Finance Operations Jr Analyst
Carlyle Investment Management, LLC

Washington, District of Columbia

Position Summary

The position supports the end-to-end fund and investor processes, beginning with corporate entity management and expense allocations to fund accounting and investor financial reporting.
As part of the Enterprise Process and Operations Support (EPOST) team the Jr Analyst will help coordinate the Corporate and Fund Accounting teams' processes and will liaise with the Global Technology & Solutions (GTS) team as needed. The Jr Analyst will be expected to help streamline the Firm Accounting processes, support the setup of new funds and projects, help coordinate the firm billing and receivables processes, and support requirements gathering around key reports.
The Jr Analyst will work towards developing a deep understanding of reporting processes. The Jr Analyst will participate in finance process and system improvement initiatives primarily focused on the Appian and PeopleSoft Financials platform but will also support Salesforce, ILM, OneStream XF technologies, and Investran. The Jr Analyst will also support change management to help ensure the success of business process and technology improvement initiatives. The Jr Analyst will also provide support to various accounting teams during financial quarter close as needed.
The Jr Analyst will report to the Associate Vice President (EPOST) and provide support to and take direction from the Corporate and Partnership Accounting leadership teams as needed.

Key Duties/Responsibilities

Primary Responsibilities
Support Corporate and Fund Accounting Processes (50% of time)

  • Firm billing and receivables
  • Capital Calls & Distributions
  • Partner Capital
  • New Fund, Project and other configuration setups
Functional Reporting Jr Analyst for Corporate and Fund Accounting applications (25% of time)
  • Liaise with Corporate Accounting, Partnership Accounting and GTS to support and coordinate the creation of new reports in Appian and PeopleSoft for internal and external customers
  • Leverage existing Working Capital reporting to support day to day activities for Billing process
Finance Process & System Improvement Initiatives (25% of time)
  • Support ongoing initiatives to streamline and automate Finance operations to meet expedited quarterly reporting deadlines
  • Work closely with upstream/downstream consumers of Partnership Accounting data, including Corporate Accounting
  • Support change management within Corporate and Partnership Accounting


Education & Certificates
Bachelor's degree required
Accounting systems experience required, PeopleSoft preferred

Professional Experience
Minimum of 1+ years of relevant functional experience with PeopleSoft or similar ERP accounting systems required.

Competencies & Attributes
Business process management tool experience, Appian preferred
Good understanding of fund accounting and financial reporting principles preferred
Experienced in stakeholder management
Excellent problem solving and critical thinking skills a must
Advanced Excel skills preferred
Private equity or similar industry experience preferred
Strong interpersonal skills
Strong organizational skills and detail oriented.
Excellent communication skills - both written and oral
Demonstrated ability to work effectively as part of a team

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $325 billion of assets under management and more than half of the AUM managed by women, across 498 investment vehicles as of March 31, 2022. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with nearly 1,900 professionals operating in 26 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.

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