Company Profile
The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. 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
As a Senior Business Analyst within the Global Credit Technology team at Carlyle Group, you will be instrumental in building and enhancing the Data Management technology platform across the Global Credit business segment. This role involves working closely with both business stakeholders and IT teams to gather requirements, analyze data, and contribute to the development and implementation of data management solutions that support our Global Credit business. The ideal candidate has a strong foundation in data analysis, financial services, and project management, with an ability to bridge the gap between business and technology.
The Senior Business Analyst is responsible for the following key functions:
- Collaborate with stakeholders across the business to identify, document, and prioritize business requirements.
- Conduct data analysis to support data quality, integration, and migration efforts within the data management platform.
- Participate in the design and implementation of data management solutions, ensuring they meet business requirements and stakeholder expectations.
- Assist in managing the product backlog and prioritizing initiatives based on business impact.
- Work closely with development teams to guide product development, from discovery through implementation and beyond.
- Facilitate communication between business users and technical teams to ensure clear understanding of requirements and functionality.
- Drive product adoption and usage among internal users, providing training and support as necessary.
- Stay abreast of trends in credit markets, data management, technology, and the financial services industry to anticipate user needs and evolving market environments.
- Collate and document requirements according to internally established standards:
- Create user stories
- Define and maintain acceptance criteria
- Review test plans and test cases
- Document and maintain business context and processes
- Provide user support to Operations, Fund Management, Compliance, Investor Relations, and other departments as needed.
Primary Responsibilities
New Requirements and Simplification (40% of time)
- Receive requests 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.
Product Management Support (20% of time)
- Support Product Manager in managing delivery of key features and functionality and communications to stakeholders.
- Work with scrum teams to prioritize, plan, develop, and test the implementation of new requirements.
Business Process (15% of time)
- Understand key business processes and support efforts to streamline and standardize these processes, by introducing automation or eliminating redundancies.
- Participate in the planning and creation of new processes as the business evolves, and as system capabilities are added.
User and Production Support (15% of time)
- 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.
Training (10% of time)
- Provide training to power users and key stakeholders for new enhancements and new use cases.
Requirements
Education & Certificates
- Bachelor's Degree required
- Concentration in Information Systems, Computer Science, Data Science or a related technical discipline, preferred.
Professional Experience
- Minimum of 6 years of overall relevant experience, required
- Minimum of 5 years of business analyst experience, preferred
- Experience working in the finance services industry, preferred
- Experience with Data Management systems for Credit Products, preferred
- Credit financial product experience, preferred
- Experience working in Agile/Scrum framework preferred
- Strong communication skills
- Willingness to take on new responsibilities as the environment evolves and new skills are needed
- Self-starter who takes initiative to accomplish tasks independently or with minimal guidance from supervisor
- Experience working with loan systems (e.g. WSO, Virtus, iLevel) preferred
- Experience in Broadridge Sentry OMS & Geneva 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
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 $155,000 to $165,000.
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.
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.
