Senior Analyst, Fund Management GPE - Transactions
The Carlyle Group
Position Summary
Carlyle is seeking a Sr. Analyst to join the team leading transaction structuring and execution workstreams across the Asia Corporate Private Equity portfolio (covering buyout and growth strategies).
This role will be primarily responsible for: project managing the transaction structuring and execution workstreams in coordination with the Asia tax segment lead, Legal team and external tax/legal advisors; building relationships with the Asia investment teams and other stakeholders and supporting them on transaction execution; and enhancing the operational rigor around the transaction execution process.
We are looking for a unique collection of skills: an excellent executor with strong structuring, legal and tax experience; a self-starter with superb project management, organization, and relationship-building skills; and an insightful, risk-management focused leader.
Responsibilities
Transaction Execution:
- Assist in leading the closings of new investments, portfolio activity (dividends, recaps), and dispositions.
- Coordinate with various stakeholders to ensure efficient and successful transaction execution (e.g., Tax, Legal, and ESG teams as well as external tax and legal advisors, banking partners, and administrators).
- Diligently manage funding execution—including FX transactions for non-USD investments as well as coordination with Carlyle’s payment operations team and administrators.
- Maintain awareness of important market & policy developments.
Risk-management:
- Identify potential areas of transaction, legal and tax risks; collaborate with FM leadership and relevant stakeholders to assess and manage.
- Liaise with legal advisors, internal stakeholders, and overseas administrators to manage corporate governance matters.
- Monitor transaction-related financing covenants to ensure compliance with applicable thresholds and manage timely reporting to external parties.
Project and Organizational Management:
- Design procedures and tools to enhance operational rigor and efficiency across the transaction execution process.
- Build, implement, and manage a best-in-class transaction document repository, complete with financial, tax, and legal documentation.
Qualifications
Education & Certificates
- Bachelor's degree required
- Concentration in Accounting, Finance or Economics preferred
- Exceptional candidates in other majors considered, particularly those with relevant coursework or professional experience and strong analytical and quantitative skills
Professional Experience
- 2-5 years of overall relevant experience, required
- Experience in one or more of the following functions: legal, accounting or tax, preferred
- A strong mastery of complex legal entity structures and corporate governance.
- Exceptional ability to quickly digest information about unfamiliar topics and ability to thrive in a fast-paced environment.
Competencies & Attributes
- Strong interpersonal skills and a desire to build trusted relationships across a diverse set of stakeholders.
- Excellent organizational skills and attention to detail.
- In lieu of a typical cover letter, please attach a document responding to the following questions:
- Describe an example where you identified, escalated, managed, and resolved a key business risk. 1-2 paragraphs, please.
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. 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 Carlyle AlpInvest - 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.