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VP, Portfolio Analytics, Carlyle Private Equity Partners

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The Carlyle Group

15d ago

  • Job
    Full-time
    Senior Level
  • Business, Operations & Strategy
    Banking & Finance
  • New York

AI generated summary

  • You need 6+ years in finance, strong modeling skills, experience managing fund economics, excellent communication, a collaborative spirit, and a bachelor's degree.
  • You will manage portfolio analytics, enhance fund models, collaborate on investment strategies, support client communications, conduct competitor analysis, mentor team members, and refine business models.

Requirements

  • 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

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.

FAQs

What is the expected experience level for the VP, Portfolio Analytics position?

The ideal candidate should have 6+ years of experience in portfolio management, multi-asset risk management, private equity, investment banking, asset management, or a related financial services environment.

What type of analytical skills are required for this role?

Strong modeling, analytical, and problem-solving skills are required, including experience managing fund-level economics and portfolio reporting.

Is mentoring a part of the VP, Portfolio Analytics role?

Yes, the VP will be responsible for mentoring and managing junior team members, fostering their development and supporting a high-performing team culture.

What kind of collaboration is expected in this role?

The Vice President will collaborate with various teams, including Carlyle's Global Research & Investment Strategy team, investor relations, and product strategy teams, to support strategic initiatives and client communications.

What are the primary responsibilities of the VP, Portfolio Analytics?

Responsibilities include managing the portfolio analytics framework, overseeing fund-level models, collaborating on product formation and fund launches, conducting competitor analysis, and supporting strategic planning.

What educational qualifications are required for this position?

A Bachelor's degree is required for the position of VP, Portfolio Analytics.

What kind of mindset is encouraged for candidates applying for this role?

An entrepreneurial mindset with a strong sense of ownership, attention to detail, and comfort in a fast-paced, evolving environment is encouraged.

Is there an annual incentive program associated with this role?

Yes, the hired professional may be eligible to participate in an annual discretionary incentive program based on various performance factors.

What is the anticipated base salary for this role?

The anticipated base salary for the VP, Portfolio Analytics position is $250,000.

How does Carlyle support diversity and inclusion in its workforce?

Carlyle emphasizes development, retention, and inclusion, supported by their internal processes and seven Employee Resource Groups (ERGs), promoting a diverse range of experiences and viewpoints.

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The Carlyle Group

Carlyle is a global investment firm with $373 billion of assets under management.

Venture Capital & Private Equity
Industry
1001-5000
Employees
1987
Founded Year

Mission & Purpose

Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit and Global Investment Solutions. With $381 billion of assets under management as of March 31, 2023, 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 employs more than 2,200 people in 29 offices across five continents.

Culture & Values

  • Strive to Excel

  • Deliver for the Firm

  • Challenge the Status Quo

  • Leverage Diverse Perspectives