Company Profile
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.
Position Summary
Carlyle's Global Research & Investment Strategy team is focused on economic and statistical analysis of the Carlyle portfolio, asset prices, and broader trends in the global economy. It provides proprietary economic insights to Carlyle leadership and deal teams allowing them to make more informed investment decisions. The team also helps to advance strategic and corporate development initiatives, support Carlyle investors, produce a monthly suite of economic indicators, and distribute additional commentary such as economic and market outlook papers. The 2-Year Analyst will complete a two-year term in the Global Research & Investment Strategy group.
Primary Responsibilities
- Provide broad support to implement priorities of Carlyle's Global Research & Investment Strategy team
- Research and prepare presentations for internal and external investor meetings and conferences
- Assist in preparation of the monthly economic indicators publication
- Analyze proprietary economic and financial data to develop "house" views on the likely direction of asset prices and the global economy
- Research and analyze financial data and macroeconomic data
- Develop and compose written material related to industry and macroeconomic trends; and
- Collaborate across various global and domestic departments within the firm to lead and support special projects
- Thorough fact checking and research in a variety of areas, including institutional and corporate finance, macroeconomics, public and private markets, government's fiscal and monetary policies and other general areas of business
Secondary Responsibilities
- Work closely with key stakeholders, providing research and assistance with special projects
- Provide support to the firm's Investor Relations function
- Develop presentations for meetings with existing and prospective investors
- Assist with the development and preparation of marketing materials for new funds
- Assist with the creation of written materials related to industry and macroeconomic trends
- Provide support to the firm's corporate private equity, real estate, and credit investment committees
- Assist with development of content and themes for various Carlyle marketing materials
- Provide presentation support for Carlyle's investor and leadership conferences
- Other reasonable duties as assigned
Requirements
Education & Certificates
- Bachelor's degree in Business, Economic, Finance or Statistics required
- Undergraduate GPA of 3.5 or higher
Professional Experience
- 1-2 years of experience in a finance-oriented research/writing role required; investment banking is preferred (can include internships)
- Experience using a statistical programming language (R, S-Plus, SAS, Matlab, Quantum, etc.)
Competencies & Attributes
- Excellent written and verbal communication skills
- Strong organizational skills and attention to detail
- A creative, constructive, and resourceful collaborator a must
- Ability to work independently with minimal supervision with strong follow-through skills
- Ability to juggle multiple and changing priorities
- Excellent Microsoft Office Skills (including PowerPoint, Word, and Excel)
