Senior Analyst, Strategy and Portfolio Management

Senior Analyst, Strategy and Portfolio Management

Location: New York / OVA

Line of Business: Carlyle AlpInvest

Job Function: Investor Services

Date: Thursday, April 23, 2026

Carlyle AlpInvest Partners is one of the largest private equity investors globally, with over $102 billion of total capital committed as of December 31, 2025, and more than 125 investment professionals. With offices in New York, London, Amsterdam, Hong Kong, Singapore, and Tokyo, Carlyle AlpInvest is a core division of the Carlyle Group. AlpInvest operates through three closely integrated investment teams: Primary Investments (commits capital to new private equity funds), Co-Investments (invests directly in private equity companies alongside our relationship managers), and Secondary & Portfolio Finance (provides liquidity solutions through a broad range of transactions throughout the capital structure).

Position Summary

The Strategy & Portfolio Management team sits at the center of Carlyle AlpInvest’s investment platform, providing analysis and insight across Primary, Secondary, Portfolio Finance, and Co-Investment strategies for Institutional and Retail/Semi-liquid products. The team collaborates with colleagues across investment, fundraising, investor relations, risk, legal, and compliance, and across offices in New York, London, Amsterdam, Hong Kong, Singapore, and Tokyo. As a Senior Analyst, you will develop deep knowledge about private equity portfolio management and construction, set up and maintain in-depth analyses of the firm’s portfolios, and work with large, complex datasets to create, manage, analyze, report, and explain investment and portfolio information. The role leverages Carlyle AlpInvest’s proprietary portfolio database, industry benchmarks, AI tools, and financial models, with a focus on developing and scaling these tools and processes to support a growing investor and product base. Analysis from the team informs strategic portfolio management decisions with regular exposure to investment team leadership and senior management.

Responsibilities

• Drive strategic decisions through advanced modelling and analyses of funds, portfolios, and liquidity.
• Maintain track records and key metrics across Primary, Secondary, and Co-Investment strategies to support fundraising and internal benchmarking.
• Prepare and automate monthly, quarterly, and annual portfolio reporting for investors, including performance attribution and benchmarking.
• Serve as a key point of contact for portfolio-related inquiries from investors, delivering timely, accurate, and well-reasoned responses.

Modeling & Tools

• Develop and enhance portfolio models covering cash flow forecasting, pacing, performance analysis/attribution, and client allocation.
• Support budgeting and forecasting at the portfolio, product, and firm level, including scenario analysis to inform strategic planning.
• Design and implement new analytical tools and reporting frameworks; improve business processes to scale operations for a rapidly growing client base.

Strategic Support

• Work with investment team leadership and senior management to establish and continually improve Carlyle AlpInvest’s liquidity and portfolio management practices.
• Support fundraising efforts through the preparation of track record materials, exposure modeling, and product development analyses.
• Contribute to ad hoc strategic initiatives and management presentations across the platform.

Education & Certificates

Bachelor’s degree required; strong academic record in a quantitative discipline (Economics, Mathematics, Econometrics, Engineering, or similar).

Professional Experience

Up to 2 years of experience in a relevant field.

Competencies & Attributes

• Advanced Excel skills; comfortable building and maintaining complex financial models.
• Analytical mindset with strong attention to detail; able to work accurately with large, multi-source datasets and translate findings into clear, actionable conclusions.
• Excellent written and verbal communication skills; able to distill complex quantitative output into concise, well-reasoned narratives for a senior audience.
• Highly organized and structured, with the ability to manage multiple workstreams and prioritize under deadlines.
• Genuine interest in private equity and alternative investments; prior exposure through experience, coursework, internships, or self-study is a plus but not required.
• Familiarity with programming and AI/data tools is advantageous.

Benefits & Compensation

The compensation range is specific to New York and reflects a range of factors including skills, experience, licenses, and certifications. The anticipated base salary range is $110,000 to $120,000. In addition to base salary, the position includes a comprehensive benefits package (retirement benefits, health, life, and disability insurance, paid time off, paid holidays, family planning benefits, and wellness programs) and eligibility for an annual discretionary incentive program, depending on individual and organizational performance.

Due to the volume of candidates, only those selected to interview will be contacted by Carlyle.

About Carlyle

The Carlyle Group (NASDAQ: CG) is a global investment firm with approximately $477 billion of assets under management across 678 investment vehicles as of December 31, 2025. With more than 2,500 professionals in 27 offices worldwide, Carlyle invests across three segments—Global Private Equity, Global Credit, and Carlyle AlpInvest—and emphasizes development, retention, and inclusion through seven Employee Resource Groups (ERGs).