Senior Analyst, Valuation and Analytics at Carlyle Investment Management, LLC in New York, New York

Job Description:

Position Summary


We are seeking a highly motivated and dynamic professional to join our Product Control function within the Fund Management team for Global Credit. In this newly created role, you will focus on Fund FP&A and Analytics for Private Credit investments, supporting the financial planning, analysis, and strategic decision-making process. This individual will be responsible for developing and managing fund financial models, analyzing fund performance and preparing forecasts.


This role offers the unique opportunity to collaborate with cross-functional teams, including Global FP&A, Fund Management, Portfolio Management, and Deal Teams, ensuring alignment on financial objectives and strategic initiatives. Beyond the core responsibilities, this position will play a pivotal role in refining processes within the rapidly growing credit segment. You will help drive improvements in operational efficiency, process transformations, and contribute to various strategic initiatives such as technology implementations. This is an exciting opportunity for a results-driven individual with strong analytical skills, finance expertise, and the ability to thrive in a fast-paced, high-impact environment.
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Responsibilities



Fund Reporting & Analytics (40%)

• Develop and maintain detailed financial models for fund forecasting, budgeting, and various scenario analysis. Drive continuous improvements in modeling capabilities to create scalable, robust solutions that align with segment's growth and goals. Understanding of fund structures and key performance metrics is a plus.


• Conduct sensitivity analysis and scenario modeling to identify risks and opportunities for fund optimization.


• Enhance and automate reporting tools and dashboards to provide actionable insights for key stakeholders to support their strategic decision-making process.


• Facilitate alignment on fund forecasts and budgets through conversations with the deal team, portfolio management, and Corporate F&PA. Provide insights into fund revenue and expense management, ensuring alignment with fund objectives.


• Identify and implement process improvements to elevate the efficiency and accuracy of fund analytics and reporting.

Valuations (45%)

• Assist in reviewing investment valuations across all Private Credit funds, including Private Equities and Private Real Estate, Collateralized Loan Obligations (CLOs) and Asset-Backed Securities (ABS) ensuring valuation models are sound and assumptions are well-documented and supportable.


• Facilitate alignment on valuation marks through conversations with the deal team, portfolio management, and third-party valuation firms.


• Support the development and refinement of valuation models to better address credit investments.

Process/Technology Initiatives (15%)

• Assist in driving strategy within vertical on data and technology initiatives with respect to investment, fund, and investor data to drive consistent reporting across products.


• Document policies and guidelines, partnering with other functions, that helps improve quality and promotes consistency across Global Credit


• Promote ongoing adherence to established policies and guidelines, promoting a culture of compliance and consistency throughout the organization.

Qualifications


Education & Certificates

• Bachelor's degree, required


• Concentration in Finance, Economics, or Accounting, preferred


• CFA or progress towards CFA is a plus

Professional Experience

• Minimum of 3-5 years of overall relevant experience required.


• Prior experience in private credit, with a focus on financial modeling and fund FP&A a plus


• Firm understanding of credit fund mechanics and key performance metrics


• In-depth knowledge and experience analyzing and modelling cash flows


• Advanced proficiency in Microsoft Excel. Familiarity with Anaplan a plus


• Strong finance and reporting experience with advanced knowledge of the alternative investment industry


• Ability to work across departments and teams in a collaborative and efficient manner

Competencies & Attributes

• Self-starter with a strong willingness to learn


• Strong communication and interpersonal skills to work with a wide range of individuals and personalities


• Strong organizational skills and detail oriented


• Excellent communication skills - both written and oral


• Demonstrated ability to work effectively as part of a team and successfully manage multiple responsibilities under strict deadlines

Benefits/Compensation



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.


The anticipated base salary range for this role is $90,000 to $110,000.


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.



Company Information


The Carlyle Group (NASDAQ: CG) is a global investment firm with $441 billion of assets under management and more than half of the AUM managed by women, across 612 investment vehicles as of September 30, 2024. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 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 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 believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "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." 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. Apply Now