Business Analyst, Client Solutions Group Technology

The Carlyle Group • New York, NY

1d • $115,000 - $135,000 • Hybrid

About The Position

Carlyle is seeking a Business Analyst to support technology initiatives within Client Solutions Group Technology for the Firm’s institutional fundraising, sales, and investor services teams. The role supports Salesforce, Carlyle’s institutional sales and client relationship management platform, and contributes to its implementation and the broader modernization of the fundraising and client service technology stack.

Working closely with the product manager and business stakeholders, the Business Analyst gathers and documents requirements, writes user stories and acceptance criteria, supports testing and release activities, builds reports and dashboards, and helps improve investor and prospect data quality. The role works directly with fundraising, sales, and investor services teams and requires strong communication, relationship-building, and attention to detail.

The position is based in an office four days per week. Its key deliverables include documented requirements and user stories, thorough test coverage and user acceptance testing, improved investor, prospect, and pipeline data quality, regularly used business reports and dashboards, current platform documentation, and responsive day-to-day Salesforce user support.

Requirements

• Bachelor’s degree required.
• Minimum of 2–4 years of experience in product management or business analyst roles.
• Hands-on experience owning or implementing a CRM platform, preferably Salesforce, including configuration, release management, and reporting.
• Experience leading or playing a central role in a CRM or enterprise platform implementation, including data validation, user training, and rollout.
• Experience with data analytics and business intelligence tools to generate insights, define KPIs, and support data-driven decision-making.
• Experience managing vendor platforms or SaaS implementations, and directing business analyst, quality assurance, or partner resources.
• Strong understanding of data management, governance, and integration frameworks.
• Experience working in Agile delivery environments.
• Strong attention to detail and ability to complete detailed, repetitive work accurately.
• Strong relationship-building skills and ability to earn business users’ trust.
• Excellent written and verbal communication skills, including clear documentation and translating between technical and business language.
• Organized self-starter able to manage competing requests, ask questions early, and follow through independently.
• Advanced proficiency in Microsoft Excel, including data analysis and pivot tables.

Nice To Haves

• Concentration in Information Systems, Computer Science, Business, or a related field.
• Graduate-level degree.
• Experience in Private Equity, Financial Services, or Technology.
• Familiarity with institutional fundraising, client coverage, or sales processes; experience supporting commercial or front office users is a strong plus.
• Eagerness to develop hands-on Salesforce skills, including pursuing Salesforce Administrator certification.

Responsibilities

• Meet with fundraising, sales, and investor services users to understand their processes and document requirements for enhancements and new capabilities.
• Write user stories and acceptance criteria, and maintain the Jira backlog under the direction of the product manager.
• Write and execute test scripts, coordinate user acceptance testing, log and track defects, and support releases, including post-release validation.
• Document current and future state workflows, configuration decisions, and platform processes.
• Support day-to-day Salesforce operations, including intake and triage of user questions and requests.
• Help maintain the investor and prospect data model and perform data cleanup, validation, and hygiene work.
• Build and maintain reports and dashboards covering pipeline, activity, and data quality.
• Pull and analyze data in response to business requests and clearly present findings.
• Support Salesforce integrations with investor onboarding, fund accounting, marketing automation, document management, and downstream reporting platforms.
• Support user training, office hours, documentation, and release communications.
• Track platform usage and data quality measures, and flag patterns and issues to the product manager.
• Identify recurring manual work and workflow friction, and propose improvements.
• Contribute to incorporating AI and automation into fundraising, sales, and investor services workflows.
• Build working relationships with business and technology partners, communicate status and blockers, and escalate risks and issues early.

Benefits

• Comprehensive retirement benefits.
• Health insurance.
• Life insurance and disability benefits.
• Paid time off.
• Paid holidays.
• Family planning benefits.
• Wellness programs.
• Potential eligibility to participate in an annual discretionary incentive program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level