Senior Analyst
The Carlyle Group
Position Summary
Position Summary
The Fund Management (FM) Team manages the operations of Carlyle’s investment funds, collaborating with Deal Teams on valuations, portfolio reviews, and transactions, while ensuring operational and financial excellence across fund activities. As a Fund Management Analyst, you will support the execution of valuations, investor reporting, and deal-related processes, playing a critical role in fund operations. This role is ideal for a detail-oriented, analytical thinker who thrives in a fast-paced, high-performance environment and contributes to continuous improvement initiatives.
Responsibilities
Primary Responsibilities
- Analyze quarterly valuations and maintain supporting documentation for Carlyle portfolio companies.
- Assist with fund performance reporting and investor information requests.
- Support investment closings by managing funds flow documentation and execution of transactions.
- Develop and contribute to ad-hoc analyses, presentations, and fund-related materials.
- Participate in fundraising initiatives by aid in marketing materials and due diligence responses.
- Support capital call and distribution processes and draft associated notices.
- Assist in variance analysis, and performance metric reporting.
- Provide support during audit and control testing processes, liaising with relevant stakeholders.
Qualifications
Key Skills & Attributes
- Strong analytical and quantitative skills, with a focus on financial modeling and data visualization.
- Detail-oriented with the ability to manage multiple priorities under tight deadlines.
- Solid foundation in accounting and finance, with a desire to deepen private equity knowledge.
- Excellent communication and collaboration abilities across teams.
- Self-motivated, proactive, and adaptable in a dynamic environment.
What You Bring
- 2–4 years of experience in finance, asset management, or a related analytical role.
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- Advanced Excel and PowerPoint skills.
- Strong organizational skills with a high level of integrity and discretion.
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $477 billion of assets under management, across 678 investment vehicles as of December 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 2,500 professionals operating in 27 offices in North America, Europe, the Middle East, Asia and Australia.
Carlyle’s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for 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 deep expertise across industries, markets, and geographies.
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." Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.