VP, Portfolio Analytics, Carlyle Private Equity Partners

Avature; New York (NY); On-site; USD 250,000; Full time

Job summary

An established industry player seeks a Vice President for Portfolio Analytics to lead strategic initiatives within their Global Private Equity group. The ideal candidate will possess a robust background in portfolio management, demonstrating strong analytical and leadership skills. This role offers the opportunity to drive investment diligence and collaborate with diverse teams to optimize performance. With a comprehensive benefits package and a focus on professional development, this position is perfect for those looking to make a significant impact in a dynamic environment.

Benefits

Health Insurance

Retirement Benefits

Paid Time Off

Family Planning Benefits

Wellness Programs

Qualifications

• 6+ years in portfolio management or private equity.
• Strong analytical and problem-solving skills required.

Responsibilities

• Manage portfolio analytics framework and track performance.
• Oversee fund-level model and enhance liquidity management.
• Mentor junior team members and support strategic planning.

Skills

Portfolio Management

Risk Management

Analytical Skills

Communication Skills

Problem-Solving

Team Leadership

Education

Bachelor's Degree

Job description

VP, Portfolio Analytics, Carlyle Private Equity Partners

Location:

New York/OVA

Line of Business:

Executive Office

Job Function:

Executive Office

Date:

Friday, April 25, 2025

Position Summary

The Vice President will play a critical leadership role within Carlyle’s Global Private Equity (GPE) group, supporting the continued build-out and strategic expansion of the Carlyle Private Equity Partners (CPEP) platform—a global evergreen private equity strategy targeting retail investors. This individual will drive investment diligence, portfolio construction, cross-functional coordination, Carlyle balance sheet structuring considerations, fundraising / marketing, and team development efforts. The ideal candidate will bring strong analytical rigor, sound judgment, and a track record of execution in private equity or a related investment environment.

Responsibilities

• Manage and refine the portfolio analytics framework to track performance across individual investments, integrating insights from internal and external sources.
• Oversee and enhance the fund-level CPEP model, sensitivities, liquidity management, and scenario analyses, ensuring strategic insights and decision support for senior leadership.
• Partner with Carlyle’s Global Research & Investment Strategy team to shape multi-asset portfolio positioning and macro-driven investment theses.
• Collaborate to devise best practices with structuring, balance sheet, and other considerations to optimize investor performance
• Work collaboratively with existing CPEP team on product formation, US and International fund launches and structuring efforts to create new business at Carlyle
• Serve as a key liaison with the investor relations and product strategy teams to support client communications, marketing efforts, and fundraising initiatives with data-driven content.
• Maintain in-depth competitor analysis (e.g., BXPE, KKR Prime, Apollo AAA Series) and recommend enhancements to strengthen CPEP’s competitive positioning globally.
• Mentor and manage junior team members, fostering development and supporting a high-performing team culture.
• Support strategic planning, operational scale-up, and ongoing refinement of the CPEP business model in collaboration with senior leadership.

Qualifications

• 6+ years of experience in portfolio management, multi-asset risk management, private equity, investment banking, asset management, or a related financial services environment
• Strong modeling, analytical, and problem-solving skills, with experience managing fund-level economics and portfolio reporting
• Demonstrated ability to lead deal processes, coordinate across functional teams, and influence outcomes
• Excellent communication skills, with the ability to articulate complex ideas to both technical and non-technical audiences
• Entrepreneurial mindset with a strong sense of ownership, attention to detail, and comfort operating in a fast-paced, evolving environment
• Collaborative and team-oriented with experience mentoring junior professionals
• Bachelor's degree required

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 for this role is $250,000.

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 $441 billion of assets under management and more than half of the AUM managed by women, across 636 investment vehicles as of December 31, 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.