Senior Analyst, Private Credit Operations - Insurance at Carlyle Investment Management, LLC in New York, New York

Job Description:

Position Summary



Fund or Department Description



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.



Position Summary



The Senior Analyst role will support our Private Credit business verticals, including Middle Market Direct Lending, Opportunistic Credit, Infrastructure Credit, and Real Estate Credit. This role will primarily focus on the Insurance Solutions business interfacing with insurance clients and working directly with investment professionals, Portfolio Management, Finance, Tax, Legal, and external parties to ensure private credit deals are properly handled from funding to exit. Additionally, this role will work closely with the Investment Teams, Fund Management, as well as third-party administrators and trustees.



Responsibilities

• Own and manage end-to-end deal execution for private credit investments, including wire processing, FX hedging, KYC, and bank account setup, in coordination with internal and external stakeholders.


• Serve as a subject matter expert and primary point of contact for internal teams and external insurance clients, providing responsive support and fostering strong relationships.


• Ensure accurate trade capture and activity processing across systems, maintaining data integrity and adherence to internal controls.


• Oversee daily cash and position reconciliations, resolving breaks promptly across all entities.


• Manage liquidity and cash movements to support timely wire processing and investment funding


• Prepare and deliver recurring and ad-hoc reports to internal teams and clients.


• Collaborate across deal teams, fund administrators, tax, and fund management functions to support investment operations.


• Support technology initiatives and process improvements to enhance operational efficiency.


• Coordinate and process trade settlements for a variety of asset classes, including internal transfers and external trades.


• Monitor and communicate corporate actions and amendments, ensuring timely and accurate dissemination of information.

Qualifications



Education & Certificates

• Bachelor's Degree, required


• Concentration in Economics, Finance, Accounting, or related discipline, preferred

Professional Experience

• Minimum of 3-5 years of overall relevant experience, required


• Experience in Financial Services, preferred


• Experience with public and private credit, preferred


• Experience with Insurance and/or Reinsurance, preferred

Competencies & Attributes

• Strong understanding of loan and credit facility documents, including Credit Agreements and Amendments


• Advanced skills with Microsoft Office Suite


• Detail oriented self-starter


• Ability to work alone and in a team environment


• Strong work ethic, honesty and integrity, as well as strong interpersonal and communication skills.


• Ability to manage and prioritize multiple tasks

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 $100,000 to $120,000.


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 Information


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. Apply Now