Analyst, Fund Management

Carlyle

  • London
  • Permanent
  • Full-time
  • 2 months ago
Position SummaryThe 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
  • 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.
QualificationsWhat 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.
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.
Company InformationThe Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 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 2,300 professionals operating in 29 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.

Carlyle