Senior Analyst, Valuation and Analytics The Carlyle Group

vor 2 Monaten

Genf, Schweiz THE FORCE CT GmbH Vollzeit

This position will be situated within the Global Credit Valuations & Analytics group, which is responsible for supporting the broader Liquid and Illiquid Credit teams for Global Credit. The role is focused on public and private investment valuations, enhancing platform analytics, data governance, performance reporting requirements, and assisting with technology initiatives. Responsibilities include assisting with the review of valuations in the Liquid and Illiquid Credit space; data and process governance; updating and reviewing investment models; developing key management reports on both a fund and platform level; and other ad-hoc projects.

This position requires strong finance and reporting experience, knowledge of the alternative investment industry, sound organizational and analytical skills as well as the ability to build rapport with various constituents throughout the firm, service providers, and Carlyle investors. In addition, the individual should be able to work independently in a fast-paced environment, be deadline-oriented and possess strong analytical, forecasting and modelling skills as well as advanced knowledge in Microsoft Office Suite and Python.

Responsibilities

25-50% of time – Valuations

  • Assist with reviewing investment valuations across Liquid and Illiquid Credit funds.
  • Track and manage daily/monthly/quarterly valuation deliverables to assure compliance with internal controls.
  • Work closely with deal teams to solve for complex valuation situations, escalating as required.
  • Support the development and refinement of valuation models to better address credit investments.
  • Assist with identifying and developing standard processes to streamline valuation processes and add efficiencies to preparation of valuations.
  • Interact with third-party administrators and valuation firms.

25-50% of time – Reporting & Analytics

  • Build out management reporting capabilities focused on performance, risk, and valuations across the funds and investment vehicles in scope.
  • Work with Carlyle’s operations group, technology department, third-party administrators, third-party vendors, among others, to source investment data and develop reports and analytics.
  • Collaborate with teams across Global Credit to improve fund modelling/forecasting efforts as it relates to current and prospective funds.
  • Complete periodic reporting requirements on both funds and individual securities.
  • Respond to ad-hoc reporting requests from various groups including senior leadership and deal teams.

25% of time – Data Governance/Technology Initiatives

  • Assist in implementing data and technology strategies to produce consistent reporting across all fund families within the credit vertical.
  • Identify opportunities to incorporate automation to eliminate manual processes, when appropriate.
  • Support other data management and reporting initiatives within the broader Global Credit team.
  • Document policies and guidelines, partnering with other functions, to help improve quality and promote consistency across Global Credit.
Qualifications

Education & Certificates

  • Bachelor’s degree in Finance, Economics, or Accounting required.
  • Progress towards the CFA designation a plus.

Professional Experience

  • 2-6 years relevant experience required.
  • Strong experience modeling structured finance cash flows in Intex and Excel, particularly, but not limited to, CLO and ABS.
  • Strong finance and reporting experience with advanced knowledge of alternative investments.
  • Experience creating reports for various stakeholders, including senior management.
  • Experience with valuation concepts and methodologies across multiple sectors; private credit is a plus.
  • Experience analyzing and modeling cash flows in Intex and Microsoft Excel.
  • Experience with Python, Bloomberg, Chronograph, VPM, Geneva, Anaplan, iLevel, IHS Markit, Capital IQ, PowerBI/Automate a plus.
  • 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.
  • Ability to work autonomously and produce accurate work products.
  • Demonstrated ability to work effectively as part of a team and successfully manage multiple responsibilities under strict deadlines.
  • Committed to furthering the firm’s Diversity, Equity, and Inclusion goals.

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 $90,000 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 The Carlyle Group.

#J-18808-Ljbffr

  • Senior Financial Analyst

    vor 11 Stunden

    Genf, Genf, Schweiz Michael Page Vollzeit

    About the RoleAs a Senior Financial Analyst in our team, you will play a key role in supporting the Finance Group Co-Controller in reviewing and monitoring key financial movements to ensure accuracy and completeness in the Group's financial statements. This position requires a strong understanding of technical accounting standards, including IFRS, and the...

  • Senior Manager, Supply Marketing Analytics

    vor 4 Wochen

    Genf, Schweiz Expedia Group Vollzeit

    Expedia Group brands power global travel for everyone, everywhere. We design cutting-edge tech to make travel smoother and more memorable, and we create groundbreaking solutions for our partners. Our diverse, vibrant, and welcoming community is essential in driving our success. Why Join Us? To shape the future of travel, people must come first. Guided by our...

  • Senior Business Analyst

    vor 2 Wochen

    Genf, Schweiz Experis Schweiz Vollzeit

    Senior Business AnalystAre you a Senior Business Analyst with 10 years of experience in large-scale IT projects? Do you have experience in the implementation and/or configuration of a CRM solution, i.e., Salesforce, Dynamics 365, etc.?If so, please have a look at the following details:To deliver the required results, it's necessary that you have:Minimum 10...

  • Group Consolidation Analyst

    vor 2 Monaten

    Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

    3-month mission starting immediatelyInternational private company located in Geneva About Our Client Our client is a famous international private company with offices in the centre of Geneva. Job Description The Group Consolidation Analyst we are looking for will work on the following:Financial AccountingLead the monthly close accounting processes, working...

  • Quantitative Risk Analyst

    vor 4 Wochen

    Genf, Schweiz TOTAL Deutschland GmbH Vollzeit

    Fast-paced, dynamic trading environment with time-sensitive, business critical activities requiring ad-hoc analyses and generation of risk reports. The Quant Risk Control Analyst is part of the Global Risk Control team involving Houston, Geneva, and Singapore. The Quant Risk Control Analyst works closely with Front Office, Structuring, Origination, Back...

  • Director of Forecasting and Analytics

    vor 1 Woche

    Genf, Genf, Schweiz Michael Page - Switzerland Vollzeit

    Lead Revenue Forecaster in FMCG SectorWe are seeking a highly skilled Director of Forecasting and Analytics to join our client, a leading international company based in Geneva. This is an exceptional opportunity for a talented professional to drive business growth through data-driven insights.About Our ClientOur client operates in the fast-paced FMCG sector,...

  • Revenue Forecasting and Analytics Lead EMEA

    vor 3 Wochen

    Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

    About Our ClientOur client is an international, historical, iconic company operating in the FMCG sector, based in Geneva. Job DescriptionThe Revenue Forecasting and Analytics Lead includes two main types of missions:Revenue Forecasting: guarantee excellence and results.Develop, refine, and manage a comprehensive revenue forecasting process for wholesale...

  • Senior Analytics Consultant

    vor 1 Monat

    Genf, Genf, Schweiz Fifty-Five Vollzeit

    fifty-five is a pioneering data company that empowers brands to transform through data and AI-driven marketing operations. Our unique combination of specialized consultancy and technology services helps organizations improve their marketing efficiency.We are the strategic data pillar of The Brandtech Group, offering services that integrate strategy...

  • Senior Financial Analyst

    vor 3 Wochen

    Genf, Genf, Schweiz Michael Page - Switzerland Vollzeit

    The Michael Page - Switzerland office is seeking a highly skilled Senior Financial Analyst - Consolidation Specialist to join our team.We are looking for an experienced professional to lead the monthly close accounting processes and prepare consolidated financial accounts. The ideal candidate will have a strong background in finance and accounting, with 3-5...

  • Senior Financial Reporting Analyst

    vor 1 Monat

    Genf, Genf, Schweiz Somfy Vollzeit

    Somfy Finance Reporting RoleWe are looking for a highly skilled Senior Group Financial Reporting Analyst to join our finance team at Somfy. In this role, you will be responsible for coordinating group management accounting and reporting, as well as participating in various projects.Main ResponsibilitiesLead the monthly close accounting processes, ensuring...

  • Senior Manager, Supply Marketing Analytics

    vor 4 Wochen

    Genf, Schweiz Expedia, Inc. Vollzeit

    Senior Manager, Supply Marketing AnalyticsLocations: Switzerland - GenevaTime type: Full timePosted on: Posted YesterdayJob requisition ID: R-92558Expedia Group brands power global travel for everyone, everywhere. We design cutting-edge tech to make travel smoother and more memorable, and we create groundbreaking solutions for our partners. Our diverse,...

  • Senior Manager, Supply Marketing Analytics

    vor 4 Wochen

    Genf, Schweiz Expedia, Inc. Vollzeit

    Expedia Group brands power global travel for everyone, everywhere. We design cutting-edge tech to make travel smoother and more memorable, and we create groundbreaking solutions for our partners. Our diverse, vibrant, and welcoming community is essential in driving our success.Why Join Us?To shape the future of travel, people must come first. Guided by our...

  • Senior Commodities Business Analyst

    vor 2 Monaten

    Genf, Genf, Schweiz Hunter Bond Vollzeit

    Commodities Senior Business Analyst OpportunityAt Hunter Bond, we are seeking an experienced Senior Business Analyst to join our team and work on strategically important projects related to Commodities Trading and Risk Management (CTRM) software implementation.This is a pivotal role in the ongoing implementation of our CTRM software, requiring strong...

  • Senior Travel Data Analyst Lead

    vor 2 Wochen

    Genf, Genf, Schweiz Expedia Group Vollzeit

    Lead Commercial Analytics Role in Expedia GroupThe Commercial Analytics Manager will play a vital role in providing commercially focused analytical insight for the global airline demand segment at Private Label Solutions (PLS), to drive growth, increase site performance and foster strong connections with stakeholders.This position involves working closely...

  • Senior Financial Planning Analyst

    vor 4 Wochen

    Genf, Genf, Schweiz Newell Brands Vollzeit

    Job Title: Senior Financial Planning AnalystAbout the Job:We are seeking a highly skilled Senior Financial Planning Analyst to join our team at Newell Brands. As a Senior Financial Planning Analyst, you will play a key role in supporting the deployment of standardized planning and reporting processes, with a primary focus on forecasting the balance sheet and...

  • Digital Marketing Analyst and Consultant

    vor 2 Wochen

    Genf, Genf, Schweiz fifty-five Vollzeit

    About Fifty-FiveFifty-Five is a pioneering data company that empowers brands to transform with data and AI, enhancing their marketing operations through a unique blend of consultancy and technology services. As the strategic data pillar of The Brandtech Group, we offer comprehensive services combining strategy consulting, cloud services, media consulting,...

  • Strategic Financial Analyst Leader for EMEA

    Vor 6 Tagen

    Genf, Genf, Schweiz Michael Page Vollzeit

    Job SummaryWe are seeking a highly skilled Strategic Financial Analyst Leader for EMEA to join our team at Michael Page. This is an exciting opportunity to lead revenue forecasting and analytics efforts across the region, driving business growth and operational excellence.About the RoleAs a Strategic Financial Analyst Leader for EMEA, you will be responsible...

  • Senior Financial Analyst

    vor 1 Woche

    Genf, Genf, Schweiz Michael Page - Switzerland Vollzeit

    Job DescriptionA career-defining opportunity has arisen for a skilled Senior Financial Analyst to join our team in Geneva, Switzerland. As a key member of our finance department, you will be responsible for providing financial expertise and guidance to support the company's growth and development.

  • Senior Manager, Supply Marketing Analytics

    vor 4 Wochen

    Genf, Schweiz ENGINEERINGUK Vollzeit

    Senior Manager, Supply Marketing AnalyticsExpedia Group brands power global travel for everyone, everywhere. We design cutting-edge tech to make travel smoother and more memorable, and we create groundbreaking solutions for our partners. Our diverse, vibrant, and welcoming community is essential in driving our success.Why Join Us?To shape the future of...

  • Senior Group Financial Reporting Expert

    vor 3 Wochen

    Genf, Genf, Schweiz Somfy Vollzeit

    About SomfySomfy is a leading global company in the field of home automation, committed to delivering innovative solutions and exceptional customer experiences. Our mission is to inspire new and better ways of living for all.Job Description: Senior Group Financial Reporting AnalystKey Responsibilities:Lead the monthly close accounting processes, ensuring...