Analyst, Global Capital Markets
Carlyle Investment Management, LLC

New York, New York

This job has expired.


Position Summary

Position Summary
The Carlyle Global Capital Markets ("CGCM") team works with the Carlyle Private Equity and Global Credit deal teams to provide advisory, structuring, underwriting, and distribution services on publicly syndicated and privately placed loan and equity financings for existing portfolio businesses and new acquisitions. The Analyst position will be focused on Global Credit. The individual will help evaluate, structure, and distribute Global Credit financings via co-invest and third-party relationships.

Primary responsibilities will include supporting CGCM senior team members and Global Credit deal teams in processing and analyzing new deals, managing approval processes and key aspects of the distribution process, maintaining investor and market data tracking, and being a source for comparable deal analysis and market intelligence to the broader firm. In addition, the Analyst will assist in monitoring, managing reporting and maintaining analytics related to all functions of the business segment in conjunction with broader CGCM relationship development efforts among co-investors, third parties, and intermediaries.

Key Duties/Responsibilities

Primary Responsibilities

  • Evaluate primary financing opportunities with a focus on determining marketable deal capital structures and suitable investor bases
  • Support the team in all aspects of the syndication process, including generating marketing materials, maintaining data rooms for prospective investors, and coordinating due diligence
  • Lead the creation of approval memos for any underwriting or placement activity directly with senior team members
  • Act as central point of contact to maintain all investor feedback and centrally track to manage ongoing relationship development efforts for the firm
  • Create and maintain database of proprietary debt comps and analytics, including new public and private loan issuance, for internal usage among deal teams and CGCM seniors
  • Interface with origination, underwriting, portfolio management, investor relations, and other internal partners to coordinate execution of transactions and effectively meet deal timelines
  • Lead the generation and distribution of weekly, monthly, and quarterly capital markets updates for Global Credit
  • Manage responses for day-to-day information requests from both internal and external parties
  • Assist with legal and compliance requirements, including clearing conflicts and adhering to criteria for new deal eligibility, managing NDAs and NRLs with sponsor clients and investors, and managing risk reporting
  • Keep awareness and knowledge of up-to-date market information in both public and private financing markets
  • Generate periodic competitive analysis used for internal consumption, and investor due diligence in coordination with investor relations
  • Develop to be a key point of contact with the ability to assess a given transaction, identify initial key attributes and issues and effectively communicate the opportunity to prospective investors


Qualifications

Requirements
Education & Certificates
  • Bachelor's degree is required with strong academic record

Professional Experience
  • Candidates should have one year of relevant experience in the financial services industry, ideally leveraged finance or capital markets
  • Credit background and/or formal training preferred

Competencies & Attributes
  • High proficiency in Excel and PowerPoint
  • Self-sufficient, proactive, resourceful and ability to multi-task and meet deadlines
  • Strong written, interpersonal, and communication skills
  • High level of focus on work quality and attention to detail
  • Demonstrated ability to work effectively as part of a team


Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $325 billion of assets under management and more than half of the AUM managed by women, across 498 investment vehicles as of March 31, 2022. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with nearly 1,900 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.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."


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