Analyst, Valuation and Analytics

Job Title

Analyst, Valuation and Analytics

Location

New York/340

Line of Business

Finance

Job Function

Investor Services

Date

Wednesday, July 9, 2025

We are seeking a highly motivated professional to join our Product Control function within the Fund Management team for Global Credit. This role focuses on valuations and analytics for Private Credit investments, assisting in the end-to-end valuation process, collaborating with deal teams on complex valuations, and refining valuation templates in partnership with the Global Valuation Group. Additional responsibilities include coordinating third-party valuation reviews, supporting process improvements, and contributing to strategic initiatives such as technology implementations. The position offers an opportunity to shape and develop processes in a growing segment, requiring strong analytical skills, finance experience, and the ability to work independently in a fast-paced environment.

Valuations

• Assist in reviewing investment valuations across all Private Credit funds, including Private Equities and Private Real Estate, ensuring valuation models are sound and assumptions are well-documented and supportable. While the primary focus is Private Credit, knowledge of Collateralized Loan Obligations (CLOs) and Asset-Backed Securities (ABS) is a plus.
• Compile valuation materials to be presented to senior leadership and internal Valuation Committees on a quarterly basis.
• Partner closely with portfolio management and deal teams to address valuation scenarios and understand new investment assumptions (e.g., warrant valuation, purchase allocations).
• Facilitate alignment on valuation marks through conversations with the deal team, portfolio management, and third-party valuation firms.
• Support the development and refinement of valuation models to better address credit investments.
• Track and manage valuation deliverables to ensure compliance with internal controls.
• Liaise with internal and external auditors for all valuation-related inquiries.

Valuation Reporting & Analytics

• Partner with fund management teams, third-party administrators, and various teams to develop robust analytics and dynamic valuation reporting solutions, including self-service tools that provide real-time insights.
• Assist in preparing and creating new valuation reports for quarterly Valuation Committee meetings.
• Support regular and ad-hoc reporting requests from fund, segment, and firm leadership.

Process / Technology Initiatives

• Assist in driving strategy within the vertical on data and technology initiatives related to investment, fund, and investor data to drive consistent reporting across products.
• Document policies and guidelines, partnering with other functions to improve quality and promote consistency across Global Credit.
• Promote ongoing adherence to established policies and guidelines, fostering a culture of compliance and consistency throughout the organization.

Education & Certifications

• Bachelor’s degree required; concentration in Finance, Economics, or Accounting preferred.
• Progress towards CFA is a plus.

Professional Experience

• Minimum 1-3 years of relevant experience.
• Prior experience in private credit with a focus on investment valuation and financial modeling is a plus.
• Understanding of valuation concepts for operating companies, real estate, energy companies, and other debt/equity instruments.
• Knowledge and experience analyzing and modeling cash flows.
• Intermediate proficiency in Microsoft Excel. Familiarity with Capital IQ, Bloomberg, and Intex a plus.
• Strong finance and reporting experience within the alternative investment industry.
• Ability to work across departments and teams in a collaborative and efficient manner.

Competencies & Attributes

• Self-starter with a strong willingness to learn.
• Strong communication and interpersonal skills to work with a wide range of individuals.
• Strong organizational skills and attention to detail.
• Excellent written and oral communication skills.
• Ability to work effectively as part of a team and manage multiple responsibilities under tight deadlines.
• Commitment to advancing the firm’s Diversity, Equity, and Inclusion goals.

Benefits / Compensation

The compensation range for this role is specific to New York City and takes into account factors including, but not limited to, required skills, experience, and certifications. The anticipated base salary range is $80,000 to $90,000. The comprehensive benefits package includes retirement benefits, health insurance, life and disability insurance, paid time off, paid holidays, family planning benefits, and wellness programs. Eligible employees may participate in an annual discretionary incentive program, dependent on individual and organizational performance. Due to high candidate volume, only those selected to interview will be contacted.

About The Carlyle Group

The Carlyle Group (NASDAQ: CG) is a global investment firm with $477 billion of assets under management across 678 investment vehicles as of December 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world’s largest investment firms with more than 2,500 professionals operating in 27 offices worldwide. Carlyle invests across three segments — Global Private Equity, Global Credit, and Carlyle AlpInvest — with deep expertise across industries, markets, and geographies. Carlyle fosters development, retention, and inclusion through its seven Employee Resource Groups (ERGs) and a culture that values diverse perspectives to drive value.

Application

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