2 Year Analyst - Portfolio Operations, Global Investment Resources
Carlyle Investment Management, LLC

Job Info

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Position Summary

Carlyle's Global Investment Resources ("GIR" of "Portfolio Operations") team supports our $161 billion Global Private Equity (GPE) and $66 billion Credit segment, engaging with portfolio companies and Investment Teams across seven functional areas. The GIR Analyst position will provide project management and administrative support for our 7 functional area leaders across Revenue Growth, Digital, Technology, Procurement, Talent and Organization Performance, Environmental, Social, and Governance (ESG), and Government and Regulatory Affairs. This individual will also support the GIR's Director with reporting, operations, and strategy as the GIR continues to scale to support our investment team and portfolio companies' needs. Furthermore, the Analyst will support Investment Teams during diligence processes, querying Carlyle's institutional knowledge, engaging GIR functional leaders, and building strong relationships with our investment teams across GPE and Credit. The ideal candidate is analytically minded and entrepreneurial, familiar with Private Equity, and looking for a two-year, pre-MBA experience in Private Equity portfolio operations.

Key Duties/Responsibilities

• Manage day to day communication with various stakeholders across GPE and Credit investment teams, coordinating with appropriate GIR resources
• Provide project management and administrative support to the 7 GIR functional area leaders
• Own and update GIR presentation materials as needed for fundraising, investment pitches, portfolio company onboarding, and other uses
• Execute investment team inquiries regarding portfolio data, history, credentials, institutional knowledge, and relationships
• Analyze portfolio data and create infographics, pitch slides, and written materials based on data analysis
• Execute requests from senior management for portfolio analysis, historical credentials, and other Carlyle information
• Execute ad hoc fundraising requests from Investor Relations team
• Create and distribute newsletters and reporting
• Assist GIR leadership in creation and maintenance of training, tracking, and management documentation
• Support GIR leadership in ongoing operational work and strategy development
• Manage the central communications, responding to portfolio inquiries and other correspondence
• Collect and centrally manage institutional knowledge and materials
• Oversee day to day operations, support requests, and portfolio company inbounds
• Support GIR administration on an ad hoc basis
• Help manage central technology and knowledge management solutions

Qualifications

Knowledge and Experience

• While structured learning and coaching will be provided, the following qualifications are recommended:
• Minimum of 2 years of overall professional experience, required
• Minimum of 2 years of experience working in Investment Banking, or Management Consulting, ideally with experience in Private Equity, Venture Capital, or Corporate Strategy
• Strong analytical skills and tools including Microsoft Office Suite (PowerPoint, Excel, etc.)
• Excellent communication skills
• Knowledge of private equity/asset management business
• Ability to translate strategic directions and business objectives into tactical work plans
• Experience running high-impact initiatives within organizations
• Active listening skills with the intellectual agility to integrate new information and develop recommendations
• Well organized and disciplined approach to work effort and project management
• Ability to work independently if needed and navigate a dynamic environment including partnership with various people to accomplish key initiatives.
• Superb interpersonal skills with excellent written and verbal communication on strategic, financial and operational areas
• Interest in pursuing MBA following Analyst position

Education and Certifications

• Bachelor's degree required (Business degree strongly preferred)

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $260 billion of assets under management and more than half of the AUM managed by women, across 437 investment vehicles as of March 31, 2021. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 1,800 professionals operating in 29 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. As our Chief Executive Officer, Kewsong Lee, stated, "We seek to attract individuals from a broad set of backgrounds and experiences because we know that diverse teams ask better questions and inclusive teams find better answers. Our diverse and inclusive community makes us better partners and ultimately, helps us to build better."

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