BASIC INFORMATION

Job Name:
Executive Assistant, Investor Relations
Location:
Los Angeles
Line of Business:
Investor Relations
Job Function:
Investor Services
Date:
Wednesday, April 30, 2025

POSITION SUMMARY

The principal responsibility of this position is to provide executive administrative support to Carlyle’s Investor Relations team, including three Managing Directors, one Principal, one Vice President and two to three analysts.

EDUCATION & CERTIFICATES

• Bachelor’s degree strongly preferred

PROFESSIONAL EXPERIENCE

• At least 7+ years of experience in a professional, corporate environment supporting senior professionals
• Excellent Microsoft Office Skills (including PowerPoint, Word and Excel)
• Knowledge in CRM database (DealCloud) a plus
• Roadshow experience is a plus

• Proactively maintain calendars, contacts and tasks (primarily done through Microsoft Office); schedule and coordinate internal and external meetings and events, including tracking attendance, registering and greeting guests, ordering, setting up and taking down catering in meeting rooms.
• Coordinate complex and ever-changing domestic and international travel arrangements, which include flights (commercial and private), hotel reservations, car service, internal and client meetings, and events, etc. This also includes checking managers into flights, tracking flights (and weather), and troubleshooting travel problems, if they arise, including after hours or on weekends, as needed.
• Booking conference rooms, making lunch/dinner reservations, planning team events and assisting with team conferences.
• Expenses: Review, edit and complete expense reimbursement reports (which can involve appropriate foreign currency conversions) primarily using Concur; work with AP for timely payments and track reimbursements.
• Investor Relations: Maintain CRM and run reports as needed for team.
• Perform general administrative and office tasks including, but not limited to, preparing correspondence, file organization, data entry, maintaining contact lists and process documents, archiving and preparing and printing pre-meeting materials for review, assist with moderate printing, copying, filing and mailing.
• Prepare, print and, where necessary, ship presentation materials to ensure such materials are available for team onsite and during travel.
• Printing and putting together pitch books.
• Collaborate with IT (in a remote office) to ensure that audio/visual components are set up and functional in advance of meetings.
• Order supplies for the office and retrieve guests/deliveries from office reception.
• Assist with special projects as needed; proactively anticipate work assignments whenever possible.
• Maintain confidentiality of all sensitive and confidential issues.
• Building strong professional relationships with colleagues in all Carlyle offices worldwide.
• Other reasonably related duties as assigned.