2-Year Analyst, Real Estate Portfolio Management
Carlyle Investment Management, LLC

Job Info

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Position Summary

To support and manage fund-level financial analysis, reporting databases, and treasury processes. Specifically, this position requires the ability to extract information from asset management teams and financial models to build and be responsible for fund-level financial model forecasts, reporting and ad hoc sensitivity analyses. Additional duties include fund-level capital and liquidity management, monitoring asset-level and fund-level debt, and performance analysis.

Key Duties/Responsibilities

Fund-Level Financial Modelling / Forecasting (30%)

• Monitor and forecast fund-level cash flows and sources/uses of capital
• Assess fund-level risk under different scenarios and assumptions
• Aggregate and analyze reserves related to investments under stressed scenarios

Review and Monitor Outstanding Debt (20% of time)

• Review and abstract new asset-level debt facilities
• Conduct quality check and coordinate with teams to keep debt database and quarterly reporting current
• Proactively monitor debt covenant compliance
• Compute quarterly fund credit facility debt compliance reports
• Prepare quarter debt summary schedules and support investor data requests

Create Fund Level Performance Metrics (15% of time)

• Provide standard quarterly reports and analyses to investors
• Create ad-hoc investor requests when required

Treasury and Cash Management (15% of time)

• Manage fund-level cash needs and execute draws/paydowns of the fund credit facilities
• Aggregate and analyze quarterly capital call and distribution data

Ad-hoc Analysis (20% of time)

• Create presentations and analysis as requested by senior management to support investment decisions by the head of U.S. Real Estate
• Assist in the development of annual investor conference presentations and support materials
• Fundraising support
• Process improvement/automation initiatives

Qualifications

• Bachelors Degree in a quantitative field or equivalent professional experience
• In-depth knowledge of cash flow analysis and financial modelling
• Strong quantitative and analytical skills
• Experience working among diverse teams
• One to three years of experience in corporate finance, treasury or similar functional role
• Experience with abstracting and understanding loan documents a plus
• Real estate industry experience a plus
• Experience analyzing and modelling cash flows; advanced proficiency in Microsoft Excel
• Ability to analyze, interpret and model the impacts of legal documents
• Experience with database systems a plus
• Ability to work well within teams
• Project management experience
• Ability to multi-task and balance multiple priorities

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $325 billion of assets under management and more than half of the AUM managed by women, across 498 investment vehicles as of March 31, 2022. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with nearly 1,900 professionals operating in 26 offices in North America, South America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its 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 Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation. At Carlyle, we know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business. As our Chief Executive Officer, Kewsong Lee, stated, "We seek to attract individuals from a broad set of backgrounds and experiences because we know that diverse teams ask better questions and inclusive teams find better answers. Our diverse and inclusive community makes us better partners and ultimately, helps us to build better."

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