Senior Analyst, Fund Management Global Private Equity

Department Description

The Fund Management ("FM") team is responsible for the operations of Carlyle's Global Private Equity ("GPE") investment funds, serving as a true strategic partner to Carlyle's investment teams. FM: (1) partners with segment and fund leadership in setting strategic direction and decision-making; (2) collaborates with the business to ensure strong risk management and high performance; (3) connects the business to the broader organization 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 to managing risk and compliance.

This Senior Analyst role sits within the GPE Fund Management function at the segment level, above individual fund families, providing centralized analytical and strategic support across the GPE platform. Successful members of the FM team are highly adaptable, able to shift gears quickly, and comfortable managing multiple high-priority deliverables under tight deadlines.

Position Summary

The Senior Analyst sits at the center of Carlyle's Global Private Equity Fund Management function, supporting the Associate Vice President across financial analysis, segment planning, and executive-level deliverables. This role is responsible for connecting financial analysis with strategic narrative, transforming complex data into clear, actionable insights that inform decision-making.

A core pillar of this role is owning the budget and reforecast function for the GPE CFO group, including variance analysis, multi-year forecasting, and contributing to the team's oversight of GPE's financial plan. Operating at the segment level, the Senior Analyst develops a deep understanding of GPE as a whole, contributing to high-impact initiatives spanning financial planning, performance management, and strategic analysis.

The ideal candidate is intellectually curious, highly analytical, and comfortable operating with autonomy. They take ownership of workstreams end-to-end and demonstrate strong judgment in prioritizing competing demands.

In-Office Requirement: 4 days per week

Responsibilities

• Build and maintain dynamic financial models supporting segment-level planning, budgeting, reforecasting, and strategic decision-making
• Own the budget-to-actual tracking process, monitor variances and identify key drivers, and work with the Associate Vice President on delivering clear commentary for senior leadership review
• Facilitate the annual budget and reforecast processes for the GPE CFO group, coordinating inputs across fund families and functional teams
• Develop and maintain multi-year financial forecasts across GPE, building deep fluency in the segment's financial profile and projections
• Develop high-quality presentation materials for quarterly business reviews, investor communications, and internal leadership
• Synthesize complex financial and operational data into clear, concise narratives for the Associate Vice President and senior leadership
• Support long-term planning, including scenario analysis and evaluation of growth initiatives and new product opportunities
• Collaborate with the Associate Vice President and team leadership to develop ad hoc Fund Management-related materials and analysis
• Participate in working groups for department and firm-wide initiatives, including technology enhancements and process improvements
• Leverage data tools and emerging technologies (including generative AI) to enhance analytical capabilities and improve efficiency

Requirements

Education & Certificates

• Bachelor's degree required
• Concentration in Finance, Accounting, or Economics preferred
• CPA or CFA coursework or certification is a plus, but not required

Professional Experience

• 2-4 years of relevant experience in finance, accounting, or a related field, required
• Financial services experience preferred

Competencies & Attributes

• Strong financial modeling and analytical skills, with high attention to detail
• Exceptional PowerPoint and storytelling abilities, with a focus on communicating to senior audiences
• Demonstrated ability to manage multiple priorities and operate independently in a high-performance environment
• Experience in FP&A functions such as monthly/quarterly reporting, financial modeling, and business partnering preferred
• Strong interpersonal and communication skills, with the ability to engage effectively with senior stakeholders
• Intellectual curiosity and a proactive approach to problem-solving
• Familiarity with data tools and a demonstrated interest in leveraging technology to enhance analysis
• Availability outside of normal business hours during quarter-end cycles and on special projects
• High integrity and ability to handle sensitive and confidential information
• Interest in alternative asset management and financial services

Benefits/Compensation

The compensation range for this role is specific to Washington D.C. and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.

The anticipated base salary range for this role is $105,000 to $110,000.

In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.

Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle.

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.