What are the responsibilities and job description for the Senior Analyst, CLO Portfolio Risk position at The Carlyle Group?
Department Description
Carlyle Global Credit Operations team focuses on all Operational activities across the Global Credit Platform, including investment capture, investment funding, treasury management, portfolio compliance, and administrator oversight.
Position Summary
The CLO Portfolio Risk, Senior Analyst will be responsible for overseeing the compliance and reporting 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 US Middle Market CLOs and Rated Note Fund Structure Compliance tests
- Review of quarterly investor reports and waterfall calculations
- 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
Requirements
Education & Certificates
- Bachelors Degree required
- Concentration in Finance, Accounting, Mathematics, or related discipline preferred
Professional Experience
- Minimum of 1-3 years of overall relevant experience, required
- Experience in Financial Services with a focus on CLO's, preferred
Competencies & Attributes
- 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
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 $80,000 to $130,000.
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 $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 and most successful investment firms, with more than 2,500 professionals operating in 27 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 : $80,000 - $130,000