This position is responsible for supporting public Investor Relations, performance metrics, competitive intelligence, planning & forecasting and field finance functions. Qualified candidates must be able to work independently in a fast paced environment, be detail oriented, able to produce high quality and well written Word & PowerPoint deliverables, possess strong writing and quantitative skills, and be fluent and capable in Microsoft Excel and PowerPoint. Must be comfortable working with large and diffuse data sets and procuring competitor data. Experience with OneStream, Oracle/Hyperion or other large ERP systems is beneficial but not required.
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Knowledge and Experience
Minimum 2-3 years' of relevant professional experience, required
Experience in a financial / consulting/ business position, strongly preferred
Proficient Microsoft Office skills (Excel, Word, PowerPoint)
Background in financial services a plus, but not required
Education and Certifications
Bachelors degree, required
Min GPA: 3.0, required
Position-Specific Technical Requirements
Strong communication and interpersonal skills to interact with a wide range of peers and professionals
Superior attention to detail utilizing large and diffuse data sets
Advanced writing skills to compose senior executive speaking materials for earnings & conferences
PowerPoint presentation and creative capabilities
Excel skills with an interest to develop advanced capabilities
Self-starter with strong organizational skills.
Experience with process documentation and process improvement projects helpful but not required
Maintain confidentiality of all sensitive and confidential data, issues and information
Work effectively in a changing and evolving environment
Analyst, Financial Planning & Analysis
Key Duties/ Responsibilities
Public Investor Relations & Competitor Analysis:
Provide support to Public IR and executive team. Assist with script writing, presentation materials, and meeting preparation materials.
Conduct competitive analysis on Carlyle's peers. Identify, standardize and track public and private competitor information. Design and produce regular competitive update materials for senior executives.
Review SEC reporting (10Q and 10Ks) and public investor presentations as part of period end process
Review quarterly earnings release and earnings call script to ensure accuracy
Assist with preparation of Quarterly Business Review materials
Develop ad-hoc financial & strategic presentation materials as needed.
Fund Performance Metrics:
Support monthly and quarterly collection of investment activity, fundraising and AUM data used to calculate Carlyle's fund performance metrics
Complete or coordinate a variety of internal ad hoc data requests related to fund performance metrics
Assist Fund Management & Investor Relations in coordinating data for use in LP marketing and conference materials
Design and implement new reporting formats that add value for the executive team and other stakeholder departments
Planning, Forecasting and Field Finance:
Provide support across the planning cycle (i.e. review and analyze budget/forecast submissions; prepare variance analysis; summarize revenue/expense forecast drivers, year-over-year trends, financial and performance metrics, etc.)
Assist IS department heads with annual budget and quarterly reforecasts, and with their quarterly business review presentations
The Carlyle Group (NASDAQ: CG) is a global investment firm with $246 billion of assets under management and more than half of the AUM managed by women, across 397 investment vehicles as of December 31, 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 29 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.