li></ul><p></p><p><b>
Professional Experience</b></p><ul><li>
8+ years of experience in an external sales capacity that directly aligns with the specific responsibilities for this position</li><li>
Must have experience working in the family wealth industry with established relationships in the RIA channel</li><li>
Proficiency in Financial Services Sales, Wholesaling, Relationship Management
</li><li>Demonstrated track record of consistently meeting and/or exceeding performance expectations</li><li>
Must have the ability to work in a challenging and collaborative environment.
</li><li>Possess a strong competitive desire.
</li><li>Possess excellent oral and written communication skills.
</li><li>Possess excellent interpersonal and customer service skills.
</li><li>Must have strong relationship building skills.
</li><li>Must be a detail-oriented, well-organized self-starter with high energy and creativity</li></ul><p></p><p><b>
Competencies &amp; Attributes</b></p><ul><li> Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.</li></ul><p></p><p>
Benefits/Compensation</p><p>
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.</p><p></p><p>
The anticipated base salary range for this role is $250,000.
</p><p></p><p>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.</p><p></p><p>
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.<br>
</p><br>
</div></div></div></div></div><p></p><div><div><div><h3 class="jobSectionHeader"><b>Company Information
</b></h3></div></div><p></p><div><div><div><div><p>The Carlyle Group (NASDAQ: CG) is a global investment firm with $477 billion of assets under management, across 678 investment vehicles as of December 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 2,500 professionals operating in 27 offices in North America, Europe, the Middle East, Asia and Australia.</p><p></p><p><br>
Carlyle&rsquo;s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for 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 &ndash; Global Private Equity, Global Credit and Carlyle AlpInvest &ndash; and has deep expertise across industries, markets, and geographies.</p><p></p><p><br>
At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, &quot;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.&quot; Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.</p></div></div></div></div></div></div></div></div><p></p>

Client Relationship Manager, RIA (Southwest), Global Wealth

Join The Carlyle Group and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

The Carlyle Group

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Senior Analyst, Carlyle AlpInvest Fund Accounting Processes

2-Year Analyst - AlpInvest Primaries

Client Relationship Manager, RIA (Southwest), Global Wealth