This role is responsible for ensuring Carlyle internal and external stakeholders capture value from the technologies in our Enterprise Data Management scope within our Global Credit segment as they relate to supporting front, middle and back office capabilities. The position will work closely with Global Credit data management teams, front office and operations business users and segment technology resources to bridge the gap between business needs and technical capabilities, especially as they relate master data management, reference data, vendor data using our S&P EDM Data management platform.
The Sr. Business Analyst is responsible for the following key functions:
Collaborate with internal and external groups to analyse and document software features, platform capabilities, and processes. Key focus will be our S&P EDM Data Management for data management team that feeds traders and operations teams
Perform detailed requirements analysis and data analysis to respond to stakeholders - trading and operation, Fund Management, and front-office PMs
Collate and document requirements according to internally established standards:
Create user stories
Define and maintain acceptance criteria
Review test plans and test cases
Document and maintain business context and processes
Act as a technical subject matter expert (especially in areas relating to trading, order management, credit instrument compliance and downstream integrations ).
Act as a delivery manager when required.
Provide user support to data management, trading desk, operations, fund Management, Equity, Investor Relations, and other departments as needed.
Provide business process support to help simplify and standardize document posting and other power user processes.
Act as the first line of support for new enhancement requests, translating the requests into existing capabilities or writing requirements for new capabilities.
Responsibilities
10% of time
User and Production Support
Respond to user questions and provide solutions for immediate issues.
Meet regularly with business user groups to understand the pain points and provide recommendations to resolve these.
Work with the Tier II technical support team to provide business context for production support issues.
10% of time
Training
Provide training to power users (e.g. fund management, deal teams) for new enhancements and new use cases.
10% of time
Process Support
Understand key business processes and support efforts to streamline and standardize these processes, by introducing automation or eliminating redundancies.
Participate in the planning and creation of new processes as the business evolves, and as system capabilities are added.
30% of time
New Requirements and Simplification
Receive requests for new functionality from users and help the business to prioritize these with the technical teams (both internal and external).
Utilize existing functionality to support requests where possible.
Draft requirements for needs that are not met in the current systems.
Work with technical teams to prioritize, plan, develop, and test the implementation of new requirements.
Coordinate and participate in the user testing for new functionality.
40% of time
Data Analysis and Reports
Support processes to review discrepancy reports and resolve data quality issues.
Qualifications
Education & Certificates
Bachelor's Degree required
Concentration in accounting, finance or relevant business domains field strongly preferred
Professional Experience
Minimum 6 years of business analyst experience required
Experience with Data Management with any MDM or financial data management platform is required. S&P Markit experience preferred.
Experience with supporting Order Management system with Credit Products is required - Broadridge Sentry, Allvue or other systems preferred
Experience working with data management trading desk, operations teams in Credit Asset class required
Financial services industry experience required
Minimum of 4 years of experience working with/in finance and account functions
Experience working in Agile/Scrum framework preferred
Strong communication skills required
Willingness to take on new responsibilities as the environment evolves and new skills are needed
Self-starter who takes initiative to accomplish tasks independently or with minimal guidance from supervisor
Experience working with loan systems (e.g. WSO, Virtus) and accounting systems (e.g. Geneva, PAM) strongly preferred
Competencies & Attributes
Experience in writing business requirements or user stories required.
Experience in documenting business processes required.
Project management or Scrum Master experience a plus
Experience in software testing a plus.
Experience training users a plus.
Experience providing user support a plus
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 $155,000 to $165,000.
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 The Carlyle Group.
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.