Description

Basic information

Job Name:

Associate Vice President, Global Credit Finance - Structured Products Valuations

Location:

New York/340

Line of Business:

Finance

Job Function:

Investor Services

Date:

Wednesday, July 2, 2025

Position Summary

This position will be responsible for managing the valuation of portfolio assets within Carlyle Global Credit's Liquid Credit, comprised of 35+bn of AUM. Asset coverage includes CLO debt and equity investments, bank loans, ABS and other structured finance securities. The individual will work with teams across the organization, including the Trading Desk, Finance, and Technology in assisting to carry out the valuation process for the assigned funds. This will provide the candidate with a broad range of exposure to different aspects of the business, with the core focus on valuation.

Responsibilities

• Management of the valuation process for Liquid Credit including deliverable tracking, presentation reviews, valuation model reviews, and completion of ad-hoc deliverables
• Coordinate with third-party pricing vendors to ensure comprehensive pricing coverage, address valuation challenges, and manage ad-hoc pricing requests. Support adherence to the firm's valuation policy through timely resolution of pricing-related needs
• Work with the Trading Desk on the completion of valuation reviews in line with Carlyle's valuation policy as well as applicable accounting/industry guidance
• Support the maintenance and enhancement of existing valuation models, and contribute to the development of new models and methodologies
• Work closely with deal teams to solve for complex valuation situations, escalating as required
• Drive enhancements and improvements to the valuation and reporting processes, procedures, and expand the use of technology
• Prepare and maintain daily, monthly, and quarterly valuation analytics and reports at the fund and investment level, including P&L attribution and analysis of performance drivers
• Identification of relevant credit specific metrics to include in the reporting
• Present valuation results to senior executives, including C-Suite leadership and members of the Board of Directors
• Manage and assist in the annual audit as well as interim reviews with the auditors

Qualifications

Education & Certificates

• Bachelor's degree, required
• Concentration in Finance Economics, or Accounting, preferred
• CFA or progress towards CFA is a plus

Professional Experience

• Minimum of 8+ years of overall relevant professional experience, required
• Experience in performing valuations of illiquid and complex securities, business valuations, and/or structuring, trading, or whole loan modelling, preferred
• Advanced knowledge of valuation methodologies and financial models for CLO, ABS, RMBS and other structured finance securities
• Strong experience with third party systems such as Intex, Kanerai and Bloomberg
• Knowledge of Python (including machine learning packages), R, MatLab is a plus

Competencies & Attributes

• Ability to develop valuation approaches for various forms of securities and unique instruments including equity and debt securities, loans, and structured products
• Maintain detailed records of all inputs used in the valuation process over time
• Highly self-motivated with a proactive attitude and a strong eagerness to learn
• Strong communication and interpersonal skills to work with a wide range of individuals and personalities
• Strong organizational skills and detail oriented
• Excellent communication skills - both written and verbal
• Strong analytical and qualitative skills
• Able to work independently and proactively manage responsibilities to completion, especially under tight deadlines
• Committed to high standards of excellence and ethics, including the ability to maintain confidentiality of sensitive and proprietary information

Benefits/Compensation

The compensation range for this role is specific to New York City 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 $160,000 to $180,000.

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 The Carlyle Group.

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. 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 Carlyle AlpInvest - 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 believe that a wide spectrum of experiences and viewpoints drives 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." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.