Analyst, Fund Management
Carlyle Investment Management
firm compliance matters, including monitoring fund and side letter arrangements and ensuring compliance with all internal policies and procedures related to investment carve-out execution and investor reportingCoordinate closely with the investment and valuation teams as well as external valuation experts to prepare, analyse and review investment valuationsPrepare reports and analyses for quarterly business and portfolio reviewsAd Hoc ResponsibilitiesParticipate in new business initiatives including creating and diligencing investment programs and investment opportunities, by developing various fund models, forecasts, projections, and other analysesLead or participate in the evaluation, implementation and development of certain technology initiatives and actively share ideas and solicit others’ input to influence the technology and operational strategyCoordinate and complete ad hoc internal and investor requests Qualifications Accounting or Finance degree, requiredMinimum 3.5 GPA, required3 to 5 years of prior experience in an analytical or financial role  Strong, confident, and proactive communication skills required - frequent direct in person communication with Investment Professionals (Internal) and Investors (External)Advanced Microsoft Office (including Excel and PowerPoint) skills requiredAbility to work in a fast paced and demanding environment and balance multiple tasks; demonstrate forward-thinking communicationSignificant overtime as well as availability outside of normal business hours required frequently, especially during quarterly reporting or valuation cycles or during times of known transaction activitySelf-starter; consistently drive work product to completion without follow-up from your team members or managersStrong interpersonal skills a must; confidence to escalate existing or potential issues or delays and identify potential solutionsStrong organizational skills; high-quality work product, attention to detail, and accuracy are requiredDemonstrated ability to work effectively as part of a team; seek and identify ways to make contributions that improve processes, mitigate risk, and increase the effectiveness of the team overallHigh integrity and must be able to maintain confidentiality of sensitive and proprietary matters Company Information The Carlyle Group (NASDAQ: CG) is a global investment firm with $223 billion of assets under management across 362 investment vehicles as of June 30, 2019. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world’s largest and most successful investment firms, with more than 1,775 professionals operating in 33 offices in North America, South America, Europe, the Middle East, Africa, Asia and Australia. 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 four segments – Corporate Private Equity, Real Assets, Global Credit and Investment Solutions – 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. , US
6d ago

Position Summary

The Insurance and Managed Accounts Fund Management team is responsible for delivering on Carlyle’s strategic objective to extend Carlyle’s investment capabilities into the insurance sector and providing financial and operational support on investments made by Carlyle’s strategic clients.

This role is responsible for financial reporting, portfolio and investment analysis and modeling, transaction support, investment valuations, forecasting and budgeting, working capital management, supporting the fundraising process and any other matters that come up from time to time in the general management and operations of the accounts and investments of Carlyle’s strategic clients.

This role is also responsible for advancing and integrating the team’s processes into Carlyle’s operational and technology roadmap.

This role will intersect with all business segments of Carlyle and therefore requires working collaboratively with multiple functions and teams regularly as well as an understanding of multiple asset classes and product types.

This position must be able to prioritize multiple tasks from multiple stakeholders while maintaining strong attention to detail and work effectively under pressure in a deadline oriented environment.

Responsibilities

Recurring Responsibilities

  • Prepare and analyze bespoke, high-quality investor reporting, including quarterly performance metrics (e.g. portfolio returns and investment activity), exposure analyses, qualitative summaries, supporting schedules and other analyses, for strategic investment programs with commitments across the Carlyle platform, by utilizing different systems and sources
  • Develop, maintain and analyse investment plans and forecasts for strategic investment programs, including :
  • Long-term net asset value and net investment income projections, provided to external chief investment officers for budgeting and planning purposes on a quarterly basis
  • Near-term liquidity forecasts to inform cash management activities for our clients and for internal purposes (bi-weekly)
  • Assist with the preparation of and provide support for fund and business line operating budgets through completion of operating revenue and expense projections, including fund-level models and business line P&L reports
  • Coordinate closely with fund management and partnership accounting teams to manage deal execution activities, including issuing capital call and distribution notices to investors and working capital management procedures
  • Assist with legal and fund / firm compliance matters, including monitoring fund and side letter arrangements and ensuring compliance with all internal policies and procedures related to investment carve-out execution and investor reporting
  • Coordinate closely with the investment and valuation teams as well as external valuation experts to prepare, analyse and review investment valuations
  • Prepare reports and analyses for quarterly business and portfolio reviews
  • Ad Hoc Responsibilities

  • Participate in new business initiatives including creating and diligencing investment programs and investment opportunities, by developing various fund models, forecasts, projections, and other analyses
  • Lead or participate in the evaluation, implementation and development of certain technology initiatives and actively share ideas and solicit others’ input to influence the technology and operational strategy
  • Coordinate and complete ad hoc internal and investor requests
  • Qualifications

  • Accounting or Finance degree, required
  • Minimum 3.5 GPA, required
  • 3 to 5 years of prior experience in an analytical or financial role
  • Strong, confident, and proactive communication skills required - frequent direct in person communication with Investment Professionals (Internal) and Investors (External)
  • Advanced Microsoft Office (including Excel and PowerPoint) skills required
  • Ability to work in a fast paced and demanding environment and balance multiple tasks; demonstrate forward-thinking communication
  • Significant overtime as well as availability outside of normal business hours required frequently, especially during quarterly reporting or valuation cycles or during times of known transaction activity
  • Self-starter; consistently drive work product to completion without follow-up from your team members or managers
  • Strong interpersonal skills a must; confidence to escalate existing or potential issues or delays and identify potential solutions
  • Strong organizational skills; high-quality work product, attention to detail, and accuracy are required
  • Demonstrated ability to work effectively as part of a team; seek and identify ways to make contributions that improve processes, mitigate risk, and increase the effectiveness of the team overall
  • High integrity and must be able to maintain confidentiality of sensitive and proprietary matters
  • Company Information

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