Product Manager, Global Credit Technology - Data Analytics
The Carlyle Group
Position Summary
- Support the definition of product requirements by gathering business needs, documenting user stories, and ensuring acceptance criteria are clear.
- Partner with portfolio management, operations, compliance, and fund management teams to translate needs into technical solutions.
- Manage day-to-day delivery activities within the Analytics Domain, balancing enhancements, production issues, and transformation projects.
- Collaborate with agile teams (developers, analysts, testers) to ensure timely execution and alignment with business priorities.
- Conduct detailed data and process analysis to inform design choices and identify opportunities for improvement & automation.
- Support stakeholder engagement by preparing materials, demos, and updates for business forums and working groups.
- Provide first-line support for production issues and enhancement requests, escalating and prioritizing as needed.
- Build cross-domain relationships to ensure consistent delivery across from Front to Back Office.
Responsibilities
- Elicit, document, and refine product requirements in partnership with business stakeholders.
- Write user stories and acceptance criteria; ensure readiness for agile sprint planning.
- Manage a robust book of work and properly prioritize the backlog of strategy initiatives.
- Validate reporting functionality and data models are up to analytics standards
- Balance ongoing production support with delivery of new features and enhancements.
- Participate in roadmap planning and ideation sessions to shape the future of Carlyle’s Private Credit technology stack.
- Contribute to cross-platform initiatives and firmwide modernization efforts.
- Partner with business stakeholders across Credit to collect requirements for new dashboards, data models, and enhancements.
- Translate business needs into actionable specifications for developers and data teams.
- Ensure that reporting solutions are intuitive, accurate, and aligned with key business OKRs.
- Deliver monthly progress updates on projects, OKRs and roadmap progress to ensure visibility across the analytics platform and alignment with business objectives
- Develop documentation, best practices, and training materials to promote self-service analytics.
- Identify opportunities to automate or enhance manual processes using BI or lightweight analytics scripting.
- Coordinate with other Global Credit Technology product teams, including Order Management, Data Management, Accounting, and Portfolio Management, to align data & reporting strategy, integrations, and cross-system dependencies.
- Support pilots and proofs of concepts or projects that leverage advanced analytics methods (e.g., Python, R, AI-based analytics) to deepen insight into portfolio performance and risk trends.
- Explore & identify potential AI use-cases across the Credit Analytics environment.
- Research new AI toolkits coming to market to drive analytics into the next generation.
Qualifications
- Bachelor’s degree required, preferably in Finance, Economics, Data Analytics, Computer Science, or a related quantitative field.
- 5-7 years of experience in business intelligence, analytics, or product management within financial services, private credit, or asset management.
- Familiarity with investment, portfolio, and performance reporting concepts preferred.
- Hands-on experience with Business Intelligence tools such as Power BI (preferred), Tableau, or Qlik — including dashboard creation, data modeling, and DAX or SQL-based transformations.
- Strong working knowledge of SQL for querying, validating, and reconciling data.
- Experience with agile delivery practices, sprint planning, and backlog management tools (e.g., Jira, Azure DevOps).
- Familiarity with data warehouse environments (e.g., Snowflake, Azure Synapse) and data integration workflows.
- Exposure to Python or R for advanced data analysis or reporting automation. (Preferred)
- Understanding of reporting architecture, APIs, and metadata management a plus.
- Strong communication skills with the ability to liaise between technical and business stakeholders.
- Demonstrated experience prioritizing and delivering analytics solutions in an agile environment.
- Highly organized, detail-oriented, and comfortable balancing multiple projects simultaneously.
- Excellent problem-solving skills with a focus on data accuracy and workflow efficiency.
- Proactive, results-driven, and eager to take ownership of analytics delivery.
- Collaborative and adaptable, thriving in a fast-paced, evolving technology environment.
- Analytical and business-oriented thinker who connects data insights to strategic decision-making and is passionate about advancing Carlyle’s analytics maturity.
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.