Full-Time
Vice President Data Strategist
Global Wealth
Posted on 7/1/2026
Carlyle
1,001-5,000 employees
Global investment firm deploying private capital
Compensation Overview
$200k/yr
New York, NY, USA
In Person
Bachelor's, Master's
 Business & Strategy (1) |
|---|
Get referred to Carlyle
See people who can refer or advise you
- A Bachelor's or Master's degree in Finance, Business, Data Analytics, or a related field.
- At least 8 years of experience in technology strategy or business intelligence roles, preferably within financial services, private equity, or Wealth Management.
- Proficiency in dashboarding tools such as Power BI and financial advisor data packages such as Discovery and Wire/Broker-Dealers.
- Strong knowledge of data automation and analytics.
- Demonstrated understanding of private equity, alternative investments, and Wealth Management, with the ability to link data analytics to business strategies.
- Familiarity with the Alternative Asset Management industry, preferably Wealth and the fundraising process.
- Strategic and project management capabilities coupled with strong analytic and financial acumen.
- A demonstrated track record of improving the efficiency of a business or function through organization and planning, collaboration, issue resolution, and creative problem-solving.
- Exceptional problem-solving skills and the ability to use data to derive insights and drive decision-making.
- Strong interpersonal and communication skills, including the ability to summarize data into actionable business strategies for senior leadership.
- Ability to work in a fast-paced, high-stakes environment while managing multiple projects and deadlines.
- Ability to engage with and influence a range of senior business stakeholders.
- Ability to identify issues and trends and recommend innovative, actionable solutions.
- Superior written and verbal communication skills and the ability to work effectively in a team-oriented environment.
- Strong organizational skills and attention to detail.
- Ability to balance providing direction with offering assistance.
- Analyze dashboards tracking key performance indicators, including fundraising activity, new producers, and revenue growth.
- Provide data-driven insights to guide strategy and optimize outreach.
- Leverage internal data and external market intelligence to analyze data, drive strategic decision-making, and better inform management.
- Leverage generative artificial intelligence tools such as ChatGPT to automate processes and integrate them with internal data.
- Provide real-time data to sales leadership to support decisions that drive revenue growth, enhance relationships, and prioritize global business-development opportunities.
- Work with Sales, Marketing, and Strategic Accounts teams to ensure data flow and solution integration and to deliver strategic projects.
- Maintain a deep understanding of the alternatives and Wealth Management landscape and monitor industry trends, regulatory changes, and investor expectations.
- Experience in technology strategy or business intelligence within financial services, private equity, or Wealth Management.
- Familiarity with the Alternative Asset Management industry, particularly Wealth and the fundraising process.
Carlyle is a global investment firm that manages private capital across three segments: Global Private Equity, Global Credit, and Carlyle AlpInvest. It raises capital from institutional and other investors and allocates it to private equity deals, credit strategies, and private markets services to help companies grow and generate returns. Its products include private equity investments (growth and buyout), credit-based lending and structured credit, and private markets solutions via AlpInvest. Carlyle differentiates itself with a widespread footprint (28 offices across four continents), deep industry expertise, and an integrated, multi-strategy platform that coordinates capital deployment and value creation.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Dublin, Ireland
Founded
1987
Get referred to Carlyle
See people who can refer or advise you
Simplify's Take
What believers are saying
- Q2 2026 inflows hit $16.8 billion, including $5 billion for its next U.S. buyout fund.
- Carlyle reported record $485 billion AUM and highest distributable earnings in nearly four years.
- The BASF Coatings acquisition and Unum closing should expand Carlyle’s credit and industrial footprint.
What critics are saying
- Carlyle Tactical Private Credit saw 15.7% redemption requests in Q1 2026, above limits.
- Chubb is pressing counterclaims over seized Russian aircraft, extending Carlyle Aviation litigation.
- A Delaware derivative suit targets founders and directors over a $344 million payment.
What makes Carlyle unique
- Carlyle spans buyout, credit, and AlpInvest across $485 billion AUM as of June 2026.
- Harvey Schwartz’s 2026 turnaround pairs fundraising, repurchases, and a new defense-industrials platform.
- Carlyle secured EU approval for BASF Coatings by divesting Nouryon’s polysulfides business.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Life Insurance
Disability Insurance
Paid Vacation
Paid Holidays
Family Planning Benefits
Wellness Program
Company News
Californian missile-making startup Castelion has closed a funding round exceeding $1 billion, co-led by Carlyle Group, JPMorgan Chase, and Andreessen Horowitz. The Series C investment comprises $800 million in equity and a $250 million revolving credit facility, raising the company's valuation to $13 billion. The fresh capital will fund production of Castelion's Blackbeard hypersonic missile and development of a larger hypersonic strike weapon and air-defence missile. Military leaders seek more hypersonic weapons to match China's growing arsenal, whilst the Pentagon requires increased production of traditional defensive systems like Patriot missiles. Castelion, founded by three SpaceX alumni, has invested roughly $250 million building a New Mexico production campus and is searching for a new factory site.
Carlyle reported second-quarter results that exceeded analyst expectations, with revenue of $1.11 billion beating estimates of $921.4 million. Adjusted earnings per share came in at $1.07, surpassing the $0.91 forecast. The private equity firm's strong performance was driven by its AlpInvest and Global Credit divisions. CEO Harvey Schwartz highlighted record distributable earnings in both units and robust capital returns to clients across multiple asset classes and regions. Operating margin declined to 22.3% from 40% in the prior-year period. The company's market capitalisation stands at $17.23 billion. During the earnings call, analysts questioned management about fundraising timelines, the MAI Capital acquisition rationale, compensation ratios, and growth prospects in defence and industrials. Schwartz indicated most flagship fund closings would occur over the next 24 months.
Prime Capital Financial has entered a strategic partnership with Carlyle through an approximately $600 million hybrid capital solution that includes a minority ownership investment in the independent wealth management firm.
Carlyle Group beat Wall Street's revenue expectations in Q2 2026, with sales rising 14.2% year on year to $1.12 billion, exceeding analyst estimates by 21.9%. The private equity firm reported GAAP profit of $0.37 per share, down from $0.91 in the same quarter last year. Assets under management reached $485 billion, surpassing analyst estimates of $480.2 billion and representing 4.4% year-on-year growth. Fee-related earnings grew 10.8% year on year to $358 million. Despite the strong quarterly performance, Carlyle's longer-term revenue growth has been modest, with 7.1% annualised growth over the past five years. Its recent two-year annualised revenue growth of 3.7% fell below its five-year trend. The company's market capitalisation stands at $18.23 billion.
Carlyle Group has agreed to acquire Bain Capital's stake in Wealth Enhancement, one of America's largest registered investment advisors. The transaction signals continued private equity interest in the wealth management sector despite years of consolidation. Bain is exiting after supporting Wealth Enhancement's expansion through acquisitions and organic growth. Carlyle is stepping in expecting further value creation opportunities. Wealth Enhancement has grown into one of the country's largest RIAs through aggressive acquisitions whilst maintaining local client relationships. The firm's recurring fee revenue, demographic tailwinds, and fragmented competition continue attracting institutional capital. The deal reflects how RIAs have evolved from professional practices into scalable operating businesses valued at billions. Private equity firms are betting on continued asset gathering, acquisitions of smaller competitors, and serving an ageing population requiring sophisticated financial planning.