Position Summary:
The Senior Analyst will provide direct support to the Central IR team and will be responsible for producing recurring reporting, managing expenses and budgets, coordinating with compliance teams, and collaborating with the executive office on strategic initiatives. The role is crucial in ensuring operational efficiency, budget oversight, and compliance in IR.
Primary Responsibilities:
- Reporting & Analysis: Lead the production and delivery of recurring reports and analyses for investor relations, ensuring accuracy, timeliness, and alignment with strategic goals.
- Expense & Budget Management: Oversee expense management and budget administration for the investor relations function, including detailed budget planning, forecasting, and variance analysis.
- Reforecasting: Conduct regular reforecasting of budgets and financials, adjusting for changes in market conditions and organizational strategy.
- Compliance Coordination: Work closely with the compliance team to ensure that all investor relations activities and reporting adhere to regulatory requirements and internal policies.
- Executive Office Collaboration: Partner with the executive office to support coordination and strategy, providing insights and recommendations to enhance overall operational effectiveness and efficiency.
- Deliverables Management: Ensure timely and accurate completion of all investor relations deliverables, including presentations, reports, and other documentation required by stakeholders.
- Strategic Initiatives: Contribute to the development and implementation of strategic initiatives, working with senior leadership to drive business objectives and improve investor relations processes.
Requirements:
Education & Certificates
- Bachelors degree required
Professional Experience
- Minimum of 2 years of prior experience or finance, investor relations, or related field required
- Strategic and project management capabilities, coupled with strong analytic and financial acumen.
Competencies & Attributes
- Advanced Microsoft Office (including Excel and PowerPoint) skills required
- CRM system including DealCloud is preferred
- Organized and practical, can turn high level direction into tasks to execute
- Thoughtful and client-savvy, able to understand nuances of sales / LP lifecycle
- Proactive, can independently identify necessary info or materials for meetings
- Support-oriented, willing to "jump in" and can prepare presentation materials
- Resourceful and collaborative, can leverage resources across the function
- Detail oriented and responsible
Benefits/Compensation
The compensation range for this role is specific to New York 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 $125,000.
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 $435 billion of assets under management and more than half of the AUM managed by women, across 606 investment vehicles as of June 30, 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 2,200 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 value diversity as a key driver of 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." Our aim is to cultivate a community where insights are continually exchanged and different perspectives are embraced. We recognize that diverse teams perform better and we are dedicated to leveraging diversity as a competitive advantage at Carlyle.
