Senior Analyst, Central Analytics & Reporting
Carlyle Group
- Location
- Washington, DC
- Work model
- On-Site
- Level
- Senior
- Posted
- 30d ago
Skills
About this role
Team
Summary The Central Analytics & Reporting (“CA&R”) team provides centralized support in the completion of existing reporting deliverables and requests, including providing data, managing data collection, reviewing reporting outputs for content, compliance, format, and promoting consistency and standardization. The team increasingly leverages automation tools to streamline data preparation, enhance quality checks, and accelerate reporting cycles. Additionally, CA&R is tasked to create new reporting dashboards and other automated outputs to create best-in-class reporting for our investors and to drive efficiencies in production and review processes. When providing data to stakeholders, CA&R must gather requested inputs and share data in a meaningful way, providing stakeholders access to relevant information for decision-making.
Position
Summary The Senior Analyst plays a significant role in the production of recurring reporting deliverables, including the Quarterly Update to Investors (“QUI”) reports. The Senior Analyst will be responsible for reviewing content prepared by deal teams, drafting content leveraging current technology, coordinating data needed for reports from other departments, and assembling an accurate and complete draft. Additionally, the Senior Analyst will be responsible for preparing and responding to data requests, both internal and external, by leveraging existing reporting tools. The Senior Analyst must gain a solid understanding of the Carlyle data model to be successful. This position must be able to prioritize multiple tasks from multiple stakeholders in a deadline-oriented environment while maintaining strong attention to detail and communication skills. The Senior Analyst will be an active participant in technology projects, collaborating with CA&R colleagues, Fund Management, Product Managers, and Global Technology and Solutions (“GTS”) to improve reporting technology, data collection and ultimately, to drive efficiencies and scale in the preparation and review of recurring reporting deliverables using tools such as Snowflake, Claude, and internal Carlyle tools. The Senior Analyst must gain an understanding of reporting needs, write requirements, and work with GTS to develop, test and implement new solutions.
Responsibilities
Recurring Reporting Deliverables: Preparation of investor reporting deliverables including the QUI. Review of content drafted by deal teams and Fund Management, communication / follow-up when questions arise Coordination of data needed for reporting deliverable with other departments, clear communications of needs and timeline Compilation of final deliverables following review protocols established by the CA&R team Demonstrate strong ownership of the reporting process by resolving open items, following up on outstanding inputs, and driving deliverables through to completion on a timely basis. Data Requests: Coordinate and complete ad hoc and LP data requests. Create new reports or dashboards utilizing the technology tools available to the team Perform self-check of work to ensure data compiled is accurate and complete, meets the needs of the requestor, and is delivered on a timely basis Ensure stakeholders understand the underlying data, key assumptions, and relevant context so the information is used and interpreted appropriately Value Stream projects: Alongside CA&R leadership, participate in the prioritization and development of technology enhancements and process improvements that can increase automation and efficiency related to reporting. Actively share ideas and solicit others’ input to influence the technology and operational strategy. Participate in requirements meetings, status updates and user testing, ensuring that the goal of the value stream is achieved through the work completed. Draft communications and trainings for Fund Management stakeholders. Data Collection & Validation: Support the collection of data used across Carlyle by managing