Senior Analyst, Fund Management | London, UK

Carlyle; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading investment firm in London is seeking a Senior Analyst for their Fund Management Team. This role involves analyzing fund investments, supporting fundraising initiatives, and collaborating with investment teams. The ideal candidate will have strong analytical skills and experience in asset management. Join a dynamic team focused on optimizing fund performance and contributing to various firm initiatives.

Qualifications

• 3-5 years of experience in an analytical/financial role in asset management.
• Ability to operate in a demanding, fast-paced environment with significant overtime.

Responsibilities

• Review and analyze quarterly valuations and exit forecasts for fund portfolio companies.
• Support Fund CFO and team in funding and closing investments.
• Assist with fundraising efforts, including marketing materials.

Skills

Interpersonal Skills

Attention to Detail

Quantitative Analysis

Data Analytics

Financial Modeling

Education

Degree in Accounting

Degree in Finance

Degree in Economics

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Basic information

Job Name: Senior Analyst, Fund Management

Location: London

Line of Business: Finance

Job Function: Investor Services

Date: Tuesday, February 18, 2025

Position Summary

Fund Management Team: The FM team is responsible for the operations of Carlyle's investment funds, working closely with the Deal Team on valuations, portfolio reviews, and deal acquisition/exit. The team collaborates with Fund Heads/MDs on fund performance projections and optimization initiatives. While the FM team does not make investment decisions or source assets, it plays a significant role in managing and tracking overall fund performance.

Position Summary: The FM Analyst plays a crucial role in analyzing quarterly valuations of fund investments, supporting fundraising initiatives, coordinating with Carlyle's investment teams for acquisitions and disposals, and providing input for central reporting analysis. They also support forecasting, budgeting, collaborate with the Fund CFO and FM team on ad-hoc materials and analysis, and participate in various firm initiatives.

Responsibilities

1. Review and analyze quarterly valuations and exit forecasts for fund portfolio companies.
2. Coordinate and review quarterly performance reporting for Carlyle portfolio companies.
3. Support Fund CFO and team in funding and closing investments, including complex cash movements.
4. Develop ad-hoc Fund Management-related materials and analysis.
5. Assist with fundraising efforts, including marketing materials and due diligence responses.
6. Collect and report performance metrics and draft capital call/distribution notices.
7. Support internal and external audit testing and prepare annual fund operating budgets.

Qualifications

• Strong interpersonal skills, attention to detail, and ability to work effectively in a team.
• Ability to operate in a demanding, fast-paced environment with significant overtime.
• Advanced Microsoft Office skills (Excel and PowerPoint).
• Expertise in quantitative analysis, financial modeling, data analytics, and visualization.
• 3-5 years of experience in an analytical/financial role in asset management.
• Degree in Accounting, Finance, or Economics preferred.

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $447 billion of assets under management and more than half of the AUM managed by women, across 612 investment vehicles as of September 30, 2024. 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 worldwide. Carlyle emphasizes development, retention, and inclusion, supported by internal processes and seven Employee Resource Groups (ERGs). Our purpose is to invest wisely and create value for our investors, including pension funds, wealthy individuals, sovereign wealth funds, unions, and corporations. We invest across three segments: Global Private Equity, Global Credit, and Investment Solutions, with expertise in various industries such as aerospace, defense, consumer, energy, financial services, healthcare, industrial, real estate, technology, telecommunications, and transportation.

At Carlyle, we believe diverse experiences and perspectives drive performance. Our CEO, Harvey Schwartz, emphasizes building leadership teams with insights from various backgrounds. We foster an environment where ideas are shared and valued, creating a competitive advantage and a foundation for long-term success.

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