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assistant deputy director

associate director private equity due diligence insights analysis

NielsenIQ

<div>
 <p>
  R25_0022684
  <br/>
  <br/>
 </p>
 <p>
  *US role; must be in US at time of application to be considered.
  <br/>
  <br/>
 </p>
 <p>
  (Preferred locations include: Chicago, New York or Boston)
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 </p>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <p>
  <strong>
   About this job
   <br/>
   <br/>
  </strong>
 </p>
 <p>
  The Financial Services Data as a Service (DaaS) Research Team delivers support and insights related to the raw datasets utilized by the investing community. Our products and services are designed for consumption by the Asset Management industry, which includes Hedge Funds, Mutual Funds, Pension Funds, Quantitative Funds, and Private Equity. We&rsquo;re a team of data-driven analysts who love turning data into actionable insights and clearly communicating those insights to our sophisticated investing clientele.
  <br/>
  <br/>
 </p>
 <p>
  As Associate Director, Due Diligence Insights &amp; Analysis, you will spearhead analyses and presentations using NIQ&rsquo;s full suite of US-based and global datasets and analytical models. You will partner with data scientists, analytical experts and thought leaders across the organization to inform strategic recommendations on behalf of Private Equity clients within our growing Due Diligence Consulting practice.
  <br/>
  <br/>
 </p>
 <p>
  As an ideal candidate for this role, you are a powerful communicator and effective project leader with strong analytical and storytelling skills, deep expertise leveraging point-of-sale and consumer data to provide holistic assessments on industries, categories and brands, and comfortable engaging multiple stakeholders at executive or c-suite level. You understand the language of Private Equity and the nuances of the due diligence process, and you anticipate and tackle client questions before they arise.
  <br/>
  <br/>
 </p>
 <p>
  You are naturally curious, always building on your understanding of market and consumer trends and their implications to the world of Private Equity and Financial Services clients in general. As a thought leader, you&rsquo;re comfortable working with a wide range of datasets as a part of your &lsquo;toolkit,&rsquo; and you understand the power of cultivating a robust and diverse internal network to draw from as consultative partners. You also work well in a collaborative and dynamic environment, as part of NIQ&rsquo;s Financial Services team.
  <br/>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities
   <br/>
   <br/>
  </strong>
 </p>
 <ul>
  <li>
   Leverage your knowledge of the marketplace, analytical expertise and storytelling skills to spearhead due diligence projects from outline to final delivery stage
  </li>
  <li>
   Understand drivers of company performance and how to derive them using various NIQ datasets and models. Articulate the relevant implications of your findings to key external stakeholders and support your fact-based assumptions with confidence
  </li>
  <li>
   Develop strong relationships with Private Equity clients to ensure you understand their specific needs and priorities as part of their due diligence considerations
  </li>
  <li>
   Support adoption and usage of raw datasets among prospects and current clients by showing their value through your insights and analytical point-of-view, providing deep dives and consultative expertise as needed
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelors or Advanced degree in Statistics, Engineering, Economics, or Finance or fields that employ rigorous data analysis preferred. A Master's in business administration or financial mathematics is a plus
  </li>
  <li>
   Minimum 5 years&rsquo; experience in Consulting, Analytics, or Brand Strategy
  </li>
  <li>
   Experience working with Private Equity and/or Brand Corp Dev teams preferred
  </li>
  <li>
   Strong applied statistics skills preferred
  </li>
  <li>
   Proficiency with Python, R, SAS or MATLAB or SQL/relational databases is a plus
  </li>
  <li>
   Advanced knowledge of Microsoft Excel
  </li>
  <li>
   Strong verbal, presentation, and written skills
  </li>
  <li>
   Strong planning and organizational skills
  </li>
  <li>
   Desire to learn and continually upgrade skills
  </li>
  <li>
   Disposition to simplify research, work processes, and complex statistical concepts
  </li>
  <li>
   Quantitative aptitude with proven data analysis and problem-solving skills
  </li>
  <li>
   Ability to work independently, as part of a team, and communicate technical concepts clearly and concisely in oral and written form
  </li>
  <li>
   Ability to work under tight deadlines and in a fast-paced environment
  </li>
 </ul>
 <p>
  <strong>
   US Benefits
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   <br/>
  </strong>
 </p>
 <ul>
  <li>
   Comprehensive healthcare plan (medical, Rx, dental, and vision)
  </li>
  <li>
   Flexible spending accounts and a Health Savings Account (including company contributions)
  </li>
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   Life and AD&amp;D insurance
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   401(k) retirement plan including company matching contributions
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   Disability insurance
  </li>
  <li>
   Tuition Reimbursement
  </li>
  <li>
   Discretionary paid time off program and 11 paid holidays
  </li>
  <li>
   Flexible working environment
  </li>
  <li>
   Volunteer time off
  </li>
  <li>
   LinkedIn Learning
  </li>
  <li>
   Employee-Assistance-Program (EAP)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Additional Information
  <br/>
  <br/>
 </strong>
 <p>
  This role has a market-competitive salary with an anticipated base compensation of the following range:
  <strong>
   $105,500.00 - $140,000.00.
  </strong>
  Actual salaries will vary depending on a candidate&rsquo;s experience, qualifications, skills, and location. This role might also be eligible for a sales-based incentive or performance-based bonus. Other benefits include flexible working environment, comprehensive health insurance, industry-leading parental leave, life insurance, education support and more.
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 </p>
 <p>
  <strong>
   Our Benefits
   <br/>
   <br/>
  </strong>
 </p>
 <ul>
  <li>
   Flexible working environment
  </li>
  <li>
   Volunteer time off
  </li>
  <li>
   LinkedIn Learning
  </li>
  <li>
   Employee-Assistance-Program (EAP)
  </li>
 </ul>
 <br/>
 <p>
  <strong>
   About NIQ
   <br/>
   <br/>
  </strong>
 </p>
 <p>
  NIQ is the world&rsquo;s leading consumer intelligence company, delivering the most complete understanding of consumer buying behavior and revealing new pathways to growth. In 2023, NIQ combined with GfK, bringing together the two industry leaders with unparalleled global reach. With a holistic retail read and the most comprehensive consumer insights&mdash;delivered with advanced analytics through state-of-the-art platforms&mdash;NIQ delivers the Full View&trade;. NIQ is an Advent International portfolio company with operations in 100+ markets, covering more than 90% of the world&rsquo;s population.
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 </p>
 <p>
  For more information, visit NIQ.com
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 </p>
 <p>
  Want to keep up with our latest updates?
  <br/>
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 </p>
 <p>
  Follow us on: LinkedIn | Instagram | Twitter | Facebook
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 </p>
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 <p>
  <strong>
   Our commitment to Diversity, Equity, and Inclusion
   <br/>
   <br/>
  </strong>
 </p>
 <p>
  At NIQ, we are steadfast in our commitment to fostering an inclusive workplace that mirrors the rich diversity of the communities and markets we serve. We believe that embracing a wide range of perspectives drives innovation and excellence.  All employment decisions at NIQ are made without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable laws. We invite individuals who share our dedication to inclusivity and equity to join us in making a meaningful impact. To learn more about our ongoing efforts in diversity and inclusion, please visit the https://nielseniq.com/global/en/news-center/diversity-inclusion
  <br/>
  <br/>
 </p>
</div>


Associate Director, Private Equity Due Diligence Insights & Analysis

West Monroe

<div><div><p><b>Are you ready to make an impact?</b></p></div><p>
West Monroe is seeking an Experienced Consultant with prior experience in and a strong passion for the Software &amp; High-Tech industry to join our Chicago, New York, or San Francisco office. Our offices serve an array of interesting and exciting Software &amp; High-Tech, Private Equity, and Corporate Strategic clients across the nation.</p>
<p>
As an Experienced Consultant, you will work in small teams to serve Software &amp; High-Tech clients and Private Equity investors with a focus on software, TMT, and tech-enabled services businesses. Engagements range across market growth strategy, product strategy, operational improvement of functions such as R&amp;D / Engineering, Customer Support, Customer Success, etc., margin optimization, due diligence, and merger integrations / carve-outs.</p>
<p>
In addition to client delivery, you will have the opportunity to assist with business development (hunting new clients and building relationships with existing), along with contributing to internal practice development leadership. Experienced Consultant's within West Monroe have three main responsibilities:</p>
<p><b>
Client Delivery</b></p>
<ul>
<li>Support teams serving Software &amp; High-Tech and Private Equity clients while demonstrating advisory capabilities with high level client counterparts such as C-level executives, Business Unit GMs, and Private Equity Deal and Operating Partners</li>
<li>Contribute to fast-paced due diligence engagements for Private Equity and Corporate Strategic clients investing in Software &amp; High-Tech, with an ability to evaluate the market opportunity, product technology, operating model, and their effects on margins, revenue, and growth risks.</li>
<li>Play a key role in strategy &amp; operational projects within the Software &amp; High-Tech sector (e.g., post-merger integration, carve-out/divestitures, operating model transformation) focused on initiatives such as product strategy, target operating model development, post-sales operations and retention improvement, and transaction program advisory.</li>
<li>Drive market research (TAM, market growth dynamics, headwinds / tailwinds, competitive landscape), analysis of software financials (revenue mix by product/geo/BU, gross /net retention and churn, SaaS margins, etc.), analysis of key software functions (R&amp;D / Engineering, sales &amp; marketing, customer success / support, etc.)</li>
<li>Drive creation of project deliverables such as executive-level PowerPoint decks summarizing findings / analysis and synthesizing recommendations, development of financial models e.g. multi-year P&amp;L forecasts</li>
</ul>
<p><b>Practice Development</b></p>
<ul>
<li>Build data-driven methodologies and assets for evaluating Software &amp; High-Tech businesses and manage related internal initiatives</li>
<li>Enhance analysis and presentation frameworks used in Software &amp; High-Tech advisory</li>
<li>Collaborate with a team of Software &amp; High-Tech industry, technology and operational consulting teams to develop and enhance delivery capabilities across West Monroe's practice areas</li>
<li>Actively participate in the performance management process</li>
<li>Actively participate in recruiting and retaining top quality consultants</li>
<li>Assist with company campus and experienced recruiting</li>
</ul>
<p><b>Business Development</b></p>
<ul>
<li>Support opportunities to provide prospects and clients with advisory services for Software &amp; High-Tech businesses and Private Equity Investors; collaborate with practice partners to support these opportunities</li>
<li>Understand client investment needs/constraints and help tailor proposals appropriately to meet their needs</li>
<li>Develop go-to-market messaging and sales materials to support business development for prospects and clients</li>
<li>Create work plans, pricing estimates, and risk assessments for potential engagements</li>
<li>Actively participate in Software / Technology and M&amp;A industry events</li>
<li>Attend networking events and actively build and leverage a professional network and affiliate network in the local community</li>
</ul>
<p><b>Qualifications:</b></p>
<ul>
<li>Minimum of 2+ years of work experience including at least one of the following:</li>
<li>Team-based, client-facing management, technology, or strategy consulting to Software and/or high-tech clients</li>
<li>Operational role within the Software &amp; High-Tech sector</li>
<li>M&amp;A experience at strategic acquirer</li>
<li>Experienced in specific Software &amp; High-Tech sub-sectors (e.g. FinTech, Healthcare IT, Marketing Tech, etc.) preferred, but not mandatory</li>
<li>Knowledge of go-to-market practices in a technology business, e.g., sales effectiveness, pricing, sales operations, etc.</li>
<li>Excellent organizational, verbal and written communication skills</li>
<li>Experience managing client relationships</li>
<li>Strong analytical, problem solving, and quality assurance experience</li>
<li>Strong communication skills to be able to work with C-level clients</li>
<li>Ability to work permanently in the United States without sponsorship</li></ul><p></p><div><br>
<h3 class="jobSectionHeader"><b>
Other consultancies talk at you.</b><br>
<b>At West Monroe, we work with you.</b></h3>
<p>
We're a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.</p>
<p>
The combination of business and technology is not new, but how we bring them together is unique. We're fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.</p>
<p>
At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what's next.</p>
<p>
You'll feel the difference in how we work. We show up personally. We're right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn't a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.</p><br>
<p></p>
<p><b>
West Monroe</b><b> </b><b>is an Equal Employment Opportunity Employer</b><br>
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com.</p>
<p>
Please review our current policy regarding use of generative artificial intelligence during the application process.</p>
<p>
If you are based in California, we encourage you to read West Monroe's Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.</p></div></div>

Experienced Consultant, High Tech & Software

Jefferies

<div>
 <p>
  Jefferies is a global investment banking firm that has served companies and investors for over 60 years. Headquartered in New York, with offices in more than 30 cities worldwide, Jefferies provides clients with comprehensive capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth and asset management. The firm offers a full range of investment banking services, including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory solutions across the Americas, Europe, and Asia. Jefferies is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified holding company.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Group Description:
  </strong>
 </p>
 <p>
  The
  <strong>
   Latin America Coverage Group
  </strong>
  within Jefferies Investment Banking delivers a full suite of advisory and capital markets capabilities to clients across diverse sectors in Latin America. Our team partners with leading corporations, financial sponsors, and institutional investors to execute complex transactions in a region experiencing dynamic economic growth and increasing global integration. We specialize in cross-border M&amp;A, equity and debt capital markets, and strategic advisory services, leveraging Jefferies&rsquo; global platform to provide tailored solutions for clients operating in or expanding into Latin America.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   About the Role:
  </strong>
 </p>
 <p>
  We are seeking an experienced
  <strong>
   Investment Banking Analyst/Associate
  </strong>
  to join our Latin America Coverage team in New York. This role offers a unique opportunity to work closely with senior bankers, including the Head of the LatAm Group and Managing Directors, on high-profile transactions across multiple industries such as Technology, Healthcare, and Industrials. The successful candidate will gain exposure to significant M&amp;A, equity, and debt deal activity and will have the opportunity to develop into a calling officer, building long-term client relationships with private and public companies throughout the region.
 </p>
 <p>
  <strong>
   Primary Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Lead the execution of equity and debt financings, M&amp;A, and restructuring/recapitalization transactions.
  </li>
  <li>
   Perform detailed financial analyses, including valuation, discounted cash flow, pro forma merger, precedent transaction, and comparable company analyses.
  </li>
  <li>
   Prepare client-facing materials such as pitch books, offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses.
  </li>
  <li>
   Conduct due diligence and analyze corporate and financial information to support transaction execution.
  </li>
  <li>
   Develop and maintain client relationships through active involvement in deal execution and strategic pitching.
  </li>
  <li>
   Collaborate on mandates for Latin American clients where language skills and cultural understanding are critical.
  </li>
  <li>
   Engage directly with senior executive management teams of client organizations.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Required Qualifications
  </strong>
 </p>
 <ul>
  <li>
   Native Spanish fluency.
  </li>
  <li>
   Strong familiarity with the business and capital markets environment in Latin America.
  </li>
  <li>
   Undergraduate degree with 1&ndash;3 years of investment banking experience.
  </li>
  <li>
   Proficiency in financial modeling and structuring for cross-border M&amp;A transactions, as well as debt and equity capital markets offerings.
  </li>
  <li>
   Ability to work effectively on multicultural and multilingual projects.
  </li>
  <li>
   Currently based in New York or willing to relocate.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Desired Skills &amp; Experience
  </strong>
 </p>
 <ul>
  <li>
   Advanced financial modeling, financial statement analysis, and accounting knowledge.
  </li>
  <li>
   Exceptional written and verbal communication skills.
  </li>
  <li>
   Highly detail-oriented with strong critical thinking and problem-solving abilities.
  </li>
  <li>
   Ability to manage multiple transactions and projects simultaneously.
  </li>
  <li>
   Resourceful, self-motivated, and capable of working independently.
  </li>
  <li>
   Proven team player with leadership potential.
  </li>
 </ul>
 <p>
 </p>
</div>


Investment Banking Analyst/Associate | Latin America Coverage

Lead Edge Capital

<div>
 <strong>
  The Firm
  <br/>
  <br/>
 </strong>
 Lead Edge Capital is a $5 billion growth equity firm backing software, internet, and tech-enabled businesses around the world. Since 2011, we&rsquo;ve partnered with over 100 companies, including Alibaba, Asana, Toast, Duo Security, Wise, and Benchling, and have seen more than 60 successful exits. We look for companies where our network can make a difference, and where speed, access, and execution matter. We&rsquo;re powered by a global network of 700+ operators, executives, and entrepreneurs who do more than commit capital. They help our companies hire, grow, and win. Lead Edge has offices in New York, London, and Santa Barbara.
 <br/>
 <br/>
 <strong>
  Overview
  <br/>
  <br/>
 </strong>
 An Investment Associate will be given a significant level of responsibility and operate as a member of a lean team to execute all aspects of the investment process, including analyzing, structuring, monitoring, and exiting investments. You will have a high level of exposure to the firm&rsquo;s senior investment professionals and will have a unique opportunity to learn from an experienced technology investment team with a proven track record and significant domain expertise.
 <br/>
 <br/>
 <strong>
  Duties And Responsibilities
  <br/>
  <br/>
 </strong>
 This Investment Associate will work as a key member of our investment team, primarily responsible for evaluating interesting investments for our fund. Your main roles and responsibilities are outlined below.
 <br/>
 <br/>
 <ul>
  <li>
   Investment Diligence &ndash; As exciting opportunities are surfaced; you will become part of a deal team responsible for a full evaluation of the deal. Your primary responsibility will be getting to the right answer quickly, prioritizing the key qualitative and quantitative questions to inform the deal team&rsquo;s go/no-go decision. As the deal team moves into the later stages of a process, you will work to create detailed operating models, retention and waterfall analysis, investment committee materials, and post-close value creation plans.
  </li>
  <li>
   Portfolio Company Support &ndash; Following the close of a deal, you will support the Lead Edge Partner on the deal by becoming a trusted advisor to management, participating in board activities and strategic projects as needed. These activities often include the hiring of key executives, reporting and board material creation, strategic customer introductions through the LEC network, and financial plan setting.
  </li>
  <li>
   Research &ndash; You will play a critical role in the investment and idea generation process at Lead Edge. You will develop thoughtful views on areas of thematic interest through outside-in-market work (expert network calls, market mapping, synthesizing industry research) and direct conversations with entrepreneurs. Occasional travel may be involved as you attend conferences or in-person meetings with prospective management teams.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   2-3 years of work experience in investment banking and/or growth equity and private equity
  </li>
  <li>
   Demonstrated interest in working in or around the technology industry
  </li>
  <li>
   Proficient with the Microsoft Office Suite
  </li>
  <li>
   Familiar with CRM tools such as Salesforce
  </li>
  <li>
   Able to produce internal deliverables such as investment memos/presentations
  </li>
  <li>
   Mastery of financial modeling and detailed KPI analysis
  </li>
  <li>
   Demonstrated interest in entrepreneurship and venture capital/growth equity
  </li>
  <li>
   Team-first orientation with the ability to contribute to firm culture
  </li>
  <li>
   This is an in-person role based in New York City. Applicants must be in or willing to relocate to the New York area
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Compensation
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   The budgeted base salary range is $125,000-$160,000. Total compensation will include base salary and performance-based bonus. Total package will be commensurate with qualifications and experience and will be highly competitive relative to market. Actual pay will be adjusted based on experience.
  </li>
 </ul>
</div>


Associate

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>Vice President, Product Specialist, AlpInvest Investor Relations
</div></div><div><div>Location:
</div><div>New York/OVA
</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, November 14, 2025
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Position Summary
</b></h3></div></div><div><div><div><div><div><b>Segment Profile: Carlyle AlpInvest</b></div><div>
Carlyle AlpInvest (&ldquo;AlpInvest&rdquo;) helps investors meet their objectives through tailored portfolio construction and rigorous investment selection. AlpInvest currently manages over $90 billion of AUM across private equity and credit investments, and is a leading investor across the Secondary, Co-Investment, Portfolio Finance (NAV / Fund finance), and Primary Fund markets. The segment has approximately 200 employees based in New York, London, Amsterdam, Hong Kong and Tokyo.</div><div></div><div><b><br>
Department Description:</b></div><div>
The AlpInvest Investor Relations (&ldquo;IR&rdquo;) team is responsible for IR-related activities across the segment, as well as new business development and fundraising activities across both its flagship fund products, as well as multi-strategy solutions for both institutional and private wealth client bases.</div><div></div><div><b><br>
Position Summary:</b></div><div>
Carlyle AlpInvest seeks to hire a Vice President, Product Specialist within the Investor Relations Team, supporting fundraising, business development, and capital markets initiatives for AlpInvest&rsquo;s rapidly growing Portfolio Finance franchise. Portfolio Finance at AlpInvest includes our Strategic Portfolio Finance segment, which is bifurcated into two flagship funds dedicated to investing in direct Portfolio Finance (NAV Lending) investments and Private Credit Secondary Investments. The platform also includes AlpInvest&rsquo;s Senior Portfolio Lending business which makes similar investments with a focus on investment grade capital solutions lower down on the risk return curve. Finally, the right professional will also have an opportunity to gain exposure to AlpInvest&rsquo;s growing Structured Products fundraising platform, work on the syndication of deal level co-investments, and support the issuance and client service functions for both new and existing rated note feeders, collateralized fund obligations and other potential securitization type products.</div><div><br>
</div><div></div><br>
<div>The Portfolio Finance Product Specialist plays a critical role in driving the Portfolio Finance team&rsquo;s fundraising and capital markets efforts and will work collaboratively with the broader AlpInvest IR team, Carlyle&rsquo;s global sales force and relationship managers, Portfolio Finance Product leadership, and the strategy&rsquo;s investment team. This person will work across the entire product lifecycle from ideation and structuring, to fundraising execution and ongoing client service. They will serve as a subject matter expert providing detailed investment information, market insights, performance updates, and education to client stakeholders while also sitting at the internal nexus of the business to assist across a wide range of strategic initiatives.</div><div></div><div><br>
The role will include significant interaction with existing limited partners and prospective investors. The successful candidate must be able to build expertise in AlpInvest&rsquo;s Credit Oriented strategies, prioritize multiple projects and work under pressure in a deadline oriented environment while consistently delivering high quality work product. Ideally, the right candidate brings a pro-active and growth oriented attitude to the role and operates well within a small team environment. This is a unique opportunity for someone to join one of the most quickly growing business segments across Carlyle AlpInvest.</div>
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Responsibilities
</b></h3></div></div><div><div><div><div><div><ul><li>Partner with AlpInvest&rsquo;s Head of IR, Portfolio Finance product leadership, internal investment teams and sales professionals to develop and execute sales and marketing strategies around AlpInvest&rsquo;s credit oriented commingled funds, separate accounts, co-invest syndications, and structured products issuances.</li><li>
Provide ongoing, real-time updates on product performance, market trends, and the competitive landscape to relationship managers, investor clients, and other internal stakeholders.</li><li>
Research product design best practices to inform future commingled fund products and potential products targeted towards the insurance and retail investor channels</li><li>
Create tailored, high-impact content such as flipbooks, DDQs, quarterly investor updates and a broad array of other marketing, research, and diligence materials on an as needed basis.</li><li>
Respond to client inquiries on the Portfolio Finance strategies and underlying market trends.</li><li>
Support sales meetings and presentations with investment insights and portfolio updates.</li><li>
Collaborate with marketing, investor services, product strategy, and business development teams to support product development, marketing, and other initiatives.</li><li>
Conduct competitive research across alternative asset classes and product structures to maintain market awareness.</li><li>
Drafting and positioning of marketing materials for AlpInvest funds and new product initiatives</li><li>
Support development of due diligence materials and legal documentation</li><li>
Assist segment leadership with new product and strategy initiatives, and presentations to Firm leadership</li><li>
Work with senior leadership to support key presentations internally and externally</li><li>
Serve as internal expert on AlpInvest products to support the global Sales team</li><li>
Provide training and mentorship to junior members of the AlpInvest Portfolio Finance Product team and broader AlpInvest IR team</li></ul></div>
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Qualifications
</b></h3></div></div><div><div><div><div><div><b>Education &amp; Certificates</b></div><div><ul><li>
Bachelor&rsquo;s degree required</li><li>
Series 7 and 63 required or must be obtained within 90 days after commencement</li><li>
CAIA, CFA preferred</li></ul></div><div></div><div><b><br>
Professional Experience</b></div><div><ul><li>
Minimum 7-10 years of experience in investment banking, asset management, consulting, or capital markets, ideally with a focus on alternatives/private credit.</li><li>
Strong understanding of private equity products, market dynamics, and client needs.</li><li>
Excellent communication, presentation, and client relationship skills.</li><li>
Ability to work collaboratively across teams and with clients.</li><li>
Experience working with or knowledge of leading alternative asset managers</li><li>
Self-Starter, with the ability to work well under pressure</li><li>
Strong interpersonal skills</li><li>
Strong organizational skills and detail oriented; attention to detail</li><li>
Excellent written and oral communication skills</li><li>
Flexibility to handle multiple tasks and changing priorities</li><li>
Demonstrated ability to work effectively as part of a team</li></ul></div><div></div><div><b><br>
Position-specific Technical Requirements</b></div><div><ul><li>
Advanced Microsoft Office (including Excel and PowerPoint) skills required</li><li>
CRM system including DealCloud is preferred</li><li>
Ability to quickly develop competency in manipulating various reporting platforms and systems to obtain usable LP data</li></ul></div><div></div><div><b><br>
Benefits/Compensation</b></div><div>
The compensation range for this role is specific to New York 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 $200,000.</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><br>
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle.</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 $474 billion of assets under management and more than half of the AUM managed by women, across 660 investment vehicles as of September 30, 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 2,400 professionals operating in 27 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 &amp; government services, consumer &amp; retail, energy, financial services, healthcare, industrial, real estate, technology &amp; business services, telecommunications &amp; media and transportation.</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; 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.</p></div></div></div></div></div></div></div></div><p></p>

Vice President, Product Specialist, AlpInvest Investor Relations

Social Capital Resources

<div>
 <p>
  <strong>
   Top-Tier Bank in Midtown, Manhattan is seeking an Underwriting &amp; Portfolio Analyst (Project Finance) for a long-term, temporary-to-permanent position!
  </strong>
 </p>
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  <br/>
 </p>
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  <strong>
   Responsibilities:
  </strong>
 </p>
 <p>
  <br/>
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 <ul>
  <li>
   Assisting the Head of the Team and Portfolio Manager in managing the existing loan portfolio
  </li>
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   Support relationship managers in drafting credit applications, performing credit analysis, and conducting commercial due diligence
  </li>
  <li>
   Ensuring compliance, risk management, and internal controls
  </li>
  <li>
   Perform Know Your Customer (KYC) due diligence in compliance with bank requirements
  </li>
  <li>
   Function as a deal-closing coordinator and prepare necessary paperwork
  </li>
  <li>
   Assist relationship managers in credit analysis tasks
  </li>
  <li>
   Prepare KYC reviews and reports
  </li>
  <li>
   Assist portfolio manager in portfolio-level monitoring
  </li>
  <li>
   Assisting with Post Disbursement Management
  </li>
 </ul>
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  <br/>
 </p>
 <p>
  <strong>
   Qualifications:
  </strong>
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  <br/>
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  <li>
   Bachelor&rsquo;s degree
  </li>
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   Strong credit, financial analysis, quantitative, and analytical skills
  </li>
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   Experience in credit reasoning, credit writing, and financial modeling
  </li>
  <li>
   Experience in KYC due diligence and banking operations
  </li>
  <li>
   Prior banking experience, ideally in a commercial bank
  </li>
  <li>
   1-5 years experience with Project Finance
  </li>
  <li>
   Excellent written and verbal communication skills.
  </li>
 </ul>
</div>


Underwriting & Portfolio Analyst (Project Finance)

<div><div><div><div>United States - New Jersey, United States - New York, United States - North Carolina</div>
</div><div><div>Digital, Information Technology (IT)</div>
</div><div><div>Group Functions
</div></div><div><p><b>Job Reference #</b></p>
<div>329727BR</div>
</div><div><p><b>City</b></p>
<div>New York, Raleigh, Weehawken</div>
</div><div><p><b>Job Type</b></p>
<div>Full Time
</div></div><div><p><b>Your role</b></p>
<div>Are you passionate about bringing systems to life? Are you good at problem solving, finding solutions? Are you interested in leading people to improve digital client on-boarding processes using technology and drive revenue, profitability, and NPS for the firm?<br>
<br>
We're looking for a Java Engineer to help us build and deliver an enterprise digital Client due diligence platform including Initial Due Diligence (KYC/AML) and Period due diligence (PKR) platforms.<br>
<br>
<ul><li>Delivery responsibility: design, develop, implement, and mange technology platforms in the client onboarding / lifecycle management areas</li><li>Delivery responsibility: Apply a broad range of full stack development, security, reliability, and integration technologies on the Azure platform to help the team deliver a robust and scalable platform</li><li>Delivery responsibility: Integrate with advisory workstation, client due-diligence systems, case management systems, data / document management, workflow management, and other foundational platforms to deliver a seamless experience for the client and advisor.</li><li>Delivery responsibility: manage platform technical roadmap to ensure modern capabilities are continuously evaluated and onboarded to deliver business value</li><li>Technology leadership &amp; Relationship Management: develop and foster partnership with cross functional teams including banking and wealth management businesses, risk/reg/compliance, records management, cloud infrastructure, security and architecture office to ensure platform meets firm&rsquo;s requirements</li></ul><br>
Detailed salary information:<br>
<ul><li>Weehawken, New York: the salary range for this role is $150000 to $205000</li></ul>
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.</div>
</div><div><p><b>Your team</b></p>
<div>In this role you will be accountable for platforms and projects in Periodic KYC Reviews. This is a hands-on technology role working in US. You will also work with broader team members distributed across US, Poland and India.<br>
Diversity helps us grow, together. That&rsquo;s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.</div>
</div><div><p><b>Your expertise</b></p>
<ul><li>Expert hands-on knowledge in designing, developing, and delivering large, scalable and distributed systems</li><li>Experienced in Java/J2EE, React JS, Kafka, REST APIs, microservices, and event driven architecture
</li><li>Working knowledge of application frameworks such as Spring Boot &amp; Micronaut</li><li>Good knowledge of cloud technologies including Docker, Kubernetes and other cloud-native services preferably in Microsoft Azure.
</li><li>Azure Data Factory (ADF), Azure Data Lake (ADLS) &amp; Databricks a huge plus.</li><li>Good SQL and data analysis skills. Experience in NoSQL DBs like CosmosDB or MongoDB a huge plus</li><li>Good UNIX/Linux experiences and scripting skills including scheduling/automation like AutoSys or TWS</li><li>Excellent communication skills and team player</li><li>Working knowledge of Agile development processes and tools</li><li>Analytical and methodical problem solving and debugging skills</li><li>Leading a team of resources across geographies and managing a business-critical platform</li><li>Good at communication and team coaching / management skills</li><li>Tuned to Finance industry and / or service provider culture</li></ul>
</div><div><p><b>About us</b></p>
<div>UBS is the world&rsquo;s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal &amp; Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.<br>
<br>
We have a presence in all major financial centers in more than 50 countries.</div>
</div><div><p><b>How we hire</b></p>
<div>We may request you to complete one or more assessments during the application process. Learn more</div>
</div><div><p><b>Salary information</b></p>
<div>US Only: The expected salary range for this role is $150000 to $205000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see &laquo;Your role&raquo; section for detailed salary information.</div>
</div><div><p><b>Join us</b></p>
<div>At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We&rsquo;re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That&rsquo;s why collaboration is at the heart of everything we do. Because together, we&rsquo;re more than ourselves.<br>
<br>
We&rsquo;re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.</div>
</div><div><p><b>Disclaimer / Policy statements</b></p>
<div>UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.</div></div></div></div><div></div>

Backend Engineer, Periodic KYC Reviews

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