Business Analytics Lead, IR Technology

Basic information

Job Name:

Business Analytics Lead, IR Technology

Location:

New York/340

Line of Business:

Global Technology & Solutions

Job Function:

Investor Services

Date:

Thursday, September 18, 2025

Position Summary

Carlyle is seeking a highly skilled and innovative Business Analytics Lead to join the Global Technology & Solutions team. This role combines deep technical proficiency with business acumen to drive insights, reporting, and technology solutions that align with the strategic objectives of the Investor Relations team. The individual will serve as the hands-on technical resource for real-time business analytics, supporting decision-making through data-driven insights and helping streamline reporting processes. Additionally, the candidate will possess knowledge in the generative AI space, to enhance data-driven insights by synthesizing structured and unstructured data from third party sources and internal systems, supporting strategic decision-making in fundraising.

The ideal candidate will work closely with the Global Head of Investor Relations and the COO of Investor Relations, with a dotted line reporting structure to ensure alignment with the team's strategic and operational priorities. This role requires strong technical expertise combined with the ability to tailor solutions to the specific business needs of Investor Relations.

In-Office Requirements: 4 days per week in-office

Responsibilities

• Custom Solutions Development: Design, develop, and deploy tailored technological solutions that meet the specific needs of the Investor Relations team, with a focus on strategic data management, analytics, and reporting.
• Analytics & Reporting: Build and maintain advanced dashboards and real-time visualizations that track key performance indicators (KPIs), including investor engagement, fundraising activity, and revenue growth. Provide data-driven insights to guide strategy and optimize outreach.
• Business Intelligence: Leverage internal data and external market intelligence, including industry publications and publicly available datasets, to build business intelligence tools that drive strategic decision-making and better inform management.
• Generative AI Implementation: Leverage generative AI tools like Hebbia, AlphaSense, and ChatGPT etc. to automate market research summaries and integrate them with internal data. Apply prompt engineering to optimize AI outputs, ensuring accuracy and relevance for senior leadership's strategic decisions.
• Strategic Tool Development: Collaborate with cross-functional teams to identify, evaluate, and implement the right tools and platforms for data analysis, investor tracking, performance monitoring, and communication, ensuring they align with the strategic goals of the Investor Relations team.
• Data-Driven Insights: Analyze market trends, client interactions, and competitive benchmarks to deliver valuable insights that help guide sales strategies, optimize outreach, and improve client targeting. Provide real-time data to the sales leadership, helping them make informed decisions to drive revenue growth, enhance investor relationships, and prioritize opportunities for business development globally.
• Cross-Functional Collaboration: Work closely with teams from Investor Relations, Finance, Legal, Marketing, and Investment teams to ensure data flow and solution integration, ensuring the seamless delivery of strategic projects.
• Technical Leadership: Provide technical leadership on the integration of new systems, including advising on best practices for data governance, automation, and scalability to enhance Investor Relations processes.
• Industry Expertise: Maintain a deep understanding of the alternatives and private investing landscape, continuously updating knowledge of industry trends, regulatory changes, and investor expectations to stay ahead of market developments.
• Hands-On Execution: Act as the go-to technical person for the Global Head of Investor Relations / [COO of Investor Relations], directly handling reporting requests and real-time data needs to support strategic business decisions.

Qualifications

Education & Certificates

• Bachelor's Degree, required
• Degree in Computer Science, Data Science, Finance, Business, or a related field, preferred

Professional Experience

• Minimum of 8 years of overall relevant experience, required
• 7+ years of experience in technology strategy, data analytics, or business intelligence roles, preferably within financial services, private equity, or investor relations, preferred

Competencies & Attributes

• Technical Expertise: Proficiency in programming languages (e.g., Python, R, SQL), dashboarding tools (e.g., Power BI, Tableau), and data management platforms. Strong knowledge of data architecture, automation, and system integration.
• Business Acumen: Demonstrated understanding of private equity, alternative investments, and investor relations with a proven ability to link technical solutions to business strategies.
• Analytical Thinking: Exceptional problem-solving skills with a track record of using data to derive insights and drive decision-making.
• Communication Skills: Strong interpersonal and communication skills, with the ability to translate technical concepts into actionable business strategies for senior leadership.
• Leadership: Ability to lead projects and collaborate across diverse teams, including non-technical stakeholders.
• Adaptability: Comfortable working in a fast-paced, high-stakes environment with an ability to manage multiple projects and deadlines.

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 $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.

Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle.

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.