Carlyle Global Credit's Operations team focuses on all Operational activities across the Global Credit Platform, including investment capture, investment funding, treasury management, portfolio compliance, and administrator oversight.
The CLO Compliance Analyst will be responsible for overseeing the compliance process across Carlyle's US CLO platform. The Analyst will work closely with operations, fund management and investment professionals to support our industry leading CLO business.
Responsibilities
Actively monitor US Middle Market CLOs and Rated Note Fund Structure Compliance tests
Review of quarterly investor reports and waterfalls
Hypothetical Testing
Review and interpret indentures
Daily interaction with Portfolio Management, Trading, and Structuring teams
Regular reporting for Portfolio Management purposes
Oversight of vendor relationships, including fund administration and trustees
Ad-hoc reporting
Qualifications
Bachelors Degree in Finance, Accounting, Mathematics, or related discipline
2-4 years of experience in Financial Services with a focus on CLO Compliance
Team player who fosters collaboration across teams to improve efficiency of the organization
Strong work ethic, willingness to keep learning, honesty and integrity, as well as strong interpersonal and communication skills.
Detail oriented self-starter and intellectually curious
Advanced Microsoft Office
Benefits/Compensation
The compensation range for this role is specific to New York City 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 range for this role is $80,000 to $115,000.
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.
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $382 billion of assets under management and more than half of the AUM managed by women, across 600 investment vehicles as of September 30, 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, South 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.
