Basic information

Job Name:

Analyst - 2 Year

Location:

Shanghai

Line of Business:

Global Private Equity

Job Function:

Investment Professionals

Date:

Monday, October 13, 2025

Position Summary

The role is a critical component of The Carlyle Group. The Analyst is a two-year program (with optional 6 months extension) where the Analyst will work in a fully integrated manner with Carlyle China and global investment professionals, various functional teams, and Carlyle’s senior operating executives. The breadth of industries, the multiple types of investments and the in-depth exposure of investment and exit decisions, will provide a unique opportunity to gain significant business, investing and analytical experience. This two-year experience will provide a solid foundation for the Analyst – 2 Year in their future career aspirations, including developing strong skillsets and visions in the evolving private equity industry, and pursuing higher studies of management education in top business schools globally.

Responsibilities

Perform business, operational and financial analysis to facilitate assessment of investment opportunities and management of portfolio companies.
Build up financial model reflective of business fundamentals; perform quantitative analysis on return profile and leverage scenarios.
Conduct business, financial, legal, IT and compliance due diligence on prospective investment targets along with other senior deal team members and external vendors or advisors.
Prepare internal & external reporting materials including but not limited to Investment Committee Memos, portfolio review materials and other team discussion materials.
Work closely with management teams on driving value creation initiatives for portfolio companies.
Help discover long-term investment themes amid the dynamic macro and market environment and shape the long-term investment strategy for Carlyle in China.

Qualifications

Education & Certificates

· Undergraduate or University Degree or above from a highly regarded institution.

· Excellent academic performance in school.

· Well recognized qualifications or certificates in financial, accounting, IT or languages will be a plus.

Professional Experience

1-2 years of relevant work experience at an investment bank, private equity firm, equity research firm, management consulting or similar setting. Fresh graduate with at least 9 months of extensive internship experience will also be considered.
Strong business integrity, teamwork spirit, sense of responsibility and quick-learning capability.

Competencies & Attributes

· Strong verbal and written skills in English and Mandarin.

· Strong research capabilities.

· Excellent Microsoft Office usage and modeling skills.

· Excellent interpersonal and presentation skills, self-motivated and independent.

· Ability to communicate confidently and effectively with individuals at all levels of the organization, including senior management.

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.