Carlyle Global Credit is seeking an experienced performance reporting individual to provide leadership to build out a Performance Reporting Group as well as maintain and develop our performance reporting process. This person will be responsible for establishing a performance reporting framework for Global Credit. In addition, this person will implement policies and procedures to enable Carlyle to be compliant with Global Investment Performance Standards (GIPS) for our Liquid Credit business.
Additionally the individual will partner with Global Technology Solutions (GTS) to develop reporting capabilities and tools; support on going technology projects; and support other firm-wide initiatives around data management and reporting.
This position requires strong finance and reporting experience, knowledge of the alternative investment industry, sound organizational and analytical skills as well as ability to build rapport with various constituents throughout the firm, service providers and Carlyle investors.
Auto req ID
Bachelors degree in Finance, Economics, or Accounting required
7-10 years in a finance/performance reporting position
Experience in performance reporting in private credit industry
Knowledge of GIPS
Advanced knowledge of Microsoft Office Suite
Self starter with a strong willingness to learn
Strong communication and interpersonal skills to work with a wide range of individuals and personalities
Strong organizational skills and detail oriented
Excellent communication skills - both written and oral
Global Credit - Performance Reporting, Associate Vice President
Key Duties/ Responsibilities
Establish a Performance Center of Excellence for Global Credit to create a centralized, consistent and focused approach to performance reporting
Develop a credit specific performance reporting framework, including:
Identification of credit specific performance metrics to include in reporting
Establish standardized processes and calculation methodologies
Collaborate with compliance, investor relations to establish marketing presentation guidelines
Lead initiative to establish policy and process for Liquid Credit business to be GIPS compliant and coordinate annual GIPS verification
Responsible for the ongoing delivery of performance reporting and analytics, including:
Monthly liquid loan & Quarterly private loan track record review and analysis
Quarterly IRR, MOICs and other performance metrics for drawdown funds
Benchmark returns across fund segments to comparable indexes
Recurring & ad-hoc management reporting
Partner with IT to design and build out a database and internal proprietary calculation engine to support performance metrics to be included in both SEC reporting (S-1, 10Q, 10Ks) and non-public reporting (i.e. fundraising materials, conference materials, analyst presentations, etc)
Partner with IT to develop reporting capabilities and tools, including self-service across a range of business functions (e.g. Fund Management, Deal Teams, Investor Relations, etc.)
Support other, firm-wide initiatives particularly around data management and reporting
The Carlyle Group (NASDAQ: CG) is a global investment firm with $221 billion of assets under management and more than half of the AUM managed by women, across 389 investment vehicles as of June 30, 2020. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 1,800 professionals operating in 31 offices in North America, South America, Europe, the Middle East, Africa, 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 four segments - Corporate Private Equity, Real Assets, 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.