Position Summary
The Associate will join the Secondaries & Portfolio Finance Investments team within AlpInvest Partners, a leading private equity investor wholly owned by The Carlyle Group. This role offers the opportunity to contribute meaningfully to a high-performing team that specializes in innovative secondary transactions and capital solutions across the private equity landscape.
You will operate in a collaborative, flat team environment alongside experienced professionals, engaging directly with complex investment opportunities. The Associate role is well-suited for individuals with strong analytical abilities, a proactive mindset, and an interest in shaping outcomes across a range of private equity transactions. With global exposure and full access to Carlyle’s resources, this role offers professional development and growth within a platform designed to support long-term career ambitions.
The role will leverage AI technologies to streamline operations, enhance decision-making, and drive execution of key responsibilities with greater efficiency and impact. While AI is a powerful enabler, it does not replace strategic thinking; human insight and judgment will remain essential.
Responsibilities
- Conduct detailed company-level financial analysis across a broad range of industries.
- Build and maintain fund-level and credit-like cash flow models.
- Prepare comprehensive due diligence materials and investment committee proposals.
- Lead due diligence meetings and manage follow-up communication with internal and external stakeholders.
- Research and evaluate complex private equity investment structures such as fund restructurings, secondary directs, and spin-outs.
- Analyze and recommend solutions for NAV loans, GP financing structures, and LP interest financings.
- Monitor existing investments through regular engagement with General Partners, including participation in advisory board meetings.
- Develop investment theses and express an independent point of view on proposed transactions.
- Support innovation across transaction structuring and risk mitigation strategies in collaboration with senior deal team members.
Some of the responsibilities may be supported through the use of AI technologies, allowing greater focus on the following strategic areas:
- Developing comprehensive financial models and investment specific analysis
- Enhancing judgment around risk-adjusted returns across different market environments
- Identifying complex, high-conviction investment themes across different secondaries investment portfolios and structures
Qualifications
Education & Certifications
- Bachelor’s degree from an accredited institution is required.
- Concentrations in Finance, Economics, Business, or a quantitative discipline are preferred.
Professional Experience
- Minimum of 2 years of relevant experience in investment banking, private equity, private credit, or a similar transaction-focused environment.
- Demonstrated expertise in financial modeling, valuation, and transaction structuring.
- Exposure to complex investment scenarios such as leveraged buyouts, restructurings, or structured financings.
- Familiarity with conducting comprehensive due diligence and presenting investment recommendations.
- Excellent verbal and written communication skills; ability to distill and articulate complex ideas clearly and succinctly.
- Experience managing projects across multiple workstreams under tight timelines.
- Interest in understanding the business fundamentals of diverse industries.
