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Portfolio Assistant, Us Loans
2 months ago
**Basic information**:
- Job Name:
- Portfolio Assistant, US Loans & Structured Credit- Location:
- New York/OVA- Line of Business:
- Global Credit- Job Function:
- Investment Professionals- Date:
- Tuesday, May 7, 2024**Position Summary**:
- Our Global Credit segment is a multi-product, markets-focused investment platform. Established in 1999 with our first high yield fund, Global Credit currently operates 128 active vehicles across its three business segments, Liquid Credit, Private Credit and Real Assets Credit. As of December 31, 2023, Carlyle’s Global Credit platform has 205 investment professionals and approximately $188 billion in AUM
The Loans & Structured Credit team has long-standing close relationships with arrangers of leveraged finance and secondary market makers, and also has the benefit of Carlyle’s extensive network and strong relationships with the financial community. The team sources assets from both the primary and secondary market and has deal flow relationships with all major counterparties active in the U.S. and European leveraged finance markets, as well as strong relationships with nearly all private equity sponsors in these regions.
Loans & Structured Credit investment approach is highlighted as follows:
- Leverage the investment team's demonstrated analytical, trading and investment management expertise with The Carlyle Group’s superior industry, company and market knowledge.
- Source investment ideas through The Carlyle Group's extensive industry relationships and network of contacts.
- Invest in quality companies that offer high current income with a low risk of principal loss using fundamental credit analysis.
- Construct and actively manage portfolio asset allocations based upon fund objectives and expectations for macro-economic performance.
We are seeking a Portfolio Assistant to join the Portfolio Management team within US Loans and Structured Credit. The Portfolio Assistant will be integral to the investment team and will focus on supporting Portfolio Managers by handling the various technical tasks associated with managing a portfolio.
**Responsibilities**:
- Post-reinvestment Period Funds
- Track and review prepayments to keep funds reinvested
- Understand the different requirements for each fund and make sure funds are not in violation of any tests that would prevent reinvesting
- Partner with CLO Compliance Operations team to ensure timely file and tracker updates
- Partner with CLO Compliance and Liquid Operations teams to develop a standardized, automated reinvestment template
A&Es/ Refinancings/ Repricings
- Track all A&Es/ refinancings/ repricings
- Partner with CLO Compliance team to understand limitation on A&E for post RP funds
- For other funds including WAL funds (weighted average life constrained funds), work with the PMs to determine which funds can participate
Dashboard
- Actively monitor the compliance dashboard, review any failing test results and work with key stakeholders to identify triggers, restrictions to allocations and determine appropriate reclassification
Other
- Line up holdings/ capacity for Portfolio Manager trading plans
- Watchlist creation & tracking
- Update daily cash sheet with expected new issuance and paydowns
**Qualifications**:
- Bachelors Degree in Finance, Accounting, Mathematics, or related discipline
- 3-5 years of experience in structured credit investment banking or CLO Compliance
- Strong understand of CLO mechanics and tests
- Team player who fosters collaboration across teams to improve efficiency of the organization
- Strong work ethic, willingness to keep learning, honesty and integrity, as well as strong interpersonal and communication skills.
- Advanced Microsoft Office
- Strong quantitative and analytical skills
**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 $150,000.
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.
**Company Information**:
The Carlyle Group (NASDAQ: CG) is a global investment firm with $426 billion of assets under management and more than half of the AUM managed by women, across 586 investment vehicles as of December 31, 2023. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than
