Product Owner, FM Global Credit Operations Technology Strategy

Basic information

Job Name:

Location:

New York/OVA

Line of Business:

Finance

Job Function:

Investor Services

Date:

Wednesday, January 25, 2023

Position Summary

The Operations Technology Strategy Product Owner will have direct accountability implementation of critical operations data models, integrations, Reporting and Analytics related projects. This position will contribute to the development of the EDW methodologies and best practices for the Carlyle Credit Platform. Initially this person will define the technology strategy for operations data, use of vendor applications, and the creation of scalable Credit Data Warehouse data model in support of business growth targets. He/she will drive strategy of operations data structures; reverse engineer source system structures for model sourcing and assist Data Management / Operations Team in designing strategy / data models for staging and data mastering / integration; conduct strategy reviews with project team members; support Fund Management and Deal Team data activities and work with staff to define source-to-target mappings. As the Credit Data Warehouse matures, the person will shift focus to working with Deal Teams, Fund Management, Operations Team on business needs, translating business needs in pricing, valuations, security master, and reference data requirements. He/she will be interfacing with Fund Management Team to ensure successful delivery of enterprise solutions.

Responsibilities

Proven track record in defining and driving data strategies for pricing/valuations, security master, and reference data for Credit segment.
Assist with the analysis of platform processes and capabilities and the ongoing development of a technology strategy for operations including datasets for Pricing, PNL, and Reference Data.
Experience with fund accounting platforms and data extraction (Geneva or VPM experience is needed)
Knowledge of financial instruments Bank Debt, Derivatives (CDS, Options, etc.), Bonds, CLOs, etc.
Experience with security data set (Bloomberg, Rating Agencies, etc.)
Work with Development Team and Data Management Team to create new data warehouse and integration frameworks focused on firm-wide initiatives
Assist Carlyle IT in implementing data management best practices (data consistency, reliability, and integrity) and framework for Carlyle IT.
Mentor team members on best practices, process improvement and data management discipline in order to improve effectiveness and skills of resources.
Guide the Deal Team on the completion of valuation models in line with Carlyle’s valuation policy as well as applicable accounting/industry guidance.
Support enterprise data systems leads in maintain documentation of current and future state environments (ongoing) for Security Master and Operational Datasets.
Demonstrate ability to lead and prioritize deliver of multiple projects and communication of strategy and vision.
Adept at listening and soliciting feedback from end-users and stakeholders of Credit Data Warehouse
Detailed and Process oriented skillset required to maintain golden source and ongoing data governance initiatives.

Qualifications

Education & Certificates

Bachelor’s degree in Business Administration, required
Concentration in Finance and/or Information Management or similar discipline, strongly preferred

Professional Experience

10+ years of experience in normalizing business valuations data, valuations of illiquid and complex securities, and/or structuring, trading, or whole loan modelling, required
Advanced knowledge valuation methodologies and financial models for RMBS, CMBS, CLO, ABS, and other structured finance securities
Experience with third party systems such as Bloomberg and Intex
Relevant experience with enterprise system implementation, required Markit EDM, Cloud platforms, specifically Snowflake preferred.
Strong Support the development of new data warehouse and integration frameworks focused on firm-wide initiatives
Capable of leading a team of internal and external support resources.
Must possess excellent oral and written communication skills to implement best practices and design principles.

Competencies & Attributes

Proficiency in designing financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses
Ability to develop valuation approaches for various forms of securities and unique instruments including equity and debt securities, loans, and structured products
Self-starter with a strong willingness 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 oral
Strong analytical and qualitative skills
Able to work independently and proactively manage responsibilities to completion
Committed to high standards of excellence and ethics, including the ability to maintain confidentiality of sensitive and proprietary information
Ability to transform business requirements into scalable, robust designs of data concepts through requirements analysis and interfacing with system stakeholders
Ability to grasp data concepts and understand complex data models a plus

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 $190,00 to $210,000.

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 $376 billion of assets under management and more than half of the AUM managed by women, across 520 investment vehicles as of June 30, 2022. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with nearly 1,900 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.

At Carlyle, we know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.

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