Associate, Liability Management/CLO Structuring

The Carlyle Group; New York (NY); On-site; USD 150,000; Full time

Job summary

A leading global investment firm is seeking an Associate for its Liability Management team in New York. The role involves diverse responsibilities related to CLOs, including marketing, financial analysis, and project coordination. Ideal candidates will have strong analytical skills, proficiency in Excel, and a team-oriented approach. A comprehensive benefits package is included, alongside a competitive salary.

Benefits

Retirement Benefits

Health Insurance

Life Insurance

Disability

Paid Time Off

Paid Holidays

Family Planning Benefits

Wellness Programs

Qualifications

• 2-5 years of experience, ideally with prior exposure to CLOs.
• Experience organizing and conducting detail-oriented analysis.

Responsibilities

• Assisting in CLO marketing and pricing, and closing phases.
• Working on various documentation issues with underwriters and investors.
• Creating marketing presentations/materials with internal and external coordination.

Skills

Quantitative Skills

Analytical Skills

Communication Skills

Education

Strong Academic Record

Tools

Excel

Job description

Associate, Liability Management/CLO Structuring

Location:

New York/OVA

Line of Business:

Global Credit

Job Function:

Investment Professionals

Date:

Tuesday, February 11, 2025

Position Summary

Our Global Credit business is looking for an Associate to sit with the Liability Management team. This Associate will have broad and diversified responsibilities focused on CLOs (BSL and middle market), CLO-related (strategic) projects, Marketing/IR related follow-ups, Credit Securitizations, Middle market/Direct Lending as well as Non-US mandates. This Associate will work closely with various Carlyle teams including: PM’s, Trading, Investor Relations, Fund Management, Compliance, and Operations across the Liquid Credit and Direct Lending business in the US and abroad.

Responsibilities

• Assisting in CLO marketing and pricing and closing phases across structuring, rating agency negotiation, marketing materials production, and investor requests and DDQs
• Working on CLO warehouse and ramp ramp-up process in coordination with internal and external parties
• Working on various documentation issues with underwriters, investors and legal counsel
• Coordinating Structuring processes within different areas at Carlyle US and abroad including: portfolio management, research, trading, accounting, fund management, etc,
• Performing various financial analysis
• Creating marketing presentations/materials with internal and external coordination
• Work on strategic CLO-related projects including investor proposals, updates, and RFPs, budgeting, forecasting, and stress testing
• Helping on marketing/IR follow-ups

Qualifications

• 2-5 years of experience, ideally with prior exposure to CLOs
• Experience organizing and conducting detail-oriented analysis
• Strong quantitative and analytical skills
• Proficiency with Excel is expected, with comfort analyzing legal documents and knowledge of loan securitizations is a plus
• Self-motivated
• Possess finely tuned communication and presentation skills along with a strong academic record
• Team-oriented approach who can work with all areas of Carlyle’s Global Credit department

The compensation range for this role is specific to New York 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 $150,000.

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 $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 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 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 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.