Senior Analyst, CLO Portfolio Risk

Growth Equity Interview Guide; Washington (District of Columbia); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary range

Health benefits

Retirement plans

Job summary

The Carlyle Group seeks a Senior Analyst for CLO Portfolio Risk in Washington, DC to support compliance and reporting for its US CLO platform. You will ensure accurate monitoring and collaborate with Portfolio Management and Trading teams to drive reliable reporting.

Role requires a detail-oriented mindset and a background in Finance. The position offers growth opportunities, a comprehensive benefits package, and a collaborative team environment.

Qualifications

• Bachelor's degree required in Finance/Accounting/Math or related field.
• 1-3 years of relevant experience preferred in Financial Services, especially with CLOs.
• Strong attention to detail and self-starter attitude; excellent communication skills.

Responsibilities

• Monitor compliance for US CLO platform and related reporting.
• Review quarterly investor reports and calculations.
• Conduct testing and interpret indentures; collaborate with Portfolio Management and Trading teams.
• Oversee vendor relationships and fund administration; prepare regular management reports.

Skills

Attention to detail

Communication skills

MS Office proficiency

Financial services experience

Education

Bachelor's degree in Finance/Accounting/Math

Tools

Excel

SQL

Job description

The Senior Analyst for CLO Portfolio Risk at The Carlyle Group plays a key role in ensuring compliance and reporting for their US CLO platform. This position involves close collaboration with various teams to support the CLO business. The role requires a detail-oriented individual with a strong background in finance and a passion for continuous learning.

What You’ll Do

• Monitor compliance for US Middle Market CLOs
• Review quarterly investor reports and calculations
• Conduct hypothetical testing and interpret indentures
• Collaborate with Portfolio Management and Trading teams
• Oversee vendor relationships and fund administration
• Prepare regular reports for management

What You Need

• Bachelor’s Degree required
• Focus in Finance, Accounting, Mathematics, or related field preferred
• 1-3 years of relevant experience
• Experience in Financial Services, especially with CLOs, preferred
• Strong attention to detail and self-starter attitude
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office

What You’ll Love

• Competitive salary range with potential for bonuses
• Comprehensive benefits package including health and retirement plans
• Opportunities for professional growth and learning
• Supportive team environment that values collaboration

About the Firm

• The Carlyle Group is a leading global investment firm
• Manages $475 billion in assets across various investment vehicles
• Founded in 1987, with a strong presence in multiple regions
• Focuses on connecting people, ideas, and capital for growth
• Values diversity and inclusion in its workforce