Job Description

Fund or Department Description:

Carlyle's Japan Buyout platform which covers five vintages of funds with over 40 investments to date covering 3 core sectors: 1) Technology, Media, and Telecom, 2) Consumer, Retail and Healthcare, and 3) General Industries.

Position Summary:

• The main role of the Analyst is to coordinate reporting and valuation process for 10+ CJP portfolio companies, enhancing efficiency and effectiveness of the entire investment team
• In addition, the Analyst will lead project management efforts for new reporting-related initiatives-such as adopting AI solutions and implementing cutting-edge IT tools-to improve operational excellence
• This individual will also act as a liaison between the CJP team and the DC team on M&A execution and fund administration matters, contributing to the efficient and high-quality execution of deals

Responsibilities:

Portfolio Companies Reporting (30%):

• Serve as a central coordinator for collecting and updating both financial and non-financial data from CJP portfolio companies
• Collaborate with key stakeholders at portfolio companies to ensure accurate and timely financial review inputs
• Act as a central point of contact for inquiries from the Fund Management team, in close coordination with the Deal team

Valuation (30%):

• Provide hands-on support to Deal team members throughout the valuation process
• Prepare initial drafts of valuation reports, leveraging internal and portfolio company data
• Act as a central point of contact for inquiries from the Fund Management team, in close coordination with the Deal team

M&A Execution & Fund Administration (15%):

• Support and manage the execution of documents required during deal execution process and throughout investment period
• Handle internal reporting processes associated with deal execution activities

IR-Related Support (15%):

• Receive guidance from IR team including the Product Specialist to prepare responses for questions received from LPs (Japanese/English as appropriate) and internal/external materials relating to CJP team

Other Project Management (10%):

• Lead and drive CJP's reporting and technology enhancement projects

Qualifications:

Education & Certificates

• Bachelor's degree, required
• Concentration in Accounting, Finance, Economics, or similar field, preferred
• Minimum 3.0 GPA required
• Exceptional candidates in other majors considered, particularly those with relevant coursework or professional experience and strong analytical and quantitative skills

Professional Experience

• 0-2 years overall relevant analytical experience, required
• Prior experience in the asset management industry, preferred
• Strong accounting or financial background with the capability and desire to learn financial principles related to private equity

Competencies & Attributes

• Must be fluent in both English and Japanese in speaking, reading, and writing
• Advanced Microsoft Office (including Excel and PowerPoint) skills required
• Ability to operate in a demanding and fast paced environment and balance multiple tasks
• Significant overtime as well as availability outside of normal business hours required frequently
• Self-starter
• Strong interpersonal skills a must
• Articulate, polished and well-rounded with strong organizational skills and attention to detail
• Demonstrated ability to work effectively as part of a team
• Ability to succeed in a matrix organization with multiple areas of responsibilities
• High integrity and dedication to maintaining the confidentiality of sensitive and proprietary material

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 $80,000 to $90,000.

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.

Company Profile:

The Carlyle Group (NASDAQ: CG) is a global investment firm with $441 billion of assets under management and more than half of the AUM managed by women, across 636 investment vehicles as of December 31, 2024. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North 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 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. We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.

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