Basic information
Job Name:
Vice President, Global Credit Finance – Direct Lending
Location:
New York/340
Line of Business:
Finance
Job Function:
Investor Services
Date:
Friday, September 26, 2025
Vice President, Global Credit Finance - Direct Lending
The Carlyle Group
Accounting & Finance
New York, NY, USA
USD 180k-200k / year
Posted on Sep 27, 2025
Position Summary
Global Credit Finance teams serve as strategic business partners operating as the CFO function for the funds they support. Global Credit Finance serves as the connective tissue across deal teams, centralized activities and the broader Carlyle organization.
Carlyle Credit Direct Lending Fund Control team is seeking an experienced individual responsible for supporting all aspects of fund management including finance, operations, tax, fund accounting, and financial reporting. This position requires strong accounting and finance experience, working knowledge of the credit industry, sound organizational and analytical skills as well as the ability to build rapport with Carlyle investors, TPA and the various constituents throughout the firm. This position requires the individual to take full ownership of assigned responsibilities and manage the development of junior team members.
In-Office Requirements: 4 days per week in-office
Responsibilities
Fund Management / Operations
- Coordinate with investment team, legal/tax counsel, and middle office operations team to plan and execute fund and deal closings including legal entity structuring
- Assist with the formation process for all new entities and prepare documentation needed for internal Legal Entity approval, coordinate establishment of tax documentation (W8, W9) for all entities
- Coordinate with Investor Relations on the closing of newly admitted LPs and assist in diligence requests
- Monitor legal compliance with various fund agreements and side letter arrangements
- Direct fund capital activity including capital call calculations, distribution calculations and the carry waterfall analysis, management fee and other allocations or reallocations prepared by the TPA
- Oversee the borrowing/repayments request and compliance reporting across multiple credit facilities
- Review of funds, portfolio, and investor level performance metrics
- Review of revenue projection models and budgeting and re-forecasting files
- Coordinate with Investor relation and the Business on new product launches
- Broadly support the team in building more efficient processes across functions and sufficiently documenting said procedures and policies.
Fund Accounting / Financial Reporting / Investor Reporting
- Review quarterly fund closes based on data received from the TPA, which includes review of related support for all balance sheet and income statement accounts
- Review of accrued and realized carry calculations from the TPA
- Review of capital allocations and capital statements prepared by TPA
- Review of financial statements and related footnotes
- Coordinate interim and year-end audit requests and address questions from external auditors including coordination for SOX and SOC1 testing
- Coordinate preparation of quarterly investor updates
- Interact with investors on a periodic basis and respond to ad hoc request
Management Company Reporting
- Coordinate corporate deliverables and disclosures for firm’s public company reporting
- Review monthly management fee, expense accruals, and quarterly budget analysis as it relates to respective funds
- Manage the monthly working capital review and quarterly billing of expense reimbursements and management fees with Corporate Accounting
Tax Reporting
- Coordinate with in-house and external tax teams on annual review of tax workbooks detailing book to tax difference to tax returns, tax returns, partner K-1s, and, state and local tax allocations.
Qualifications
Education & Certificates
- Bachelor’s degree, required
- Concentration in Accounting and/or Finance, preferred
- CPA required
Professional Experience
- Minimum of 12+ years’ relevant experience, required
- Experience in private credit, strongly preferred
- Experience in alternatives, familiar with fund accounting/GP/LP structures
- Knowledge of U.S. GAAP with an emphasis on accounting for both closed/open ended fund structures and Collateralized Loan Obligations. Knowledge of LUX GAAP, and IFRS a plus.
- Knowledge of private equity and/or credit industry
- Knowledge of Structured Products is a plus
Competencies & Attributes
- Highly motivated; Self-starter
- Ability to work under pressure to meet tight deadlines and balance multiple priorities
- An innovative and analytical thinker with strong problem-solving skills
- Strong organizational skills with the ability to own and see projects to completion
- Strong ability to manage and develop junior team members
- Strong interpersonal skills and a team player
- Excellent interpersonal and communication skills, both written and verbal
Benefits/Compensation
The compensation range for this role is specific to New York and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.
The anticipated base salary range for this role is $180,000 to $200,000.
In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $465 billion of assets under management and more than half of the AUM managed by women, across 652 investment vehicles as of June 30, 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 27 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.