Position Summary
The Carlyle Group's Global Private Equity (GPE) team within the Global Technology & Solutions (GTS) organization is seeking an experienced, business-savvy Data & Reporting Product Manager to lead the strategy, delivery, and evolution of our enterprise data and reporting platforms. This role plays a critical part in enabling data-driven decision-making across Deal Teams and Fund Management.
You will own and enhance a robust suite of reporting solutions powered by Snowflake, Power BI, Seismic, UpSlide, SQL, and Excel-based tools, and partner with business stakeholders and data engineers to deliver trusted, scalable insights across the private equity lifecycle. You will also manage business analysts, lead Agile ceremonies, and be accountable for maintaining Jira to support backlog management and transparency throughout the Agile SDLC.
You will manage and support reporting related to fund performance, portfolio company financials and KPIs, valuations, budgeting & forecasting, pipeline activity, and operational metrics. Data flows through and from a variety of systems including Anaplan, Chronograph, Salesforce, DealCloud, and proprietary platforms integrated via Snowflake.
While business analysts are responsible for writing business requirements, the Product Manager is accountable for ensuring that requirements reflect true business needs and strategic objectives.
Responsibilities
Product Ownership & Roadmap
- Own the strategic roadmap for data and reporting capabilities supporting Deal Teams and Fund Management.
- Translate business objectives into actionable user stories, epics, and prioritized backlogs.
- Ensure business requirements written by analysts align with strategic goals and user needs.
- Manage and continuously groom the product backlog in Jira, ensuring it reflects priority, scope, and dependencies.
- Partner with GTS and business teams to enhance reporting built on data from platforms such as Anaplan, Chronograph, Salesforce, DealCloud, and Snowflake.
Data Accessibility & Reporting Delivery
- Oversee delivery of standardized and ad hoc reporting across data domains such as:
- Fund and deal performance
- Portfolio company financials and KPIs
- Valuations and business updates
- Budgeting, forecasting, and pipeline activity
- Ensure consistency, data accuracy, and availability across all dashboards and reporting tools.
- Lead and support reporting during high-impact cycles (e.g., quarterly valuation, performance updates, audits).
Stakeholder Engagement & Team Leadership
- Partner closely with Fund Management and Deal Teams to understand reporting workflows and data pain points.
- Manage business analysts, providing guidance on requirements development and stakeholder communication.
- Lead Agile ceremonies (e.g., sprint planning, standups, grooming, retrospectives) to drive delivery.
- Own Jira configuration and usage to enable transparency and coordination across the Agile SDLC.
Governance & Data Stewardship
- Collaborate with Data Engineering to maintain clean, trustworthy pipelines and curated datasets.
- Champion data quality controls, metadata management, and business glossary development.
- Drive adoption of consistent definitions, calculation logic, and reporting standards.
Qualifications
- Bachelor's degree required; focus in Finance, Computer Science, Information Systems, or related field preferred.
- 7+ years of experience in product management, data analytics, or business intelligence roles.
- Experience managing business analysts and overseeing requirements development.
- Proven leadership in Agile product delivery, including backlog ownership and Jira administration.
- Expertise in reporting platforms and tools: Power BI, Snowflake, SQL, Seismic, Excel/UpSlide.
- Familiarity with enterprise systems such as Anaplan, Chronograph, Salesforce, and DealCloud.
- Deep understanding of financial and operational reporting within private equity or financial services.
- Excellent communication and stakeholder management skills, including executive presence.
Preferred Qualifications
- Experience supporting deal teams or fund operations in a private equity or asset management firm.
- Familiarity with data modeling, ETL pipelines, and cloud data warehouse design.
- Exposure to data governance frameworks, security, and compliance practices.
- Comfortable presenting to senior stakeholders and facilitating cross-functional alignment.
Benefits/Compensation
The compensation range for this role is specific to Washington, DC 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 $160,000 to $180,000.
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.
Company Information
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.
