Junior Analyst, Transfer Agent
Carlyle Investment Management, LLC

New York, New York

This job has expired.


Position Summary

Credit Fund ("CTAC") and the BDCs on the Carlyle Direct Lending platform ("CDL"), that operate within the broader Carlyle Global Credit segment.

Key Duties/Responsibilities

Investor Servicing

  • Review, complete and respond to incoming investor requests and inquiries
  • Coordinate and review all investor reporting as required (i.e. capital accounts, investor communications including capital calls and distributions notices, due diligence presentations, performance, etc.)
  • Retrieve and compile relevant financial information for investor correspondence
  • Coordinate with Transfer Agent on initial onboarding of new investors including document review, required document compilation, tracking progress, etc.
  • Ensure the LP reporting website is updated timely with documents as necessary
Other
  • Act as a liaison between Carlyle and the Transfer Agent
  • Review daily Transfer Agent reporting from vendors and coordinate corrections as needed
  • Assist with internal questions on product features, investor accounts, and requests for reporting
  • Assist with new dealer and custodian onboarding at the Transfer Agent
  • Assist with dealer and investor communications/mailings
  • Assist in a wide variety of projects as reasonably assigned


Qualifications

  • Bachelor's degree required, Business, Finance or Accounting preferred
  • 2-3 years of experience required
  • Knowledge of 40' Act products features
  • Transfer Agency operational and process knowledge
  • Experience with Customer/Investor/Client Relations
  • Proficient in Microsoft Word, PowerPoint and Excel
  • Highly motivated
  • Self-starter
  • Time management/prioritization
  • Strong interpersonal skills and a team player
  • Strong organizational skills and detail oriented
  • Excellent communication skills - both written and oral


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.


This job has expired.

Get Hired Faster

Subscribe to job alerts and upload your resume!

*By registering with our site, you agree to our
Terms and Privacy Policy.

More Financial Services jobs


Hyundai Capital America
Irvine, California
Posted about 7 hours ago
Carlyle Investment Management, LLC
New York, New York
$75,000.00 - $125,000.00 per year
Posted about 3 hours ago
Carlyle Investment Management, LLC
New York, New York
$125,000.00 per year
Posted about 3 hours ago
View Financial Services jobs ยป