Portfolio Analytics, Carlyle Private Equity Partners

Carlyle Investment Management • New York, NY

234d • $250,000

About The Position

This position will play a critical role within Carlyle's Global Private Equity (GPE) group, supporting the continued build-out and strategic expansion of the Carlyle Private Equity Partners (CPEP) platform—a global evergreen private equity strategy targeting retail investors. This individual will drive investment diligence, portfolio construction, cross-functional coordination, Carlyle balance sheet structuring considerations, fundraising / marketing, and team development efforts. The ideal candidate will bring strong analytical rigor, sound judgment, and a track record of execution in private equity or a related investment environment.

Requirements

• 4+ years of experience in portfolio management, multi-asset risk management, private equity, investment banking, asset management, or a related financial services environment.
• Strong modeling, analytical, and problem-solving skills, with experience managing fund-level economics and portfolio reporting.
• Demonstrated ability to lead deal processes, coordinate across functional teams, and influence outcomes.
• Excellent communication skills, with the ability to articulate complex ideas to both technical and non-technical audiences.
• Entrepreneurial mindset with a strong sense of ownership, attention to detail, and comfort operating in a fast-paced, evolving environment.
• Collaborative and team-oriented with experience mentoring junior professionals.
• Bachelor's degree required.

Responsibilities

• Manage and refine the portfolio analytics framework to track performance across individual investments, integrating insights from internal and external sources.
• Oversee and enhance the fund-level CPEP model, sensitivities, liquidity management, and scenario analyses, ensuring strategic insights and decision support for senior leadership.
• Partner with Carlyle's Global Research & Investment Strategy team to shape multi-asset portfolio positioning and macro-driven investment theses.
• Collaborate to devise best practices with structuring, balance sheet, and other considerations to optimize investor performance.
• Work collaboratively with existing CPEP team on product formation, US and International fund launches and structuring efforts to create new business at Carlyle.
• Serve as a key liaison with the investor relations and product strategy teams to support client communications, marketing efforts, and fundraising initiatives with data-driven content.
• Maintain in-depth competitor analysis (e.g., BXPE, KKR Prime, Apollo AAA Series) and recommend enhancements to strengthen CPEP's competitive positioning globally.
• Mentor and manage junior team members, fostering development and supporting a high-performing team culture.
• Support strategic planning, operational scale-up, and ongoing refinement of the CPEP business model in collaboration with senior leadership.

Benefits

• The anticipated base salary for this role is $250,000.
• Comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs.
• Eligibility to participate in an annual discretionary incentive program, dependent on various factors, including individual and organizational performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree