Portfolio Reporting Intern
No salary listed
Bachelor's, Master's
Barcelona, Spain
Hybrid
Finance & BankingPrivate Equity
About the job
Requirements
- Be currently enrolled as a bachelor's or master's student, or be a recent graduate.
- Have an excellent academic track record.
- Have native-level Spanish and fluent English, both written and spoken.
- Have strong Excel and financial modeling skills and strong analytical capabilities.
- Demonstrate interest in financial reporting, business performance analysis, and portfolio monitoring.
- Have intellectual curiosity and willingness to understand the financial and operational drivers of businesses across a variety of industries.
- Pay strong attention to detail and produce accurate and reliable work.
- Be proactive and self-motivated, with the ability to manage multiple workstreams and deadlines in a fast-paced environment.
- Use a structured and organized approach to managing recurring reporting processes and large volumes of information.
- Have strong interpersonal and communication skills to build effective relationships with portfolio companies and internal stakeholders.
- Work collaboratively and take ownership.
Responsibilities
- Review and analyze periodic financial and operational reporting received from portfolio companies, including KPI tracking, variance analysis, and performance monitoring against budgets and business plans.
- Maintain portfolio monitoring databases and ensure data accuracy and consistency across the reporting cycle.
- Support the quarterly portfolio valuation process by collecting and validating financial information, updating valuation materials, and coordinating with investment professionals and the fund management team.
- Work directly with finance teams across portfolio companies to collect, reconcile, and validate reporting information, ensuring timely and accurate delivery of portfolio data.
- Assist in preparing portfolio reviews, valuation reports, investor reporting materials, and presentations for internal stakeholders.
- Perform ad hoc financial and operational analyses to support portfolio management and reporting requirements.
About the company
Carlyle is an alternative asset manager that invests on behalf of institutional and high-net-worth clients. It pools client capital into funds and co-investments across private markets like private equity, credit, and real assets. Investment teams source, diligence, and actively manage holdings to grow value and realize exits over time. Its goal is to deliver attractive, risk-adjusted returns with liquidity options through a diverse, global platform.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Washington DC, District of Columbia
Founded
1987
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Simplify's Take
What believers are saying
- August 5, 2026: Q2 distributable earnings reached $472 million, up 18% year over year.
- Q2 2026 fee-related earnings hit a record $357.7 million.
- Second-quarter inflows reached $16.8 billion, led by credit and secondaries.
What critics are saying
- Carlyle’s shares lost over 14% in 2026, weakening retention and acquisition currency.
- SEBI’s January 2026 Yes Bank insider-trading notice threatens Carlyle’s India relationships.
- If fundraising stalls, Carlyle misses its 2028 target and the turnaround narrative collapses.
What makes Carlyle unique
- August 2026: Carlyle’s three segments generated record fee-related earnings across buyouts, credit, and AlpInvest.
- Harvey Schwartz’s 2028 targets and $2 billion buyback show disciplined capital allocation.
- May 2026’s $5 billion cornerstone deal proves Carlyle still wins giant mandates.
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Benefits
- Health Insurance
- Life Insurance
- Disability Insurance
- Paid Vacation
- Paid Holidays
- Family Planning Benefits
- Wellness Program