2023 Summer Analyst - Global Credit (Portfolio Management)
The Carlyle Group (NASDAQ: CG) is a global investment firm with $276 billion of assets under management and more than half of the AUM managed by women, across 415 investment vehicles as of June 30, 2021. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 1,800 professionals operating in 27 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.”
Global Credit Overview
Global Credit is a global, multi-product, markets-focused investment platform with approximately $66 billion of assets under management. More than 170 investment professionals manage 60 active funds that seek to provide investors an edge in pursuing opportunities to create value across various types of credit, public equities and alternative instruments.
Position Summary
Our Summer Analyst Program is a ten-week internship in our Global Credit segment. Carlyle’s Global Credit group offers Summer Analysts the chance to be engaged on our investment processes and add value within our deal teams. Summer Analysts will have the opportunity to also engage with professionals across Carlyle and Global Credit with weekly lunch and learns, senior leader mentorship, and other developmental opportunities.
Primary Responsibilities
The primary responsibility of the Summer Analyst will be to collaborate with small deal teams to analyze and execute investments. Our Summer Analysts will help to manage and complete the various portfolio reporting functions required by the team, such as company specific quarterly valuation reports and analysis (both quantitative and qualitative); extensive financial modelling; compiling quarterly portfolio updates for the investment team.
Additionally, the Summer Analyst will support the investment professionals in tasks such as preparing fund communications and marketing materials, processing non-disclosure agreements for new opportunities, and conducting general market and industry specific research.
Requirements
Education & Certificates
· To be eligible for the Carlyle Summer Analyst Program, students must be enrolled in a 4-year undergraduate university with the intended graduation date of Fall 2023 – Spring 2024
· Preferred GPA of 3.5
Professional Experience
· Prior internship in private credit or financial services is recommended
Competencies & Attributes
· Highly ethical
· Strong sense of accountability, responsiveness, and follow-through
· Team oriented, with consistent drive to maximize value-add to team
· Strong analytics
· Consistent attention to details
· Ability to handle projects with minimal training or oversight
· Excellent organizational skills
· Highly adaptable, with flexibility on depth and breadth of role and responsibilities