Senior Analyst, CLO Compliance Operations
Carlyle Investment Management, LLC

Job Info

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Position Summary

Carlyle Global Credit's Operations team focuses on all Operational activities across the Global Credit Platform, including investment capture, investment funding, treasury management, portfolio compliance, and administrator oversight.

The CLO Compliance Senior Analyst will be responsible for overseeing the compliance process across Carlyle's US CLO platform. The Senior Analyst will work closely with operations, fund management and investment professionals to support our industry leading CLO business.

Responsibilities

• Actively monitor CLO Compliance tests
• Review of quarterly investor reports and waterfalls
• Hypothetical Testing
• Review and interpret indentures
• Daily interaction with Portfolio Management, Trading, and Structuring teams
• Regular reporting for Portfolio Management purposes
• Oversight of vendor relationships, including fund administration and trustees
• Ad-hoc reporting

Qualifications

• Bachelors Degree in Finance, Accounting, Mathematics, or related discipline
• 2-4 years of experience in Financial Services with a focus on CLO Compliance
• Team player who fosters collaboration across teams to improve efficiency of the organization
• Strong work ethic, willingness to keep learning, honesty and integrity, as well as strong interpersonal and communication skills.
• Detail oriented self-starter and intellectually curious
• Advanced Microsoft Office

Company Information

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.

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