Team Summary
The Central Analytics & Reporting ("CA&R") team provides centralized support in the completion of existing reporting deliverables and requests, including providing data, managing data collection, reviewing reporting outputs for content, compliance, format, and promoting consistency and standardization. Additionally, CA&R is tasked to create new reporting dashboards and other automated outputs to create best-in-class reporting for our investors and to drive efficiencies in production and review processes via automation. When providing data to stakeholders, CA&R must gather requested inputs and share data in a meaningful way, providing stakeholders access to relevant information for decision-making.
Position Summary
In this role, the Manager will focus approximately 50% on reporting and data requests, with the remaining 50% of time spent on data collection and data governance.
Reporting and Data requests:
The Manager is responsible for completing a secondary review of the recurring reporting deliverables and ad hoc data requests prepared by the CA&R Analysts, including reviewing the Quarterly Update to Investors ("QUI") reports and Investor Advisory Committee materials. The Manager must be a team player willing to both prepare and review reports and data requests, which fluctuates depending upon the volume of data requests asked of the CA&R team. It is critical for the Manager to obtain fluency with the Carlyle data model to instruct the CA&R team to query data from multiple sources in response to recurring and ad hoc data requests, creating error-free outputs. Additionally, the Manager position must have strong prioritization skills to work with the Principal and other Managers and Analysts to complete recurring reporting and internal and external data requests in a deadline-oriented environment.
Data Collection and Data Governance:
The Manager will be responsible for leading the portfolio company Data Collection business process and will manage one consultant who administers all data tasks. The Manager will provide guidance to the consultant by addressing task escalations and inquiries and by driving timeliness of task completion to ensure work is progressing as planned. The Manager will work closely with the Data Collection Product Manager on data collection new initiatives.
The Manager, working with the Principal, will lead and evolve our segment's data governance strategy, with a large focus on portfolio company data. The Manager will work with the Principal to develop and maintain policies, standards and procedures to ensure effective data management and quality. The Manager will be responsible for monitoring the overall data quality of GPE portfolio company data by building a data governance process to ensure that GPE data is cataloged, defined and measured. The Manager will work directly with the investment professionals and the Data Collection team to resolve data quality issues in a timely manner.
Primary Responsibilities
- Recurring Reporting Deliverables: Review investor reporting deliverables including the Quarterly Update to Investors report ("QUI") and Investor Advisory Committee materials for Corporate Private Equity and Natural Resources funds.
- Provide feedback to ensure deliverables are prepared according to standards and timelines established by CA&R. Review communications for Fund Management prepared by CA&R Manager to keep them apprised of the status of deliverables.
- Supervise the Analysts in both the direct review of work completed, as well as managing their workloads to ensure the team is progressing on the priorities of the day.
- Data Requests: Prepare and review ad hoc and LP data requests for accuracy and completeness. Ensure the data provided meets the needs of the requestor on a timely basis.
- Data Collection: Provide assistance to Data Collection consultant, addressing task escalations and inquiries, driving the timeliness of task completion, and working with the Data Collection Product Manager on data collection new initiatives.
- Data Governance: Develop and lead the GPE data governance framework, focusing on portfolio company data oversight and building a data quality framework to measure and drive improvements in the quality of data captured.
Requirements
Education & Certifications
- Bachelor's degree required.
- Accounting or Finance major, or relevant experience in financial services, private equity and/or fund administration combined with a major in another field such as Data Science, required.
Professional Experience
- 5 to 8 years of relevant experience, required
- Managerial experience, preferred
- Strong understanding and experience in private equity or data governance and data management preferred.
Competencies & Attributes
- Strong, confident, and proactive communication skills required - frequent direct in person communication with Investment Professionals and Leadership.
- Solid data analysis ability to explore data; awareness of current data analytics trends and technology.
- Proven experience developing and implementing data governance programs and data quality frameworks.
- Strong organizational skills; high-quality work product, attention to detail, and accuracy are required.
- Ability to work in a fast paced and demanding environment and balance multiple tasks; demonstrate forward-thinking communication.
- Self-starter; Creative thinker that can provide solutions to roadblocks encountered.
- Strong interpersonal skills a must; confidence to escalate existing or potential issues or delays and identify potential solutions.
- Demonstrated ability to work effectively as part of a team; seek and identify ways to make contributions that improve processes, mitigate risk, and increase the effectiveness of the team overall.
- High integrity and must be able to maintain confidentiality of sensitive and proprietary matters
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 $120,000 to $130,000.
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 Carlyle.
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 Carlyle AlpInvest - 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.
