Product Analyst, Global Credit Technology

Carlyle Investment Management • New York, NY

401d • $120,000 - $160,000

About The Position

The Product Analyst will be a key member of the Business Acceleration team at Credit Tech Strategy, responsible for delivering tactical solutions that align with the strategic goals of the department and the firm. This role focuses on ensuring that stakeholders within the Global Credit segment effectively utilize technology to support various financial operations, bridging the gap between business needs and technical capabilities.

Requirements

• Bachelor's Degree required, preferably in Accounting, Finance, Information Technology, or relevant business domains.
• Minimum 6 years of experience as a Product Analyst or in a relevant role.
• Financial services industry experience with knowledge of data sets like Pricing, PnL, and Reference Data.
• 4+ years of experience in Software Development and Systems Implementations preferred.
• Experience working in an Agile/Scrum framework preferred.
• Excellent oral and written communication skills required.
• Willingness to take on new responsibilities as the environment evolves.
• Self-starter who can accomplish tasks independently or with minimal guidance.
• Experience with loan systems (e.g., WSO, Sentry) and accounting systems (e.g., Geneva, VPM) preferred.
• Experience in driving data strategies for Data warehousing, Valuations, Performance, Allocation, Attribution, and Internal/Investor Reporting preferred.
• Experience with Database solutions (e.g., SSMS, Snowflake) and Enterprise Data Management systems (e.g., Markit) preferred.
• Experience with workflow automation platforms (Unqork) or low-code/no-code technology preferred.
• Experience in building wireframes using tools like MS Access, Balsamiq preferred.
• Experience with Reporting/Dashboarding solutions (e.g., Microsoft Power BI, Tableau) preferred.
• Experience with Project Management (CI/CD) tools (e.g., JIRA, Azure DevOps) preferred.

Nice To Haves

• Experience in writing business requirements or user stories.
• Experience in documenting business processes.
• Project Management or Scrum Master experience.
• Experience in Software testing.
• Experience training users.
• Experience providing user support.
• Ability to grasp data concepts and understand complex data models.
• Strong analytical skills.

Responsibilities

• Collaborate with internal and external groups to analyze and document business requirements, software features, platform capabilities, and processes.
• Perform detailed financial data analysis.
• Collate and document requirements according to internally established standards, including creating user stories.
• Define and maintain acceptance criteria and assumptions.
• Review test plans and test cases.
• Document and maintain business context and processes.
• Provide user support to the Business Acceleration Team, Fund Management, Investor Relations, Global Technology Teams, and other departments as needed.
• Receive requirements for new functionality from users and help prioritize these with technical teams.
• 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 user testing for new functionality.
• Support workflow/processes to review discrepancies.
• Respond to user questions and provide solutions for immediate issues.
• Meet regularly with business user groups to understand pain points and provide recommendations to resolve these.
• Work with the Tier II technical support team to provide business context for production support issues.
• Provide training to power users for new enhancements and use cases.
• Understand key business processes and support efforts to streamline and standardize these processes.
• Keep projects on track and provide tactical solutions when necessary.
• On-board and transfer knowledge for any new hires in the team.

Benefits

• Comprehensive benefits package including retirement benefits, health insurance, life insurance, and disability.
• Paid time off and paid holidays.
• Family planning benefits.
• Various wellness programs.
• Eligibility for an annual discretionary incentive program based on performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees