Product Analyst, Global Credit Technology
Carlyle Investment Management, LLC

Position Summary

The Business Analyst will be part of Business Acceleration team at Credit Tech Strategy. This team aims to deliver tactical solution to a business requirement with shorter turnaround time, yet, in line with larger strategic goals of the department and the firm at large. This role is responsible for ensuring Carlyle internal and external stakeholders capture value from the technologies within our Global Credit segment as they relate to supporting front, middle and back-office capabilities. The position will work closely with Global Credit business users and segment technology resources to bridge the gap between business needs and technical capabilities, especially as they relate finance activities.

Responsibilities

• Collaborate with internal and external groups to analyze and document business requirement, software features, platform capabilities, and processes
• Perform detailed Financial data analysis
• Collate and document requirements according to internally established standards:
• Create user stories
• Define and maintain acceptance criteria and assumptions
• Review test plans and test cases
• Document and maintain business context and processes
• Provide user support to Business Acceleration Team, Fund Management, Investor Relations, Global Technology Teams and other departments as needed.
• Receive requirements 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.
• Support workflow / processes to review discrepancy.
• 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.
• Provide training to power users (e.g. fund management, deal teams) for new enhancements and new use cases.
• Understand key business processes and support efforts to streamline and standardize these processes, by introducing automation or eliminating redundancies.
• Keep project on track and provide tactical solutions when necessary to make progress
• On-boarding and knowledge transfer for any new hires in the team

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 $120,000 to $160,000.

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.

Qualifications

Education & Certificates

• Bachelor's Degree required.
• Concentration in Accounting, Finance, Information Technology and/or relevant business domains field strongly preferred.

Professional Experience

• Minimum 6 years of Business Analyst, or other relevant experience, required
• Financial services industry experience, with working knowledge of data sets like Pricing, PnL, Reference Data, required
• 4+ years of experience preferred in Software Development, Systems Implementations, strongly preferred
• Experience working in Agile/Scrum framework, preferred
• Excellent oral and written communication skills to implement best practices and design principles, required
• Willingness to take on new responsibilities as the environment evolves and new skills are needed, required
• Self-starter who takes initiative to accomplish tasks independently or with minimal guidance from supervisor
• Experience working with loan systems (e.g. WSO, Sentry) and accounting systems (e.g. Geneva, VPM), strongly preferred
• Experience in driving data strategies for Data warehousing, Valuations, Performance, Allocation, Attribution and Internal/ Investor Reporting using Accounting, Security and Reference data for Credit business, strongly preferred
• Experience with Database solution (e.g. SSMS, Snowflake), Enterprise Data Management system (e.g. Markit), strongly preferred
• Experience with workflow automation platforms (Unqork) or any other low-code/ no-code technology, preferred
• Experience in building wireframes using tools like MS Access, Balsamiq etc., preferred
• Experience with Reporting/ Dashboarding solutions (e.g. Microsoft Power BI, Tableau), preferred
• Experience with Project Management (CI/CD) tools (e.g. JIRA, Azure DevOps), 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
• Ability to grasp data concepts and understand complex data models, a plus
• Strong analytical skills

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.

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