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For Companies At a Glance
- Tasks: Support fund operations through valuations, reporting, and transaction processes.
- Company: Join Carlyle, a leading global investment firm with $453 billion in assets under management.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and inclusion.
- Why this job: Be part of a high-performance team that values diverse perspectives and continuous improvement.
- Qualifications: 2-4 years in finance or asset management; strong analytical skills and advanced Excel proficiency required.
- Other info: Carlyle promotes a culture of development and has multiple Employee Resource Groups.
The predicted salary is between 36000 - 60000 £ per year.
The Fund Management (FM) Team manages the operations of Carlyle’s investment funds, collaborating with Deal Teams on valuations, portfolio reviews, and transactions, while ensuring operational and financial excellence across fund activities. As a Fund Management Analyst, you will support the execution of valuations, investor reporting, and deal-related processes, playing a critical role in fund operations. This role is ideal for a detail-oriented, analytical thinker who thrives in a fast-paced, high-performance environment and contributes to continuous improvement initiatives.
Responsibilities
- Analyze quarterly valuations and maintain supporting documentation for Carlyle portfolio companies.
- Assist with fund performance reporting and investor information requests.
- Support investment closings by managing funds flow documentation and execution of transactions.
- Develop and contribute to ad-hoc analyses, presentations, and fund-related materials.
- Participate in fundraising initiatives by aid in marketing materials and due diligence responses.
- Support capital call and distribution processes and draft associated notices.
- Assist in variance analysis, and performance metric reporting.
- Provide support during audit and control testing processes, liaising with relevant stakeholders.
Qualifications
What You Bring
- 2–4 years of experience in finance, asset management, or a related analytical role.
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- Advanced Excel and PowerPoint skills.
- Strong organizational skills with a high level of integrity and discretion.
Key Skills & Attributes
- Strong analytical and quantitative skills, with a focus on financial modeling and data visualization.
- Detail-oriented with the ability to manage multiple priorities under tight deadlines.
- Solid foundation in accounting and finance, with a desire to deepen private equity knowledge.
- Excellent communication and collaboration abilities across teams.
- Self-motivated, proactive, and adaptable in a dynamic environment.
Company Information
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.
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Analyst, Fund Management employer: Avature
Contact Detail:
Avature Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Analyst, Fund Management
✨Tip Number 1
Familiarise yourself with Carlyle's investment strategies and portfolio companies. Understanding their approach to fund management will help you speak confidently about how your skills align with their operations during interviews.
✨Tip Number 2
Network with current or former employees of Carlyle, especially those in the Fund Management team. They can provide valuable insights into the company culture and expectations, which can be beneficial for your application.
✨Tip Number 3
Brush up on your financial modelling and data visualisation skills, as these are crucial for the Analyst role. Consider taking online courses or working on personal projects that showcase your abilities in these areas.
✨Tip Number 4
Prepare to discuss your experience with investor reporting and performance metrics. Be ready to share specific examples of how you've contributed to similar processes in past roles, as this will demonstrate your relevance to the position.
We think you need these skills to ace Analyst, Fund Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance, asset management, or analytical roles. Emphasise your skills in financial modelling, data visualisation, and any specific achievements that align with the responsibilities of the Analyst position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your analytical thinking and detail-oriented nature. Mention your familiarity with fund management processes and how your background makes you a great fit for Carlyle's fast-paced environment.
Highlight Technical Skills: Clearly outline your advanced Excel and PowerPoint skills in your application. Provide examples of how you've used these tools in previous roles to support valuations, reporting, or presentations.
Showcase Team Collaboration: In your application, include examples of how you've successfully collaborated with teams in past roles. Carlyle values communication and teamwork, so demonstrating your ability to work well with others will strengthen your application.
How to prepare for a job interview at Avature
✨Showcase Your Analytical Skills
As an Analyst in Fund Management, your analytical abilities are crucial. Be prepared to discuss specific examples of how you've used data analysis in previous roles, particularly in finance or asset management. Highlight any experience with financial modelling or data visualisation.
✨Demonstrate Attention to Detail
This role requires a high level of detail orientation. During the interview, mention instances where your attention to detail made a significant impact on a project or task. You might also want to prepare to discuss how you manage multiple priorities under tight deadlines.
✨Familiarise Yourself with Carlyle's Operations
Understanding Carlyle's investment strategies and operations will give you an edge. Research their portfolio companies and recent transactions. This knowledge will not only help you answer questions but also demonstrate your genuine interest in the company.
✨Prepare for Team Collaboration Questions
Carlyle values collaboration across teams. Be ready to share experiences where you've successfully worked with others to achieve a common goal. Think about how you can illustrate your communication skills and ability to adapt in a dynamic environment.
