Vice President, Global Credit Finance – Direct Lending

Vice President, Global Credit Finance – Direct Lending

Location : New York / 340

Line of Business : Finance

Job Function : Investor Services

Date :

Friday, September 26, 2025

Position Summary

Global Credit Finance teams serve as strategic business partners operating as the CFO function for the funds they support. Global Credit Finance serves as the connective tissue across deal teams, centralized activities and the broader Carlyle organization.

Carlyle Credit Direct Lending Fund Control team is seeking an experienced individual responsible for supporting all aspects of fund management including finance, operations, tax, fund accounting, and financial reporting. This position requires strong accounting and finance experience, working knowledge of the credit industry, sound organizational and analytical skills as well as the ability to build rapport with Carlyle investors, TPA and the various constituents throughout the firm. This position requires the individual to take full ownership of assigned responsibilities and manage the development of junior team members.

Responsibilities

Fund Management / Operations

• Coordinate with investment team, legal / tax counsel, and middle office operations team to plan and execute fund and deal closings including legal entity structuring
• Assist with the formation process for all new entities and prepare documentation needed for internal Legal Entity approval, coordinate establishment of tax documentation (W8, W9) for all entities
• Coordinate with Investor Relations on the closing of newly admitted LPs and assist in diligence requests
• Monitor legal compliance with various fund agreements and side letter arrangements
• Direct fund capital activity including capital call calculations, distribution calculations and the carry waterfall analysis, management fee and other allocations or reallocations prepared by the TPA
• Oversee the borrowing / repayments request and compliance reporting across multiple credit facilities
• Review of funds, portfolio, and investor level performance metrics
• Review of revenue projection models and budgeting and re-forecasting files
• Coordinate with Investor relation and the Business on new product launches
• Broadly support the team in building more efficient processes across functions and sufficiently documenting said procedures and policies.

Fund Accounting / Financial Reporting / Investor Reporting

Management Company Reporting

Tax Reporting

Qualifications

Education & Certificates

Professional Experience

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 $180,000 to $200,000.

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 $465 billion of assets under management and more than half of the AUM managed by women, across 652 investment vehicles as of June 30, 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 27 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.

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