The Valuation Group is responsible for the management of the quarterly valuation process across all Carlyle funds. The 2-Year Jr Analyst will assist the Valuation Group with the maintenance and development of the process, including quarterly valuation reviews, maintaining and assisting in developing valuation models and systems, valuation analytics, internal/external valuation reporting, tracking valuation meetings and deliverables, maintaining documentation and assisting with various ad-hoc requests. This position will complete a two-year term in the Valuation Group. Strong performers will be considered for a 3rd year and/or recommended for other opportunities within the Firm.
Responsibilities
Support the management of the corporate quarterly valuation process. This may include interacting and coordinating with Fund Management teams on valuation committee meetings and quarterly deliverables, tracking and managing compliance with quarterly deliverables and policy, maintaining and updating key valuation inputs for use by investment teams in valuation models, maintaining key documentation and assisting with reviewing investment valuations across Corporate Private Equity, Real Estate, Global Credit and Energy funds
Assist with the preparation of investment/fund/sector level valuation metrics and reporting. This may include preparing and updating quarterly fund and sector valuation analytics and reports, assisting in developing trending and other key management reports, working closely with other areas of Investor Services to ensure valuation data is consistent across firm and creating ad-hoc reports as required
Assist with the maintenance and improvement of valuation models and systems, including the maintenance of existing valuation models and systems, helping the implementation of new valuation models and systems and interacting with IT and business teams to achieve those objectives.
Qualifications
Education & Certificates
Bachelor's Degree, required
Concentration in in Finance, Economics or Accounting, preferred
Minimum 3.0 GPA required
CFA or progress towards CFA is a plus
Professional Experience
0-2 years of relevant experience, required
Prior experience in an analytical or financial role, preferred
Exceptional undergraduate candidates considered with demonstrated expertise in quantitative analysis, financial modeling and excellent academic qualifications
Experience with database systems and Microsoft Access
Experience analyzing and modelling cash flows; advanced proficiency in Microsoft Excel
Working knowledge of cash flow analysis and financial modelling
Working knowledge of valuation concepts regarding operating companies, real estate and/or debt/equity financial instruments a plus
Ability to work across departments and teams in a collaborative and efficient manner
Ability to take ownership of assigned tasks and responsibilities
Competencies & Attributes
Highly motivated, assertive and driven
Strong analytical and qualitative skills
Able to prioritize, organize and meet all deadlines
Able to work overtime as required during busy periods
Committed to high standards of excellence and ethics
Effectively identifies issues and formulates solutions
Respects opposing viewpoints
Goal-oriented and diligent
Highly organized and efficient - must be able to process a large volume of information and manage competing priorities
Detail oriented and focus on process discipline
Ability to develop financial and operational models a plus
Ability to develop presentations with Microsoft PowerPoint a plus
Able to communicate clearly and effectively - both in writing and verbally
Able to perform tasks with a high level of attention to details
Able to work independently and proactively manage responsibilities to completion
High integrity and must be able to maintain confidentiality of sensitive and proprietary matters
Experience working among diverse teams
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $426 billion of assets under management and more than half of the AUM managed by women, across 586 investment vehicles 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 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 know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.
