Fund Accounting Business Analyst
Carlyle Investment Management, LLC

Washington, District of Columbia

Position Summary

Carlyle seeks a Business Analyst focused on the Fund Accounting function who will be responsible for understanding Carlyle's existing business capabilities, documenting key pain points, and effectively communicating with stakeholders and Agile teams to support various applications. Primary responsibilities will include operating within an Agile methodology to identify system requirements & acceptance criteria, liaising across different agile teams to coordinate system dependencies, data analysis, application testing, managing production support activities and partnering with release management team for production deployments.

A qualified candidate will have the following responsibilities:

  • Participate in requirement meetings, create summary/action items, and develop process flow diagrams and other documentation.
  • Work with Product Owner, GTS Lead, and subject matter experts within Fund Accounting to manage a sprint backlog, participate in scrum ceremonies, create/refine epics/stories, and provide acceptance criteria to developers and QA engineers.
  • Act as a primary back-up for Scrum Master to manage Fund Accounting Agile ceremonies.
  • Liaise with Scrum Master and GTS Lead to identify cross-team dependencies, communicate requirements to other Agile teams, and coordinate delivery of sprint objectives.
  • Provide Tier 1 support for end users with functional, data and/or configuration related requests.
  • Prepare UAT, training, and change management documents including end user communications.
  • Review system / end-to-end test cases and provide guidance to QA team.
  • Lead planning and execution of UAT sessions, triaging user queries, defect tracking and communicating resolution plan.
  • Assist GTS Lead and Scrum Master in preparing Fund Accounting presentations/decks for business and stakeholder communications.

Key Duties/Responsibilities

  • Partner with business leads, Agile team, and system stakeholders in facilitating, documenting and defining requirements, acceptance criteria, data analysis, implementation strategy, and writing user stories.
  • Manage end user queries by responding within agreed service level agreement (SLA), recommending interim solutions and configuration changes.
  • Collaborate with Agile team, development team, and QA team to translate functional requirements into technical requirements, test cases, and use case mapping.
  • Understand key business processes and support efforts to streamline and standardize these processes, by introducing automation and/or eliminating redundancies.
  • Participate in the planning and creation of new processes as the business evolves, and as system capabilities are added.
  • Respond to user questions and provide solutions for immediate issues.
  • Meet regularly with business user groups to understand pain points and provide recommendations to resolve these.
  • Ensure all production support requests requiring IT support are prioritized to meet the needs of business stakeholders.
  • Work with the Tier 2 technical support team to provide business context for production support issues.
  • Support processes to review discrepancy reports and clean up data quality issues.
  • Provide operational reports for Investor Services, Investor Relations and Compliance, as requested.
  • Provide training / demo to power users for bug fixes, new enhancements, and new use cases within enterprise portal platforms.


Knowledge, Skills and Experience
  • Minimum 4 years of Business analyst, or other relevant experience, required
  • Financial services industry experience required
  • Experience working in Agile/Scrum framework strongly preferred
  • 3+ years of experience preferred in software development, systems implementations, strongly preferred
  • Experience working with Agile software project management tools, such as JIRA, Confluence preferred
  • Financial service industry along with accounting system experience is preferred
  • Experience with Appian or any BPM platform is preferred
  • Experience with Investran or any Fund accounting platform us preferred
Education and Certifications
  • Bachelor's degree, required
  • Concentration in Information systems & Accounting strongly preferred
  • BPM analyst certification is preferred
Position-Specific Technical Requirements
  • Understanding of BPM, .Net, SQL & reporting technologies
  • Understanding of Agile methodology & scrum ceremonies
  • Experience with process flow diagrams tools
  • JIRA, Confluence and other Agile tools
  • SDLC, software testing & defect tracking experience
  • Proficient is MS Office (Specifically with PowerPoint)

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $260 billion of assets under management and more than half of the AUM managed by women, across 437 investment vehicles as of March 31, 2021. 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.
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. As our Chief Executive Officer, Kewsong Lee, stated, "We seek to attract individuals from a broad set of backgrounds and experiences because we know that diverse teams ask better questions and inclusive teams find better answers. Our diverse and inclusive community makes us better partners and ultimately, helps us to build better."

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