Senior Analyst, Central Analytics & Reporting
Carlyle Investment Management, LLC

Position Summary

The Central Analytics & Reporting ("CA&R") team provides centralized support in the completion of existing reporting deliverables and requests, including providing data, managing data collection, reviewing reporting outputs for content, compliance, format, and promoting consistency and standardization. Additionally, CA&R is tasked to create new reporting dashboards and other automated outputs to create best-in-class reporting for our investors and to drive efficiencies in production and review processes via automation. When providing data to stakeholders, CA&R must gather requested inputs and share data in a meaningful way, providing stakeholders access to relevant information for decision-making.

The Senior Analyst plays a significant role in the production of recurring reporting deliverables, including the Quarterly Update to Investors ("QUI") reports. The Senior Analyst will be responsible for reviewing content prepared by deal teams, drafting content leveraging current technology, coordinating data needed for reports from other departments, and assembling an accurate and complete draft. Additionally, the Senior Analyst will be responsible for preparing and responding to data requests, both internal and external, by leveraging existing reporting tools. The Senior Analyst must gain a solid understanding of the Carlyle data model to be successful. This position must be able to prioritize multiple tasks from multiple stakeholders in a deadline-oriented environment while maintaining strong attention to detail and communication skills.

The Senior Analyst will be an active participant in technology projects, collaborating with CA&R colleagues, Fund Management, Product Owners, and Global Technology and Solutions ("GTS") to improve reporting technology, data collection and ultimately, to drive efficiencies and scale in the preparation and review of recurring reporting deliverables using tools such as Seismic, PowerBI, and OneMetric. The Senior Analyst must gain an understanding of reporting needs, write requirements, and work with GTS to develop, test and implement new solutions.

Responsibilities

• Recurring Reporting Deliverables: Preparation of investor reporting deliverables including the QUI and Investor Advisory Committee materials for Corporate Private Equity and Natural Resources funds. Responsibilities include:
• Review of content drafted by deal teams and Fund Management, communication / follow-up when questions arise
• Coordination of data needed for reporting deliverable with other departments, clear communications of needs and timeline
• Compilation of final deliverables following review protocols established by the CA&R team
• Data Requests: Coordinate and complete ad hoc and LP data requests.
• Create new reports or dashboards utilizing the technology tools available to the team
• Perform self-check of work to ensure data compiled is accurate and complete, meets the needs of the requestor, and is delivered on a timely basis
• Value Stream projects: Alongside CA&R leadership, participate in the prioritization and development of technology enhancements and process improvements that can increase automation and efficiency related to reporting. Actively share ideas and solicit others' input to influence the technology and operational strategy. Participate in requirements meetings, status updates and user testing, ensuring that the goal of the value stream is achieved through the work completed.
• Training & Communications: Create procedure manuals for CA&R team members to train on the creation and compilation of deliverables, including the use of checklists to drive accuracy and trust in deliverables. Draft communications for stakeholders (Investment Professionals, Fund Management) related to reporting timelines and functionality enhancements and/or process changes.
  

Qualifications

• Accounting, Finance or Economics degree preferred
• Exceptional candidates in other majors considered, particularly those with relevant coursework or professional experience and strong analytical and quantitative skills
• Minimum 3 years of relevant experience
• Demonstrated record of expertise in quantitative analysis and financial modelling
• Advanced Microsoft Office (including Excel and PowerPoint) skills required
• Ability to operate in a demanding and fast paced environment and balance multiple tasks
• Strong, confident, and proactive communication skills required - frequent direct communication with Investment Professionals and Fund Management colleagues
• Self-starter: Creative thinker that can provide solutions to roadblocks encountered
• Strong interpersonal skills necessary; confidence to escalate existing or potential issues or delays and identify potential solutions
• Strong organizational skills: high-quality work product, attention to detail, and accuracy are required
• Demonstrated ability to work effectively as part of a team; seek and identify ways to make contributions that improve processes, mitigate risk, and increase the effectiveness of the team overall
• High integrity and must be able to maintain confidentiality of sensitive and proprietary matters

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $382 billion of assets under management and more than half of the AUM managed by women, across 600 investment vehicles as of September 30, 2023. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,200 professionals operating in 28 offices in North America, South 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 know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.

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