Job Description

Position Summary
Fund Management Team: The FM team is responsible for the operations of Carlyle's investment funds, working closely with the Deal Team on valuations, portfolio reviews, and deal acquisition/exit. The team collaborates with Fund Heads/MDs on fund performance projections and optimization initiatives. While the FM team does not make investment decisions or source assets, it plays a significant role managing and tracking the overall fund performance.
Position Summary: The FM Analyst plays a crucial role in analyzing quarterly valuations of fund investments, supporting fundraising initiatives, coordinating with Carlyle's investment teams for acquisitions and disposals, and providing input for central reporting analysis. They also support forecasting, budgeting, and collaborate with the Fund CFO and FM team on ad-hoc materials and analysis, and participate in various firm initiatives.
Responsibilities
Primary Responsibilities:

• Review and analyze quarterly valuations and exit forecasts for fund portfolio companies.

• Coordinate and review quarterly performance reporting for Carlyle portfolio companies.

• Support Fund CFO and team in funding and closing investments, including complex cash movements.

• Develop ad-hoc Fund Management-related materials and analysis.

• Assist with fundraising efforts, including marketing materials and due diligence responses.

• Collect and report performance metrics and draft capital call/distribution notices.

• Support internal and external audit testing and prepare annual fund operating budgets.

Qualifications

• Strong interpersonal skills, attention to detail, and ability to work effectively in a team.
• Ability to operate in a demanding, fast-paced environment with significant overtime.
• Advanced Microsoft Office skills (Excel and PowerPoint).
• Expertise in quantitative analysis, financial modeling, data analytics, and visualization.
• 3-5 years of experience in an analytical/financial role in asset management.
• Degree in Accounting, Finance, or Economics preferred. Requirements:

Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $447 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.

Skills Required