Senior Analyst, Central Analytics & Reporting

1P284 THE CARLYLE GROUP EMPLOYEE CO., LLC; Washington (District of Columbia); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Discretionary incentive program

Comprehensive benefits

Retirement plan

Paid time off

Job summary

The Carlyle Group seeks a Senior Analyst to deliver recurring investor reporting and support the CA&R team in data collection, validation, and automation initiatives. You will master Carlyle's data model, draft QUIs, and coordinate with deal teams and Fund Management to ensure accurate, timely updates.

Key responsibilities include reviewing content, assembling drafts, and driving data requests. Strong analytical skills, communication, and integrity are essential to succeed in this role within a

Qualifications

• Bachelor’s degree in Accounting, Finance, or Economics.
• At least two years of relevant experience.
• Advanced Excel, PowerPoint, and Power BI proficiency.
• Ability to analyze data and build financial models.
• Strong communication with Investment Professionals and Fund Management.
• High integrity and confidentiality.

Responsibilities

• Produce quarterly investor updates (QUI) and recurring reports.
• Review deal team content and coordinate data needs.
• Assemble drafts and respond to data requests.
• Support data collection and validation.
• Participate in technology enhancement projects.
• Draft communications and trainings for stakeholders.

Skills

Advanced Excel

PowerPoint

Power BI

AI tooling

Quantitative analysis

Financial modeling

Communication

Team collaboration

Problem solving

Attention to detail

Education

Bachelor’s degree

Accounting/Finance/Economics

Tools

Microsoft Excel

Power BI

Microsoft PowerPoint

Job description

Team Summary

The Central Analytics & Reporting (CA&R) team provides centralized support in the completion of existing reporting deliverables and requests, including data management, reviewing reporting outputs for content, compliance, format, and promoting consistency and standardization. The team increasingly leverages automation tools to streamline data preparation, enhance quality checks, and accelerate reporting cycles. CA&R also creates new reporting dashboards and automated outputs to deliver best‑in‑class reporting for investors and drive efficiencies in production and review processes.

Position Summary

The Senior Analyst plays a key role in producing recurring reporting deliverables, including quarterly investor updates (QUI). Responsibilities include reviewing content prepared by deal teams, drafting content with current technology, coordinating required data, assembling accurate drafts, and responding to internal and external data requests. The analyst must master the Carlyle data model, prioritize competing tasks, and collaborate on technology projects to improve reporting tooling.

Responsibilities

• Recurring Reporting Deliverables
  
  • Prepare investor reporting deliverables such as QUI.
  • Review and follow up on content drafted by deal teams and Fund Management.
  • Coordinate data needs with other departments and communicate timelines.
  • Compile final deliverables following CA&R review protocols.
  • Own the reporting process by resolving open items and driving timely completion.
• Data Requests
  
  • Coordinate and complete ad hoc LP data requests.
  • Create new reports or dashboards using available tools.
  • Self‑check work for accuracy, completeness, and timeliness.
  • Ensure stakeholders understand underlying data, key assumptions, and context.
• Value Stream Projects
  
  • Participate in prioritization and development of technology enhancements.
  • Share ideas and solicit input to shape technology and operational strategy.
  • Attend requirements meetings, status updates, and user testing.
  • Draft communications and trainings for Fund Management stakeholders.
• Data Collection & Validation
  
  • Support data collection across Carlyle by managing inputs.
  • Validate data for accuracy, consistency, and alignment with reporting requirements.
  • Identify variances or quality issues and coordinate resolution.

Qualifications

• Education & Certifications: Bachelor’s degree required; concentration in Accounting, Finance, or Economics preferred.
• Professional Experience: Minimum two years of relevant experience required.
• Technical Skills: Advanced Microsoft Office (Excel, PowerPoint, PowerBi) required; ability to integrate AI tools into workflows.
• Analytical Skills: Demonstrated record of quantitative analysis and financial modeling.
• Communication: Strong, confident, and proactive communication with Investment Professionals and Fund Management; frequent direct communication required.
• Self‑starter: Creative thinker who provides solutions to roadblocks.
• Interpersonal: Strong interpersonal skills; confidence to address issues or delays and propose solutions.
• Organizational: High-quality work product, attention to detail, and accuracy required.
• Team Collaboration: Ability to work effectively as part of a team and improve processes.
• Integrity: High integrity and confidentiality of sensitive and proprietary matters.

Benefits

• Base salary range: $100,000 to $115,000 (Washington, DC).
• Comprehensive benefits package including retirement, health, life, disability, paid time off, holidays, family planning, and wellness programs.
• Eligible for an annual discretionary incentive program based on performance.