Senior Analyst, Fund Management Global Private Equity

The Carlyle Group•Washington, DC

50d•$105,000 - $110,000•Onsite

About The Position

The Carlyle Group is a global investment firm with significant assets under management. Founded in 1987, it has grown into a leading investment firm with a global presence. Carlyle's purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors. The firm invests across Global Private Equity, Global Credit, and Carlyle AlpInvest, with deep expertise across various industries and markets. Carlyle values a wide spectrum of experiences and viewpoints, emphasizing development, retention, and inclusion through internal processes and Employee Resource Groups. They cultivate a culture where ideas are openly shared and challenged to drive enduring value. The Japan Buyout platform within Carlyle's Global Private Equity segment focuses on five vintages of funds with numerous investments across Technology, Media, and Telecommunications; Consumer, Retail, and Healthcare; and General Industries. The Fund Management (FM) team functions as the Chief Financial Officer for specific Carlyle products or funds. They are responsible for the fund's P&L, including financial forecasting, performance optimization, transaction execution, risk management, and portfolio monitoring. The FM team also plays a crucial role in ideation, design, and crafting executive-level presentations for stakeholders. They collaborate with investment teams to analyze fund performance, legal and compliance professionals for risk assessment, and investor relations for external stakeholder management. Successful FM team members are highly adaptable, capable of managing multiple high-profile priorities under tight deadlines, possess a superior work ethic, and are comfortable with commitments outside normal business hours due to the fast-paced nature of the business. The team comprises detail-oriented self-starters with intellectual curiosity and creative thinking abilities.

Requirements

Bachelor's degree required
Concentration in Accounting, Finance or Economics preferred
Minimum of 3-5 years of relevant professional experience, required
Financial Services experience preferred
Demonstrated record of expertise in quantitative analysis and financial modelling
Strong accounting or financial background with the capability and desire to learn the accounting and financial principles related to private equity
Advanced Microsoft Office (including Excel and PowerPoint) skills required
Ability to operate in a demanding and fast paced environment and balance multiple tasks
Excellent written and verbal communication skills
Self-starter with an ownership mentality
Strong interpersonal skills a must
Well-rounded with strong organizational skills and attention to detail
Demonstrated ability to work effectively as part of a team
Ability to succeed in a matrix organization with multiple areas of responsibilities
High integrity and dedication to maintaining the confidentiality of sensitive and proprietary material

Responsibilities

Review and design presentations summarizing the performance of Carlyle’s Japan funds and portfolio companies to both internal and external stakeholders.
Collect and critically assess projections of investment-level exit valuations prepared by Carlyle's investment professionals. Synthesize the data into a narrative at the investment and fund-level. Design executive-level reporting and narratives around projected fund performance and distribution timing.
Review, evaluate, and prepare executive-level presentations related to quarterly valuations for fund portfolio companies prepared by investment teams. Own and manage the organization and retention of quarterly valuation deliverables and related supporting documentation.
Collaborate with Carlyle's investment professionals to plan, communicate, and operationalize the funding of investment acquisitions and dispositions. This includes reviewing calculations, preparing internal schedules to facilitate communications, drafting messaging for investor capital calls and distributions, and project-managing the execution of the acquisition or disposition transaction.
Collect, analyze, and synthesize performance metrics into takeaways for FM and investment team executives.
Review portfolio company operational updates and other financial analysis and research.
Design and prepare presentations for meetings with investment team executives.
Support fundraising, including ideation, design, and preparation of marketing materials and responses to due diligence requests.
Respond to internal stakeholder and external investor requests for information on an as needed basis.