The Carlyle Group · 3 months ago
Associate VP, FM Global Private Equity – Real Assets
Washington, DC
Full-time
Hybrid
Mid, Senior Level, Lead/Staff
$140K/yr - $160K/yr
8+ years expThe Carlyle Group is a global investment firm with a focus on creating value for its investors. The Associate VP role involves supporting the Fund CFO in managing US Real Estate funds, emphasizing investor reporting, portfolio operations, and financial modeling.
Asset ManagementFinanceFinancial Services
Responsibilities
Review and execute various business operations of the Funds:
Review capital call and distribution notice preparation
Review capital call calculations and allocations prepared by Partnership Accounting
Assess and document investment transactions to ensure the investment is appropriate and allowed under the Fund’s partnership agreement
Ensure all SOX compliance requirements are thoroughly executed
Work closely with the USRE Asset Management team on budgeting and the tracking of the Fund’s profitability, including carried interest projections
Monitor legal compliance with various Fund agreements and arrangements
Interact with investors on a frequent basis, produce and analyze a variety of ad-hoc investor reports
Respond to various investor-related requests sent by the Carlyle Investor Relations team
Assist in the fundraising process for USRE funds including completing due diligence questionnaires, responding to potential LP requests and updating performance information in the PPM
Prepare multi-year operating budget forecasts
Prepare materials for the quarterly business review
Prepare projected promote forecasts on a quarterly and ad-hoc basis
Design and/or review financial models based upon scenarios requested by the fund head
Review and coordinate quarterly credit facility reporting
Final review of quarterly reporting prepared by Partnership Accounting including financial statements prepared in accordance with GAAP and General Partner reporting for consolidation
Assist the Partnership Accounting team with the completion of the annual audit of the fund’s financial statements
Review quarterly long-term forecasts and promote projections
Prepare fund realized carry calculations and supporting sensitivity analysis
Qualification
Required
Bachelor's degree in Accounting, Finance or Economics required
Minimum of 8 years of experience in an accounting, financial, or other relevant capacity
Analytical capabilities and the accounting and financial principles related to private equity and the ability to apply the principles to the tasks at hand
Strong and confident communication with Investment Professionals, Investor Relations Professionals, and other Investor Service team member (Internal) as well as Investors and Service Providers (External)
Advanced Microsoft Office (including Excel and PowerPoint) skills required
Ability to work in a fast-paced and demanding environment and balance multiple tasks
Strong organizational skills and attention to detail required
Self-starter with a willingness to take the lead on tasks
Excellent communication skills - both written and oral
Demonstrated ability to work effectively as part of a team
Preferred
CPA / CFA preferred
Advanced financial modelling skills preferred
Benefits
Retirement benefits
Health insurance
Life insurance and disability
Paid time off
Paid holidays
Family planning benefits
Various wellness programs
Annual discretionary incentive program
Company
The Carlyle Group
The Carlyle Group is a private equity firm that invests in shareholders, people, and communities.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$3.64BKey Investors
Audax Private Debt
2025-09-16Post Ipo Debt· $800M
2025-09-04Secondary Market· $20M
2024-12-13Post Ipo Debt· $318M
Leadership Team
John Redett
Chief Financial Officer
Lindsay LoBue
Chief Operating Officer, Partner
Recent News
2026-01-25
2026-01-19
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