AVP, Global Credit Finance - Liquid Credit Funds

The Carlyle Group (NASDAQ: CG) is a global investment firm with $475 billion of assets under management, across 678 investment vehicles as of March 31, 2026. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals operating in 28 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle's purpose is to connect people, ideas, and capital to fuel growth for companies and performance for 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 deep expertise across industries, markets, and geographies. 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."

About the role

Caryle Global Credit is seeking an experienced individual responsible for supporting all aspects of fund management including finance, operations, tax, fund accounting and financial reporting for the Liquid Credit business closed-end carry funds. The individual will work closely with and support the Liquid Credit products team to execute on both the Collateralized Loan Obligations (CLO) and Revolving Loan focused investment programs. This position requires strong accounting and finance experience, working knowledge of the credit industry and investment products, sound organizational and analytical skills as well as the ability to build rapport with Carlyle investors, TPA and the various constituents we interact with throughout the firm. Understanding of valuation techniques for both liquid and illiquid credit products a plus.

Primary Responsibilities

• Coordinate with investment team, legal/tax counsel, and middle office operations team to plan and execute fund and deal closings, including legal entity structuring
• Aid with formation process for all new entities and prepare documentation needed for internal Legal Entity approval and coordinating establishment of tax documentation (W8, W9)
• Oversee cash management at the fund level, including directing borrowing/repayments requests and compliance reporting across multiple credit facilities
• Monitor legal compliance with various fund agreements, investment guidelines and side letter arrangements
• Manage review of valuation models prepared by deal team and preparation of materials and certifications for quarterly Valuation Sub-Committee meetings
• Prepare fund and portfolio performance metrics
• Prepare revenue projection models, budgeting and re-forecasting files
• Aid in strategic initiatives related to technology and process enhancements

Management Company Reporting

• Coordinate corporate deliverables and disclosures for firm's public company reporting
• Manage monthly management fee and expense accruals and quarterly budget analyses as relates to funds
• Manage the monthly working capital review and quarterly billing of expense reimbursements and management fees with Corporate Accounting

Tax Reporting

• Annual review of tax workbooks detailing book to tax difference to tax returns, tax returns and partner K-1s
• Monitor entities for tax compliance
• Oversight of external tax middle office team

Requirements

• Education & Certificates: Bachelor's degree, required. Concentration in Accounting and/or Finance, preferred. CPA preferred
• Professional Experience: Minimum of 8+ years' experience either in private credit or public accounting. Experience in alternatives, familiar with fund accounting/GP/LP structures. Knowledge of U.S. GAAP with an emphasis on accounting for closed-end carry funds. Knowledge of credit and/or private equity industry. Knowledge of Structured Finance investments is a plus

Competencies & Attributes

• Highly motivated; Self-starter
• Ability to work under pressure to meet tight deadlines and balance multiple priorities
• An innovative and analytical thinker with strong problem-solving skills
• Strong organizational skills with the ability to own and see projects to completion
• Strong ability to manage and develop junior team members
• Strong interpersonal skills and a team player
• Excellent communication skills, both written and verbal

Benefits/Compensation

The compensation range for this role is specific to New York 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 $170,000 to $190,000. 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.