Coordinator, Global Investment Resources
Carlyle Investment Management, LLC

Menlo Park, California

Position Summary

This position will provide project management coordination to Carlyle's Technology Global Investment Resources group, comprised of the Chief Information Officer, 3 regional CIOs and VP, GIR Technology. The Technology GIR Group supports portfolio companies across Carlyle on technology value creation initiatives - helping to maximize technology strategy and operational effectiveness through a range of advisory support including rapid technology assessments, program execution advisory, portfolio engagement events, technology supplier leverage and cybersecurity advisory.

We are seeking a highly motivated individual to join the team, providing project management coordination, technology community engagement coordination and developing a skillset in technology strategy through a range of project work.

Key Duties/Responsibilities

Project Management/Coordination

  • Technology Portfolio Engagement: Maintain portfolio contact database; coordinate communications to portfolio community; coordinate webinar events (invites, speakers, agendas, follow-ups); maintain GIR Technology portal site; manage access to GIR Technology Slack site; maintain GIR Technology Engagement Model; Produce reports on portfolio engagement activity
  • Technology Supplier Program: Maintain inventory of supplier contacts and contracts; schedule Quarterly Business Reviews and key actions; track value creation for main strategic suppliers; respond to supplier inquiries
  • Portfolio Cybersecurity Scan Program: Coordinate execution of bi-annual portfolio cybersecurity scan What is this? Can you explain? (coordination with deal teams, portfolio companies and vendor); process PO, schedule follow-ups with portfolio companies
  • Technology Portfolio Company Events: Assist in planning annual regional events (North America, Latin America, Europe, Asia) hosted by the GIR Technology group; manage agenda creation, event logistics, communications
  • Portfolio Inquiries (In-house market intelligence): Issue portfolio inquiries on topics of interest, summarize findings and curate group discussions as needed.
  • GIR Technology Operational Management: Maintain GIR technology goals dashboard with monthly updates, organize weekly team meeting calls, take notes and follow up on action items
Administrative Support
Provide administrative support to the Chief Information Officer, and Americas CIO, including:
  • Calendar management and the coordination of materials and other resources (i.e. conference rooms, technology) for meetings
  • Coordinate complex domestic and international travel arrangements which include flights, car service, dinner reservations, colleague and client meetings etc. (multi-leg trip with different time zones). This also includes troubleshooting travel problems, if they arise, when either Supervisor is traveling
  • Complete expense reports; work with AP for timely payments and track reimbursements
  • Assist with scheduling C-level candidates for interviews, coordinating with external search firms, putting together confidential assessments, managing and recording phone interviews and manage applicant tracking
  • Field incoming calls and disseminate as appropriate
  • Process invoices and ensure on-time payment
  • Bring a can-do attitude to the work, helping all of us succeed together as a team and proactively seeking out ways to address priorities and needs


Education & Certificates
  • Bachelor's degree, or Associate's degree with at least 5 years of executive admin or project admin experience, required
Professional Experience
  • A minimum of 1+ years' experience in project coordination or project management, required
  • Strong knowledge of Microsoft Office (Word, Excel, PowerPoint)
Competencies & Attributes
  • Excited about the idea of joining an entrepreneurial team focused on technology
  • Strong organizational/project management skills and detail-orientation
  • Polished written and verbal communication skills
  • Pleasant virtual mannerism. Ability to effectively communicate with staff, internal/external executives, and outside vendors, etc. in person and virtually
  • Demonstrated ability to collaborate effectively with the team
  • Ability to adapt and excel in a fast-paced work environment with multiple priorities

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $260 billion of assets under management and more than half of the AUM managed by women, across 437 investment vehicles as of March 31, 2021. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 1,800 professionals operating in 29 offices in North America, South 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 know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business. As our Chief Executive Officer, Kewsong Lee, stated, "We seek to attract individuals from a broad set of backgrounds and experiences because we know that diverse teams ask better questions and inclusive teams find better answers. Our diverse and inclusive community makes us better partners and ultimately, helps us to build better."

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