Basic information

Job Name:

Senior Analyst, Global Credit Finance

Location:

New York/340

Line of Business:

Finance

Job Function:

Investor Services

Date:

Wednesday, December 17, 2025

Position Summary

The Senior Analyst will play a key role across various teams within Carlyle’s Global Credit Finance department, supporting fund management, accounting, reporting, investor relations, and operational processes. This position is ideal for individuals with strong technical accounting backgrounds, analytical thinking, and the ability to collaborate cross-functionally across internal teams and external service providers. The role requires a high level of attention to detail, strong communication skills, and a working knowledge of the private credit or alternative investment industry.

In-Office Requirements: 4 days per week in-office

Responsibilities

Accounting, Reporting & Fund Oversight

Coordinate and review accounting close packages, NAVs, financial statements, and capital account activity prepared by third-party administrators (TPAs).
Review and validate performance metrics, fee calculations, incentive/carry models, and valuation materials.
Assist in audit coordination and interim/year-end financial reporting, including responses to auditor inquiries and SOX documentation.
Prepare investor reporting materials and internal dashboards.

Finance & Operations Support

Collaborate with internal teams and external providers to execute and monitor investment transactions.
Monitor fund-level liquidity, credit facility usage, capital activity, and expense tracking.
Assist in fund modeling, including budget forecasts, ENI, and cash flow projections.
Support daily operations such as vendor payments, reconciliations, and internal reporting workflows.

Investor & Front Office Engagement

Partner with investor relations and portfolio management to fulfill investor requests and ad hoc analysis.
Contribute to fundraising efforts by preparing due diligence materials and reviewing side letters and fund closing documentation.
Collaborate across deal, legal, tax, and operations teams to support fund launches and ongoing initiatives.

Data Analysis & Strategic Projects

Analyze financial and operational data for AUM, ENI, and performance reporting.
Contribute to process improvement initiatives and special projects, including reporting automation and tech-enabled efficiencies.

Qualifications

Education & Certificates

Bachelor’s degree, required
Concentration in Accounting or Finance, preferred
CPA Preferred

Professional Experience

Minimum of 3–5 years of overall relevant experience, required
Experience in private credit, fund accounting, or public accounting, preferred
Experience with closed-end fund structures and Big 4 background a plus
Familiarity with fund accounting systems (e.g., Advent Geneva) and credit investment products is a plus
Proven ability to manage multiple deliverables with strong attention to detail

Competencies & Attributes

Motivated, analytical, and detail-oriented
Strong communication and interpersonal skills
Proficient in Excel, Word, and PowerPoint; experience with Alteryx, Power BI, or similar tools is a plus
Ability to thrive in a fast-paced, collaborative environment
Comfortable working independently and as part of a team

Benefits/Compensation

The compensation range for this role is specific to New York City 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 $90,000 to $120,000.

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.

Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $474 billion of assets under management and more than half of the AUM managed by women, across 660 investment vehicles as of September 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 2,400 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.