2,897 Fund Management jobs in the United States

Job Type

Full-time

Description

Our Fund Management Analyst works closely with members of the Asset Management, Syndications, and Acquisitions teams. These teams and department help our communities as we are focused on Low-Income Housing Tax Credits (LIHTC). Our investors make contributions to fund properties, which allows properties to offer lower rents to tenants, and investors earn tax credits in return. No two days are the same on our Equity Syndications team as each property differs from one another.

Requirements

• Generate and post all monthly journal entries
• Assist with preparation and analysis of quarterly reports including but not limited to; project and fund-level summary reports, model projections, drafting financial statements, investor narratives, and calculating investor yield on a quarterly basis
• Coordinate with Asset Management and Syndication to plan for upcoming capital calls, bridge draw requests, manage cash position, and prepare reconciliations
• Work with external parties that include but are not limited to investors, partnership accountants, and other entity partners
• Review Limited Partnership Agreements and create active, post-closing models for each
• Review lower-tier partnership tax returns and audits
• Assist Fund Auditors during preliminary and year-end field work

• Requires a bachelor's degree in a business-related field, accounting or finance is preferred
• Minimum of two years of relevant work experience in real estate investments and public accounting experience is preferred
• Previous work experience in the Low-Income Housing Tax Credit Program or Affordable Housing industry is preferred
• Candidate must be able to demonstrate strong customer service skills in interactions with investors, lenders, and developer partners in a financial services environment
• Candidate must be able to communicate and work effectively with individuals representing various departments and having varying specialties, both financial and non-financial
• Requires knowledge of Microsoft Office Suite and high proficiency in Excel and Word specifically
• Overtime hours are expected during certain months of the year

Location:

Washington, DC

Line of Business:

Finance

Job Function:

Investor Services

Date:

Wednesday, August 20, 2025

Team Summary:

The Fund Management (FM) team is responsible for the operations of Carlyles investment funds. FM is focused on bringing a broad skillset to serve as a true strategic partner to Carlyles investment teams (the business). The Fund Management team 1) partners with segment / fund leadership in setting future strategic direction and decision making, primarily focusing on financial and executional considerations, 2) collaborates with the business to ensure strong risk management, seamless execution and high performance, 3) connects the business to the broader organization to enable the business to leverage the full breadth of Carlyle resources, 4) supports business and investor relations teams in proactively managing and growing investor relationships, and 5) brings a combined finance and operational skillset in understanding the business and managing risk / compliance.

Successful members of the FM team are highly adaptable and able to shift gears quickly, often juggling many high-profile priorities under tight deadlines. They have a superior work ethic and embrace that the fast-paced, dynamic nature of our business often requires commitment outside of normal business hours. The FM team is a collection of very detail-oriented self-starters that possess intellectual curiosity and an ability to think creatively.

Position Summary:

The Fund Management team is responsible for the operation of Carlyles Global Private Equity and Global Credit funds. Managers within Fund Management are assigned to one or more investment funds and are responsible for supporting all aspects of the funds operations including quarterly valuations, investment funding and execution, investor reporting, compliance, tax and legal matters as well as internal financial planning and analysis for associated business units.

Quarterly Fund Performance and Investor Reporting

• Review financial valuations and exit forecasts for fund portfolio companies prepared by investment teams. Coordinate with the Corporate Accounting Valuation Group on quarterly valuation deliverables, including reviewing exit forecasts for the quarterly forecasting process. Prioritize and coordinate the organization of quarterly valuation deliverables and support.
• Provide ad hoc analysis on portfolio valuations, including allocation and scenario modelling for Fund CFO and senior leadership
• Track and maintain appropriate controls and record-keeping
• Coordinate with external valuation reviewers on quarterly valuation reviews, as well as Lead the coordination of the valuation reviews as part of the quarterly and annual external audit cycle
• Drive timeline and review Quarterly updates of the fund and the underlying portfolio companies for investors with minimal supervision. Support Fund CFOs and Segment CFO in preparing presentations and ad hoc financial analysis.
• Coordinating with legal, compliance, investor relations, and external counsel to manage fundraising efforts for new funds and co-investment offerings, including preparation of marketing materials and review of junior analysts responses to due diligence requests
• Support the FM Associate Vice President in process management of FM aspects of fundraising (coordination of closings, entity formation and coordinating across teams for legal, tax, and lender diligence)
• Support the FM Associate Vice President and Legal in negotiations and legal review of fund documents

• Provide support for the preparation of annual fund operating budgets through completion of operating revenue and expense projections. Perform quarterly budget-to-actual variance analysis.
• Coordination and review of key performance metrics and detailed data requests on a quarterly and ad hoc basis for Portfolio Review meetings, etc. across teams

• Liaise with partnership accounting, fund management administrative consultants, fund counsel, tax, and fund coordination functions to lead the process of transaction execution (new investments, exits, restructures) including documentation and administration.
• Assist with legal and compliance matters, including liaising with external service providers regarding reporting requirements, managing the formation process and reviewing structure documents for the entity legal management system.
• Support Legal and Tax in review of transaction structuring
• Manage liquidity for the funds and oversee the process and timeline of borrowings, capital calls and distributions
• Review waterfall calculations

Education & Certificates

• Accounting, Finance or Economics concentration, preferred
• CPA/CFA, preferred

• Minimum of 5-7 years of relevant professional experience, required
• Analytical capabilities and the accounting and financial principles related to private equity and the ability to apply the principles to the tasks at hand
• Strong and confident communication with Investment Professionals, Investor Relations Professionals, and other Investor Service team members (Internal) as well as Investors and Service Providers (External)
• Demonstrated record of expertise in quantitative analysis and financial modelling
• Strong accounting or financial background with the capability and desire to learn the accounting and financial principles related to private equity
• Advanced Microsoft Office (including Excel and PowerPoint) skills required
• Ability to operate in a demanding and fast paced environment and balance multiple tasks
• Significant overtime as well as availability outside of normal business hours required frequently, especially during quarterly valuation cycles, in connection with deal closings, and during fundraising periods
• Excellent written and verbal communication skills
• Self-starter with an ownership mentality
• Strong interpersonal skills a must
• Well-rounded with strong organizational skills and attention to detail
• Demonstrated ability to work effectively as part of a team
• Ability to succeed in a matrix organization with multiple areas of responsibilities
• High integrity and dedication to maintaining the confidentiality of sensitive and proprietary material

The anticipated base salary range for this role is $120,000 to $30,000.

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.

The Carlyle Group (NASDAQ: CG) is a global investment firm with 465 billion of assets under management and more than half of the AUM managed by women, across 652 investment vehicles as of June 30, 2025. 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 27 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 Carlyle AlpInvest - 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.

Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.

Job Summary

The Senior Financial Analyst assists in preparing reports and assists with financial statement preparation while supporting financial analysis of strategic projects and ad hoc analysis as required. In addition, the Senior Financial Analyst supports operational and administrative decisions affecting finance, budget preparation and monitoring, budget analysis and projection.

Essential Functions

-Maintain and enhance systems to monitor and execute on commitments made by AMC President

-Oversee access to non-operating fund data and set up of new funds

-Develop expertise around fund-related policy and become key resource to stakeholders

-Interprets financial information by consolidating, studying, and analyzing data.

-Train junior analysts and sometimes review their work

-Prepares and presents analyses, forecasts, and recommendations to senior business and finance leaders that support and drive key business, strategic, and investment decisions.

-Interpret results of financial analysis procedures.

-Supervise project budget and all financial issues for all projects.

-Support the Finance Leader on projects as needed

Qualifications

Education

• Bachelor's Degree Related Field of Study required

Experience

• 3-5 years of experience in accounting or finance required
• 3-5 years of experience in a role within a large healthcare organization preferred

Knowledge, Skills and Abilities

• Strong written and oral communication skills.
• Strong attention to detail and organization.
• Good analytical and mathematical skills.
• Superior Excel Skills is required.
• Strong ability to work independently and manage ones time.
• Ability to analyze, consolidate, and interpret accounting data.

Additional Job Details (if applicable)

Remote Type

Remote

Work Location

399 Revolution Drive

Scheduled Weekly Hours

40

Employee Type

Regular

Work Shift

Day (United States of America)

EEO Statement:

Mass General Brigham Incorporated is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law. We will ensure that all individuals with a disability are provided a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. To ensure reasonable accommodation for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Veteran's Readjustment Act of 1974, and Title I of the Americans with Disabilities Act of 1990, applicants who require accommodation in the job application process may contact Human Resources at ( .

Mass General Brigham Competency Framework

At Mass General Brigham, our competency framework defines what effective leadership "looks like" by specifying which behaviors are most critical for successful performance at each job level. The framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success. These competencies are used to evaluate performance, make hiring decisions, identify development needs, mobilize employees across our system, and establish a strong talent pipeline.

Department: Alumni Relations & Development
Salary/Grade: EXS/9

Job Summary:

The Gift Acceptance and Fund Management team collaborates within its department-Alumni Relations and Development (ARD)- and across campus to manage all aspects of the gift agreement lifecycle and to support key processes and reporting related to the compliant spending of private gifts to the University.

The associate director is an accomplished, detail-oriented writer and analytical thinker who is comfortable working within structured frameworks - whether legal, financial, or policy-driven. In collaboration with senior members of the Gift Acceptance and Fund Management team and other members of ARD, the associate director plays a key role in advancing the University's philanthropic goals by drafting, redlining, negotiating, and finalizing complex gift agreements, interacting directly and often with internal and external partners in a fast-paced, deadline-driven environment. This position also researches and advises on donor intent for existing funds and contributes to fund compliance, reporting, and spending processes as needed.

This role requires, or expects the individual to develop an advanced knowledge of current tax laws and legal regulations related to charitable giving. The associate director helps mitigate institutional risk by identifying due diligence issues, advising on policy and exception requests, and balancing the interests of donors with those of the University.

The associate director reports to the senior director, Gift Acceptance and Fund Management, and will also receive direction from senior team members. This role will primarily interface with frontline officers who manage the donor relationships and negotiations. Other key business partners include Donor Relations, Office of General Counsel, and Accounting Services.

**This position is eligible to be a fully remote role.

*For full consideration, please submit a cover letter with your resume.

*Note: Not all aspects of the job are covered by this job description.

Specific Responsibilities :

• Draft, negotiate, and finalize routine and complex gift agreements and other related documents;
• Maintain full knowledge of applicable policies, procedures, and laws associated with gift agreements and charitable giving;
• Advise ARD staff, campus partners, donors, and other related parties on gift policy, including legal and practical issues related to charitable giving, acceptable gift structures, and the appropriate use of charitable funds;
• Communicate new fund terms to managing school/units and support the approval process for all new endowed fund requests;
• Develop and/or conduct training related to negotiating gift terms;
• Support large, sensitive, complex projects that involve legal, business, and functional issues;
• And plan key aspects of the Gift Agreement Writers and Advisers annual peer meeting, with a goal to continue building a forum for universities to discuss matters related to gift acceptance and policy.

Miscellaneous

Performs other duties as assigned.

MINIMUM QUALIFICATIONS .

• Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree; OR appropriate combination of education and experience.
• 4 years of operations, administration, development or equivalent experience is required.

PREFERRED QUALIFICATIONS

• Strong writing, editing, proofreading skills;
• Ability to interact and build positive relationships with internal and external constituents;
• Strong analytical skills and the ability to identify and solve problems independently;
• Ability to research, analyze, and synthesize complex information;
• Being comfortable with decision-making, especially in situations where there isn't a pre-existing roadmap;
• Prior success in building relationships and communicating with groups of people with diverse personal and professional experiences; strong service skills;
• Discretion in handling confidential and sensitive legal matters;
• Attention to detail and accuracy;
• Ability to work effectively under high stakes, manage competing priorities, complete projects, organize time, and identify resources for projects;
• Advanced degree (e.g., JD, MBA, or related discipline);
• Substantial experience drafting, reviewing, or negotiating contracts, agreements, or other legal documents;
• Knowledge of charitable giving techniques and related laws and regulations; and experience supporting executive leadership is a plus.

Target hiring range for this position will be between $80,000-$85,000 per year. Offered salary will be determined by the applicant's education, experience, knowledge, skills and abilities, as well as internal equity and alignment with market data.

Benefits:
At Northwestern, we are proud to provide meaningful, competitive, high-quality health care plans, retirement benefits, tuition discounts and more! Visit us at to learn more.

Work-Life and Wellness:
Northwestern offers comprehensive programs and services to help you and your family navigate life's challenges and opportunities, and adopt and maintain healthy lifestyles.
We support flexible work arrangements where possible and programs to help you locate and pay for quality, affordable childcare and senior/adult care. Visit us at to learn more.

Professional Growth & Development:
Northwestern supports employee career development in all circumstances whether your workspace is on campus or at home. If you're interested in developing your professional potential or continuing your formal education, we offer a variety of tools and resources. Visit us at to learn more.

Northwestern University is an Equal Opportunity Employer and does not discriminate on the basis of protected characteristics, including disability and veteran status. View Northwestern's non-discrimination statement . Job applicants who wish to request an accommodation in the application or hiring process should contact the Office of Civil Rights and Title IX Compliance. View additional information on the accommodations process .

#LI-GS1

Join to apply for the Senior Analyst, Fund Management Global Private Equity role at The Carlyle Group

Join to apply for the Senior Analyst, Fund Management Global Private Equity role at The Carlyle Group

Get AI-powered advice on this job and more exclusive features.

The Fund Management (FM) team executes the Chief Financial Officer function for a given Carlyle product or fund. As the primary owner of the fund's P&L, the FM team is responsible for all aspects of fund financial forecasting, performance optimization, transaction execution, risk management, and portfolio monitoring. Equally important is the FM team's role in ideation, design, and crafting of messaging and executive-level presentations to internal and external stakeholders.

The FM team collaborates with Carlyle's investment teams to analyze and optimize fund performance, connects with Carlyle's legal and compliance professionals to analyze and assess fund and investment-level risks, and supports Carlyle's investor relations team in managing relationships with key external stakeholders.

• Successful members of the FM team are highly adaptable and able to shift gears quickly, often juggling many high-profile priorities under tight deadlines.
• They have a superior work ethic and embrace that the fast-paced, dynamic nature of our business often requires commitment outside of normal business hours.
• The FM team is a collection of very detail-oriented self-starters that possess intellectual curiosity and an ability to think creatively.

Position Summary

The FM Senior Analyst connects the narrative with the numbers. On the cutting edge of Carlyle's fund-level performance data, the Senior Analyst's primary role is synthesizing the data into crisp, concise, and insightful takeaways for internal and external stakeholders. Key recurring deliverables include fund performance forecasting and optimization, brainstorming and designing materials to support presentations and meetings with key investors, analysis and review of the valuations of the fund's portfolio companies, and supporting Carlyle's investment teams to execute acquisitions and dispositions.

Primary Responsibilities

Review and design presentations summarizing the performance of Carlyle Asia funds and portfolio companies to both internal and external stakeholders.

Collect and critically assess projections of investment-level exit valuations prepared by Carlyle's investment professionals. Synthesize the data into a narrative at the investment and fund-level. Design executive-level reporting and narratives around projected fund performance and distribution timing.

Review, evaluate, and prepare executive-level presentations related to quarterly valuations for fund portfolio companies prepared by investment teams. Own and manage the organization and retention of quarterly valuation deliverables and related supporting documentation.

Collaborate with Carlyle's investment professionals to plan, communicate, and operationalize the funding of investment acquisitions and dispositions. This includes reviewing calculations, preparing internal schedules to facilitate communications, drafting messaging for investor capital calls and distributions, and project-managing the execution of the acquisition or disposition transaction.

Ad-hoc responsibilities as assigned, potentially including:

• Collect, analyze, and synthesize performance metrics into takeaways for FM and investment team executives.
• Review portfolio company operational updates and other financial analysis and research.
• Design and prepare presentations for meetings with investment team executives.
• Support fundraising, including ideation, design, and preparation of marketing materials and responses to due diligence requests.
• Respond to internal stakeholder and external investor requests for information on an as needed basis.

Requirements

Education & Certificates

• Finance, Accounting, or Engineering concentration, preferred

Professional Experience

• Minimum of 3-5 years of relevant professional experience, required
• Demonstrated record of expertise in quantitative analysis and financial modelling
• Strong accounting or financial background with the capability and desire to learn the accounting and financial principles related to private equity
• Advanced Microsoft Office (including Excel and PowerPoint) skills required
• Ability to operate in a demanding and fast paced environment and balance multiple tasks
• Significant overtime as well as availability outside of normal business hours required frequently, especially during quarterly valuation cycles, in connection with deal closings and during fundraising periods
• Excellent written and verbal communication skills
• Self-starter with an ownership mentality
• Strong interpersonal skills a must
• Well-rounded with strong organizational skills and attention to detail
• Demonstrated ability to work effectively as part of a team
• Ability to succeed in a matrix organization with multiple areas of responsibilities
• High integrity and dedication to maintaining the confidentiality of sensitive and proprietary material

Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle.

The compensation range for this role is specific to Washington, DC 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 $100,000 to $15,000.

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 Profile

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.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and General Business
• Industries Venture Capital and Private Equity Principals

Referrals increase your chances of interviewing at The Carlyle Group by 2x

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Washington, DC 1

Location:

Washington, DC

Line of Business:

Finance

Job Function:

Investor Services

Date:

Team Summary

The Fund Management (FM) team executes the Chief Financial Officer function for a given Carlyle product or fund. As the primary owner of the fund's P&L, the FM team is responsible for all aspects of fund financial forecasting, performance optimization, transaction execution, risk management, and portfolio monitoring. Equally important is the FM team's role in ideation, design, and crafting of messaging and executive-level presentations to internal and external stakeholders.

The FM team collaborates with Carlyle's investment teams to analyze and optimize fund performance, connects with Carlyle's legal and compliance professionals to analyze and assess fund and investment-level risks, and supports Carlyle's investor relations team in managing relationships with key external stakeholders.

• Successful members of the FM team are highly adaptable and able to shift gears quickly, often juggling many high-profile priorities under tight deadlines.
• They have a superior work ethic and embrace that the fast-paced, dynamic nature of our business often requires commitment outside of normal business hours.
• The FM team is a collection of very detail-oriented self-starters that possess intellectual curiosity and an ability to think creatively.

The Senior Analyst connects the narrative with the numbers. On the cutting edge of Carlyle's fund-level performance data, the Senior Analyst's primary role is synthesizing the data into crisp, concise, and insightful takeaways for internal and external stakeholders. Key recurring deliverables include fund performance forecasting and optimization, brainstorming and designing materials to support presentations and meetings with key investors, analysis and review of the valuations of the fund's portfolio companies, and supporting Carlyle's investment teams to execute acquisitions and dispositions.

• Review and design presentations summarizing the performance of Carlyle Asia funds and portfolio companies to both internal and external stakeholders.
• Collect and critically assess projections of investment-level exit valuations prepared by Carlyle's investment professionals. Synthesize the data into a narrative at the investment and fund-level. Design executive-level reporting and narratives around projected fund performance and distribution timing.
• Review, evaluate, and prepare executive-level presentations related to quarterly valuations for fund portfolio companies prepared by investment teams. Own and manage the organization and retention of quarterly valuation deliverables and related supporting documentation.
• Collaborate with Carlyle's investment professionals to plan, communicate, and operationalize the funding of investment acquisitions and dispositions. This includes reviewing calculations, preparing internal schedules to facilitate communications, drafting messaging for investor capital calls and distributions, and project-managing the execution of the acquisition or disposition transaction.
• Ad-hoc responsibilities as assigned, potentially including:
• Collect, analyze, and synthesize performance metrics into takeaways for FM and investment team executives.
• Review portfolio company operational updates and other financial analysis and research.
• Design and prepare presentations for meetings with investment team executives.
• Support fundraising, including ideation, design, and preparation of marketing materials and responses to due diligence requests.
• Respond to internal stakeholder and external investor requests for information on an as needed basis.

Education & Certificates

• Finance, Accounting, or Engineering concentration, preferred

• Minimum of 3-5 years of relevant professional experience, required
• Demonstrated record of expertise in quantitative analysis and financial modelling
• Strong accounting or financial background with the capability and desire to learn the accounting and financial principles related to private equity
• Advanced Microsoft Office (including Excel and PowerPoint) skills required
• Ability to operate in a demanding and fast paced environment and balance multiple tasks
• Significant overtime as well as availability outside of normal business hours required frequently, especially during quarterly valuation cycles, in connection with deal closings and during fundraising periods
• Excellent written and verbal communication skills
• Self-starter with an ownership mentality
• Strong interpersonal skills a must
• Well-rounded with strong organizational skills and attention to detail
• Demonstrated ability to work effectively as part of a team
• Ability to succeed in a matrix organization with multiple areas of responsibilities
• High integrity and dedication to maintaining the confidentiality of sensitive and proprietary material

The compensation range for this role is specific to Washington, DC 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 $100,000 to $15,000.

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.

The Carlyle Group (NASDAQ: CG) is a global investment firm with 453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. 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 Carlyle AlpInvest - 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.

Join to apply for the Analyst, Fund Management Global Private Equity - Japan Buyout role at The Carlyle Group

Join to apply for the Analyst, Fund Management Global Private Equity - Japan Buyout role at The Carlyle Group

Carlyle's Japan Buyout platform which covers five vintages of funds with over 40 investments to date covering 3 core sectors: 1) Technology, Media, and Telecom, 2) Consumer, Retail and Healthcare, and 3) General Industries.

Position Summary:

• The main role of the Analyst is to coordinate reporting and valuation process for 10+ CJP portfolio companies, enhancing efficiency and effectiveness of the entire investment team
• In addition, the Analyst will lead project management efforts for new reporting-related initiatives-such as adopting AI solutions and implementing cutting-edge IT tools-to improve operational excellence
• This individual will also act as a liaison between the CJP team and the DC team on M&A execution and fund administration matters, contributing to the efficient and high-quality execution of deals

Responsibilities:

• Serve as a central coordinator for collecting and updating both financial and non-financial data from CJP portfolio companies
• Collaborate with key stakeholders at portfolio companies to ensure accurate and timely financial review inputs
• Act as a central point of contact for inquiries from the Fund Management team, in close coordination with the Deal team

Valuation (30%):

• Provide hands-on support to Deal team members throughout the valuation process
• Prepare initial drafts of valuation reports, leveraging internal and portfolio company data
• Act as a central point of contact for inquiries from the Fund Management team, in close coordination with the Deal team
• Support and manage the execution of documents required during deal execution process and throughout investment period
• Handle internal reporting processes associated with deal execution activities

IR-Related Support (15%):

• Receive guidance from IR team including the Product Specialist to prepare responses for questions received from LPs (Japanese/English as appropriate) and internal/external materials relating to CJP team

Other Project Management (10%):

• Lead and drive CJP's reporting and technology enhancement projects

Qualifications:

Education & Certificates

• Concentration in Accounting, Finance, Economics, or similar field, preferred
• Exceptional candidates in other majors considered, particularly those with relevant coursework or professional experience and strong analytical and quantitative skills

Professional Experience

• 0-2 years overall relevant analytical experience, required
• Prior experience in the asset management industry, preferred
• Strong accounting or financial background with the capability and desire to learn financial principles related to private equity
• Must be fluent in both English and Japanese in speaking, reading, and writing
• Advanced Microsoft Office (including Excel and PowerPoint) skills required
• Ability to operate in a demanding and fast paced environment and balance multiple tasks
• Significant overtime as well as availability outside of normal business hours required frequently
• Strong interpersonal skills a must
• Articulate, polished and well-rounded with strong organizational skills and attention to detail
• Demonstrated ability to work effectively as part of a team
• Ability to succeed in a matrix organization with multiple areas of responsibilities
• High integrity and dedication to maintaining the confidentiality of sensitive and proprietary material

The compensation range for this role is specific to Washington, DC 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 $0,000.

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 Profile:

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.

• Seniority level Entry level

• Employment type Full-time

• Job function Analyst

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Analyst, Fund Management Global Private Equity - Japan Buyout

Location:

Washington, DC

Line of Business:

Global Private Equity

Job Function:

Investor Services

Date:

Wednesday, August 20, 2025

Fund or Department Description:

Carlyles Japan Buyout platform which covers five vintages of funds with over 40 investments to date covering 3 core sectors: 1) Technology, Media, and Telecom, 2) Consumer, Retail and Healthcare, and 3) General Industries.

Position Summary:

• The main role of the Analyst is to coordinate reporting and valuation process for 10+ CJP portfolio companies, enhancing efficiency and effectiveness of the entire investment team
• In addition, the Analyst will lead project management efforts for new reporting-related initiativessuch as adopting AI solutions and implementing cutting-edge IT toolsto improve operational excellence
• This individual will also act as a liaison between the CJP team and the DC team on M&A execution and fund administration matters, contributing to the efficient and high-quality execution of deals

• Serve as a central coordinator for collecting and updating both financial and non-financial data from CJP portfolio companies
• Collaborate with key stakeholders at portfolio companies to ensure accurate and timely financial review inputs
• Act as a central point of contact for inquiries from the Fund Management team, in close coordination with the Deal team

• Provide hands-on support to Deal team members throughout the valuation process
• Prepare initial drafts of valuation reports, leveraging internal and portfolio company data
• Act as a central point of contact for inquiries from the Fund Management team, in close coordination with the Deal team
• Support and manage the execution of documents required during deal execution process and throughout investment period
• Handle internal reporting processes associated with deal execution activities

• Receive guidance from IR team including the Product Specialist to prepare responses for questions received from LPs (Japanese/English as appropriate) and internal/external materials relating to CJP team

• Lead and drive CJPs reporting and technology enhancement projects

Education & Certificates

• Concentration in Accounting, Finance, Economics, or similar field, preferred
• Exceptional candidates in other majors considered, particularly those with relevant coursework or professional experience and strong analytical and quantitative skills

Professional Experience

• 0-2 years overall relevant analytical experience, required
• Prior experience in the asset management industry, preferred
• Strong accounting or financial background with the capability and desire to learn financial principles related to private equity
• Must be fluent in both English and Japanese in speaking, reading, and writing
• Advanced Microsoft Office (including Excel and PowerPoint) skills required
• Ability to operate in a demanding and fast paced environment and balance multiple tasks
• Significant overtime as well as availability outside of normal business hours required frequently
• Strong interpersonal skills a must
• Articulate, polished and well-rounded with strong organizational skills and attention to detail
• Demonstrated ability to work effectively as part of a team
• Ability to succeed in a matrix organization with multiple areas of responsibilities
• High integrity and dedication to maintaining the confidentiality of sensitive and proprietary material

The compensation range for this role is specific to Washington, DC 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 $0,000.

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.

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.