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    Senior Analyst, Fund Management Global Private Equity - Washington, United States - Avature

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    Description

    Location:
    Washington, DCLine of Business:Finance

    Job Function:
    Investor ServicesDate:Thursday, February 8, 2024Position Summary

    Team Summary

    The Fund Management (FM) team is responsible for the operations of Carlyle's investment funds.

    FM is focused on bringing a broad skillset to serve as a true strategic partner to Carlyle's investment teams ("the business").

    The Fund Management team 1) partners with segment / fund leadership in setting future strategic direction and decision making, primarily focusing on financial and executional considerations, 2) collaborates with the business to ensure strong risk management, seamless execution and high performance, 3) connects the business to the broader organization to enable the business to leverage the full breadth of Carlyle resources, 4) supports business and investor relations teams in proactively managing and growing investor relationships, and 5) brings a combined finance and operational skillset in understanding the business and managing risk / compliance.


    Successful members of the FM team are highly adaptable and able to shift gears quickly, often juggling many high-profile priorities under tight deadlines.

    They have a superior work ethic and embrace that the fast-paced, dynamic nature of our business often requires commitment outside of normal business hours.

    The FM team is a collection of very detail-oriented self-starters that possess intellectual curiosity and an ability to think creatively.

    Position Summary


    The FM Senior Analyst plays a significant role in analyzing the quarterly valuations of the funds' investments, preparing materials to support fundraising initiatives, coordinating with and supporting Carlyle's investment teams to acquire and dispose of investments, providing input into analysis led by the central reporting team, and supporting tactical elements of forecasting / budgeting (fund performance analysis and optimization).

    The FM Senior Analyst also collaborates with their FM fund team to brainstorm and develop ad-hoc Fund Management-related materials and analysis and may also serve on working groups for various department and firm initiatives (i.e., technology enhancement, process improvements, etc.).

    Responsibilities

    Review and analyze quarterly valuations and exit forecasts for fund portfolio companies prepared by investment teams. Own and manage organization and retention of quarterly valuation deliverables and related supporting documentation.
    Coordinate and review quarterly reporting on the performance of Carlyle portfolio companies to both internal and external stakeholders. Respond to internal stakeholder and external investor requests for information on an as needed basis.
    Working with their FM fund team and partnership accounting, support the business by managing cash transactions related to investments.

    This includes organizing investor capital calls and distributions as well as coordinating internal documentation and calculations to effect deal closings and preparing/reviewing/finalizing funds flow procedures.

    Ad-hoc responsibilities as assigned, potentially includingReview portfolio company operational updates and other financial analysis and research.
    Support investment team leadership to prepare presentations for investor meetings.

    Assist with fundraising efforts for new funds, including preparation of marketing materials and preparation of responses to due diligence requests.

    Collect and report miscellaneous performance metrics.
    Developing ad-hoc Fund Management-related materials and analysis.

    Support the fund audit process (with primary responsibility for facilitating the audit of portfolio company valuations) and assist with internal and external transaction and control testing, including preparing transaction close packages, obtaining supporting documentation, facilitating calls between investment teams and auditors, and preparing/analyzing ad-hoc audit requests.

    Assist with the preparation of, and provide support for, annual and quarterly fund operating budgets through completion of revenue and expense projections.

    Perform quarterly budget-to-actual variance analysis.
    Qualifications

    Education & CertificatesAccounting, Finance or Economics concentration, preferredProfessional Experience

    Minimum of 3-5 years of relevant professional experience, requiredDemonstrated record of expertise in quantitative analysis and financial modellingStrong accounting or financial background with the capability and desire to learn the accounting and financial principles related to private equityAdvanced Microsoft Office (including Excel and PowerPoint) skills requiredAbility to operate in a demanding and fast paced environment and balance multiple tasksSignificant overtime as well as availability outside of normal business hours required frequently, especially during quarterly valuation cycles, in connection with deal closings and during fundraising periodsExcellent written and verbal communication skillsSelf-starter with an ownership mentalityStrong interpersonal skills a mustWell-rounded with strong organizational skills and attention to detailDemonstrated ability to work effectively as part of a teamAbility to succeed in a matrix organization with multiple areas of responsibilitiesHigh integrity and dedication to maintaining the confidentiality of sensitive and proprietary materialCompany Information

    The Carlyle Group (


    NASDAQ:
    CG) is a global investment firm with $382 billion of assets under management and more than half of the AUM managed by women, across 600 investment vehicles as of September 30, 2023.

    Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,200 professionals operating in 28 offices in North America, South 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 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.

    At Carlyle, we know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage.

    That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.

    #J-18808-Ljbffr


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