Associate, Strategic Initiatives, Executive Office

Company Profile

The Carlyle Group (NASDAQ: CG) is a global investment firm with $447 billion of assets under management and more than half of the AUM managed by women, across 612 investment vehicles as of September 30, 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 value diversity as a key driver of 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." Our aim is to cultivate a community where insights are continually exchanged and different perspectives are embraced. We recognize that diverse teams perform better and we are dedicated to leveraging diversity as a competitive advantage at Carlyle.

Position Summary:

This role in the Executive Office will play a critical role in supporting key initiatives across two primary areas: bank relationship management and firm-wide operational strategy. This role involves collaborating with senior leadership, driving strategic projects, and delivering actionable insights to enhance efficiency, performance, and collaboration across the organization.

Primary Responsibilities:

• Strategic Partnership Management: Manage key bank relationships by identifying opportunities for deeper collaboration, value creation, and enhanced engagement.
• Project Management: Lead or assist in cross-functional initiatives to streamline processes, improve organizational efficiency, and enhance relationships with banking partners.
• Data Analysis and Reporting: Collect, analyze, and interpret data, including transaction flows, performance metrics, and operational insights, to inform strategic decisions and support executive leadership. Collaborate with business and GTS leadership to source and optimize critical firm data.
• Presentation Development: Prepare presentations, talking points, and other materials for meetings with banking partners, senior stakeholders, and leadership teams.
• Budgeting and Reforecasting: Partner with Finance to manage budgeting and reforecasting processes, delivering high-quality executive analyses to ensure alignment with strategic priorities and accountability.
• Operational Optimization: Identify and address operational inefficiencies, implementing process improvements to drive better outcomes across the organization.
• Strategic Support: Collaborate on the development, execution, and tracking of Carlyle's operational strategy, ensuring alignment with firmwide goals.
• Special Projects: Provide support for ad hoc initiatives related to banking operations, relationship management, or broader firmwide objectives.

Requirements:

Education & Certificates

• Bachelor's degree in business, Finance, Economics, or a related field; advanced degree (e.g., MBA) is a plus.

Professional Experience

• 5 years of experience in strategic project management, operations, financial analysis, or relationship management.
• Strong analytical skills with proficiency in Excel, PowerPoint, and data visualization tools.
• Exceptional communication skills, both written and verbal, with the ability to influence senior stakeholders.
• Proven ability to manage multiple projects, meet deadlines, and thrive in a fast-paced environment.
• Experience in the financial services or asset management industry is highly desirable.

Competencies & Attributes

• Strategic thinking and problem-solving skills.
• Strong relationship management and interpersonal skills.
• Detail-oriented with a focus on delivering high-quality work.
• Ability to work collaboratively across teams and functions.
• Proactive, self-motivated, and adaptable to evolving priorities.

Benefits/Compensation:

The compensation range for this role is specific to New York 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 $130,000 - $150,000.

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.