What are the responsibilities and job description for the Analyst, Private Credit Portfolio Management position at The Carlyle Group?
Position Summary
Carlyle Private Credit seeks to hire an Analyst to serve as a key member of the Carlyle Private Credit Portfolio Management team which focuses on portfolio construction and allocation, liability management across the platform, valuations, portfolio level risk and performance attribution analysis, public company reporting requirements, data management, and overall business management processes. Within the broader team's mandate, this role will focus on Carlyle's U.S. Direct Lending ("CDL") platform Business Development and Strategy including support for strategic platform initiatives, business management reporting/processes, competitor and market analysis, and investor relations for a publicly traded BDC. This role will provide the Analyst with significant interaction with key senior management internally as well as growing external exposure to key parties including investors, research analysts, lenders, and ratings agencies. The Analyst will develop both their business management acumen and credit skills in a team-oriented, fast-paced work environment.
The position will primarily support recurring management reporting, business forecasting, market research, and investor/board-related workstreams for CDL vehicles and initiatives. This role will provide exposure to investment professionals and senior stakeholders across the Global Credit, Investor Relations, Finance, Legal, Operations, and Corporate teams.
The position will also support business development and strategic execution across CDL, including new business initiatives, strategic transactions, strategic partnerships, BDC capital markets activity, and select cross-platform investment opportunities sourced from across Global Credit.
Responsibilities
- Assist with recurring management reporting across the CDL platform, including pipeline, origination, and other business performance materials, while helping ensure data accuracy and consistency across teams and systems
- Assist with the evaluation and execution of CDL platform new business initiatives, including financial modeling, market analysis, presentation materials, and coordination of internal approval processes
- Support the execution of strategic transactions for the CDL platform and specific vehicles, including diligence, financial analysis, legal and operational coordination, and preparation of internal decision materials
- Support BDC capital markets initiatives, including ratings agency engagement, debt and equity capital markets materials, and analysis related to financing and capital structure opportunities
- Evaluate cross-platform investment opportunities by performing returns analysis, reviewing transaction structures, and helping coordinate execution across investment, legal, compliance, finance, and operations teams
- Support business forecasting and budgeting processes by updating models, analyzing key assumptions, and coordinating inputs across the broader platform
- Produce market research and competitor benchmarking materials focused on the BDC and private credit landscape, including peer tracking, industry analyses, and internal market updates
- Help maintain and expand a library of strategic transaction, partnership, merger, and forecasting models to support ongoing and new business initiatives
- Assist with investor relations, ratings agency, and board support activities, including responding to data requests, preparing presentation materials, and tracking stakeholder engagement
- Support institutional fundraising initiatives in partnership with Credit IR, including fundraise materials, partnership modeling, and diligence support
- Contribute to ad hoc analyses and special projects related to platform growth, strategic planning, and operational scalability.
In-Office Requirements: 4 days per week in-office
Requirements
- Bachelor's degree required
- 1-2 years of investment banking, or related experience in corporate finance, private credit, private equity, or asset management
- Successful candidates will be strong team players with a self-starter mindset, the ability to manage multiple workstreams simultaneously, and the confidence to work with professionals across a range of functions and seniority levels
- Strong financial modeling and analytical skills, including ability to evaluate transactions, partnerships, and strategic initiatives
- Excellent verbal and written communication skills, including preparation of presentations, memoranda, and other internal/external stakeholder materials
- Experience supporting transaction execution, due diligence, and cross-functional project coordination
- Strong organizational skills and attention to detail, particularly in data-intensive and deadline-driven workstreams.
- Proficiency in Excel and PowerPoint, with strong comfort working with financial models and presentation materials
Benefits/Compensation
The compensation range for this role is specific to New York City 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 $120,000.
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 The Carlyle Group.
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $475 billion of assets under management, across 678 investment vehicles as of March 31, 2026. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals operating in 28 offices in North America, Europe, the Middle East, Asia and Australia.
Carlyle's purpose is to connect people, ideas, and capital to fuel growth for companies and performance for 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 deep expertise across industries, markets, and geographies.
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." Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.
Salary : $120,000