Team Summary

The Central Analytics & Reporting ("CA&R") team provides centralized support in the completion of existing reporting deliverables and requests, including providing data, managing data collection, reviewing reporting outputs for content, compliance, format, and promoting consistency and standardization. Additionally, CA&R is tasked to create new reporting dashboards and other automated outputs to create best-in-class reporting for our investors and to drive efficiencies in production and review processes via automation. When providing data to stakeholders, CA&R must gather requested inputs and share data in a meaningful way, providing stakeholders access to relevant information for decision-making.

Position Summary

The Manager is responsible for completing a secondary review of the recurring reporting deliverables and ad hoc data requests prepared by the CA&R Analysts, including reviewing the Quarterly Update to Investors ("QUI") reports and Investor Advisory Committee materials. The Manager must be a team player willing to both prepare and review reports and data requests, which fluctuates depending upon the volume of data requests asked of the CA&R team. It is critical for the Manager to obtain fluency with the Carlyle data model to instruct the CA&R team to query data from multiple sources in response to recurring and ad hoc data requests, creating error-free outputs. Additionally, the Manager position must have strong prioritization skills to work with the AVP and the Analysts to complete recurring reporting and internal and external data requests in a deadline-oriented environment.

The Manager will be responsible for leading the portfolio company Data Collection business process and will manage one consultant who administers all data tasks. The Manager will provide guidance to the consultant by addressing task escalations and inquiries and by driving timeliness of task completion to ensure work is progressing as planned. The Manager will work closely with the Data Collection Product Owner on data collection new initiatives.

Primary Responsibilities

Recurring Reporting Deliverables: Review investor reporting deliverables including the Quarterly Update to Investors report ("QUI") and Investor Advisory Committee materials for Corporate Private Equity and Natural Resources funds.
Provide feedback to ensure deliverables are prepared according to standards and timelines established by CA&R. Review communications for Fund Management prepared by CA&R Manager to keep them apprised of the status of deliverables.
Supervise the Analysts in both the direct review of work completed, as well as managing their workloads to ensure the team is progressing on the priorities of the day.
Data Requests: Prepare and review ad hoc and LP data requests for accuracy and completeness. Ensure the data provided meets the needs of the requestor on a timely basis.
Data Collection: Provide assistance to Data Collection consultant, addressing task escalations and inquiries, driving the timeliness of task completion, and working with the Data Collection Product Owner on data collection new initiatives.
Training & Communications: Create procedure manuals for CA&R team members to train on the creation and compilation of deliverables, including the use of checklists to drive accuracy and trust in deliverables. Lead reporting tool trainings for FM and Investment Professionals, as needed. Work closely with the Product Owners to prepare the quarterly GPE Investment Technology newsletter.

Requirements

Education & Certifications

Bachelor's degree required.
Accounting or Finance major, or relevant experience in financial services, private equity and/or fund administration combined with a major in another field, required.

Professional Experience

Minimum 5 years of relevant experience; managerial experience required.
Experience in private equity or financial services, preferred.

Competencies & Attributes

Strong, confident, and proactive communication skills required - frequent direct in person communication with Investment Professionals and Leadership.
Ability to work in a fast paced and demanding environment and balance multiple tasks; demonstrate forward-thinking communication.
Ability to prepare communications to executives.
Self-starter; Creative thinker that can provide solutions to roadblocks encountered.
Strong interpersonal skills a must; confidence to escalate existing or potential issues or delays and identify potential solutions.
Strong organizational skills; high-quality work product, attention to detail, and accuracy are required.
Demonstrated ability to work effectively as part of a team; seek and identify ways to make contributions that improve processes, mitigate risk, and increase the effectiveness of the team overall.
High integrity and must be able to maintain confidentiality of sensitive and proprietary matters

Company Profile

The Carlyle Group (NASDAQ: CG) is a global investment firm with $426 billion of assets under management as of December 31, 2023. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,200 professionals operating in 28 offices across five continents. 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, portfolio companies and the communities in which we live and invest. Carlyle's investors 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 Global 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.

The Carlyle Group

New Jobs

Manager, Central Analytics & Reporting