Sr Business Analyst, Global Credit Technology
Carlyle Investment Management, LLC

Position Summary

This role is responsible for ensuring Carlyle internal and external stakeholders capture value from the technologies within our Global Credit segment as they relate to supporting front, middle and back office capabilities. The position will work closely with Global Credit business users and segment technology resources to bridge the gap between business needs and technical capabilities, especially as they relate finance activities.

The Sr. Business Analyst is responsible for the following key functions:

• Collaborate with internal and external groups to analyse and document software features, platform capabilities, and processes.
• Perform detailed finance data analysis.
• Collate and document requirements according to internally established standards:
  • Create user stories
  • Define and maintain acceptance criteria
  • Review test plans and test cases
  • Document and maintain business context and processes
• Act as a subject matter expert (especially in areas relating to finance, accounting, and tax).
• Act as a delivery manager when required.
• Provide user support to Fund Management, Equity, Investor Relations, and other departments as needed.
• Provide business process support to help simplify and standardize document posting and other power user processes.
• Act as the first line of support for new enhancement requests, translating the requests into existing capabilities or writing requirements for new capabilities.

Key Duties/Responsibilities

User and Production Support (10% of time):

• Respond to user questions and provide solutions for immediate issues.
• Meet regularly with business user groups to understand the pain points and provide recommendations to resolve these.
• Work with the Tier II technical support team to provide business context for production support issues.

Training (10% of time):

• Provide training to power users (e.g. fund management, deal teams) for new enhancements and new use cases.

Process Support (30% of time):

• Understand key business processes and support efforts to streamline and standardize these processes, by introducing automation or eliminating redundancies.
• Participate in the planning and creation of new processes as the business evolves, and as system capabilities are added.

New Requirements and Simplification (30% of time):

• Receive requests for new functionality from users and help the business to prioritize these with the technical teams (both internal and external).
• Utilize existing functionality to support requests where possible.
• Draft requirements for needs that are not met in the current systems.
• Work with technical teams to prioritize, plan, develop, and test the implementation of new requirements.
• Coordinate and participate in the user testing for new functionality.

Data Analysis and Reports (20% of time):

• Support processes to review discrepancy reports and resolve data quality issues.

Qualifications

Knowledge and Experience

• Minimum 8 years of business analyst experience required
• Financial services industry experience required
• Minimum of 6 years of experience working with/in finance and account functions
• Experience working in Agile/Scrum framework preferred
• Strong communication skills required
• Willingness to take on new responsibilities as the environment evolves and new skills are needed
• Self-starter who takes initiative to accomplish tasks independently or with minimal guidance from supervisor
• Experience working with loan systems (e.g. WSO, Virtus) and accounting systems (e.g. Geneva, PAM) strongly preferred

Education and Certifications

• Bachelor's Degree required
• Concentration in accounting, finance or relevant business domains field strongly preferred

Position-Specific Technical Requirements

• Experience in writing business requirements or user stories required.
• Experience in documenting business processes required.
• Project management or Scrum Master experience a plus
• Experience in software testing a plus.
• Experience training users a plus.
• Experience providing user support a plus

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $301 billion of assets under management and more than half of the AUM managed by women, across 456 investment vehicles as of December 31, 2021. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 1,800 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.

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