Associate, Direct Lending Portfolio Management
Carlyle Investment Management, LLC

Job Info

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Position Summary

Carlyle Direct Lending seeks to hire an Analyst / Associate to serve as a key member of the Carlyle Direct Lending Portfolio Management team which focuses on monitoring direct lending portfolio companies, liability management across the platform, valuations, portfolio level risk and performance attribution analysis, public company reporting requirements, and overall business management processes. This role will provide the Analyst / Associate with significant interaction with key senior management internally as well as growing external exposure to key parties including investors, lenders, ratings agencies and third-party valuation firms. Analyst / Associate will develop both their business management acumen and credit skills in a team-oriented, fast-paced work environment.

Key Duties/Responsibilities

Responsibilities include:

• Proactive management of various credit facilities by tracking portfolio investments, borrowing bases, credit line triggers and compliance.
• Collaborate with other members of Direct Lending team to understand potential weaknesses in the portfolio and forecasting potential trigger events and cushion levels within each credit facility.
• Work closely with internal stakeholders including Global Technology Solutions, Operations and Fund Management to maintain and enhance a database of key investment metrics (both position-level and company/fund-level)
• Ensure accurate and timely completion of various reporting requirements for key investors, lender partners and ratings agencies
• Perform analysis of key investment valuations, issues and risks and assist with communicating results to various internal and external stakeholders
• Working with cross platform teams to facilitate closing/funding of new and existing investments
• Various fundraising and investor relationship projects as the business continues to grow

Qualifications

Education & Certificates

• Bachelor's degree required

Professional Experience

• Minimum of 2 years of portfolio/fund management experience, preferable in the direct lending or private credit space
• Ideal candidate will have diversity of thought, natural quantitative and analytical skills, strong ambition, self-motivation and excellent communication skills
• Strong Excel and PowerPoint skills; experience managing large data sets a plus
• Comfort with analyzing legal documents including credit agreements, LPAs and knowledge of loan securitizations is a plus

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $301 billion of assets under management and more than half of the AUM managed by women, across 456 investment vehicles as of December 31, 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 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.

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