What are the responsibilities and job description for the Senior Analyst, Valuations position at The Carlyle Group?
Senior Analyst, Valuations
Washington, DC
Full time
R-00021
Position Summary
This position will be responsible for supporting the maintenance and development of the corporate valuation process, including maintaining and assisting in developing valuation models, valuation analytics and data management, internal/external valuation reporting, tracking valuation deliverables and driving process efficiencies through a technology lens.
In-Office Requirement: 4 days per week
Primary Responsibilities
Valuation Models and Technology (35%)
Assist with maintaining and updating existing valuation models and developing new valuation models
Interact with GTS and business teams to develop business requirements for future-state valuation automation and database (including being a thought leader on how things can be done better using AI)
Monitor regular deliverables through SharePoint and other tracking methods
Work closely with valuation process stakeholders on valuation issues
Investment/Fund Level Valuation Metrics and Reporting (20%)
Prepare and update regular fund and investment valuation analytics and reports
Assist in developing trending and other key management reports
Work closely with other areas of Investor Services to ensure valuation data is consistent across firm
Manage and maintain valuation database and assist/facilitate interactions between the database and downstream systems
Create ad-hoc reports as required
Valuation Process (45%)
Interact and coordinate with Fund Management teams on valuation committee meetings and regular deliverables
Track and manage compliance with regular deliverables and policy
Maintain and update key valuation inputs for use by investment teams in valuation models
Assist with identifying and developing standard processes to streamline valuation process and add efficiencies to preparation of valuations
Assist with reviewing investment valuations
Requirements
Education & Certificates
Bachelor's Degree, required
Concentration in Finance, Economics, Accounting or Mathematics, or equivalent relevant work experience in addition to Bachelor's Degree in another field, required.
CFA or progress towards CFA is a plus
Professional Experience
2-4 years of relevant experience, required
Experience with database systems and Microsoft Access (experience with business requirement and working with an IT team to develop systems a plus)
Working knowledge of valuation concepts regarding operating companies, real estate, energy and/or debt/equity financial instruments
Experience analyzing and modelling cash flows; advanced proficiency in Microsoft Excel
Working knowledge of cash flow analysis and financial modelling
Knowledge of various AI tools and ways in which they can improve processes
Competencies & Attributes
Ability to work across departments and teams in a collaborative and efficient manner
Ability to take ownership of assigned tasks and responsibilities
Strong analytical and qualitative skills
Highly motivated and driven - able to work long hours during key busy periods
Highly organized and efficient - must be able to process a large volume of information and manage competing priorities and deadlines
High level of comfort interacting with professionals throughout the organization, at all levels and in many groups
Able to communicate clearly and effectively - both in writing and verbally
Able to maintain a high level of focus on process discipline but do so in a collaborative manner
Detail-oriented
Committed to high standards of excellence and ethics, including the ability to maintain confidentiality of sensitive and proprietary information
Effectively identifies issues and formulates solutions
Able to develop financial and operational models
Ability to use various AI tools
Ability to develop presentations with Microsoft PowerPoint a plus
Able to work independently and proactively manage responsibilities to completion
Benefits/Compensation
The compensation range for this role is specific to Washington, DC 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 $110,000 to $115,000.
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 Carlyle.
About Us:
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 : $110,000 - $115,000