Financial Data Scientist Wealth

# Basic Information

Job Name: Financial Data Scientist Wealth Location: New York OVA Line of Business: Data Science Job Function: Investor Services Date: Friday, March 6, 2026

# Position Summary

2026 Budget Financial Data Scientist unbudgeted

# Responsibilities

• Conduct market and strategic analytics research focused on institutional and wealth investor segments, including pensions, endowments, foundations, sovereign wealth funds, and private wealth channels.
• Analyze and reframe institutional investment products to identify opportunities for adaptation and positioning within wealth management platforms.
• Develop competitive benchmarking across wealth management, institutional, and retail alternative investment products to inform product strategy and investor messaging.
• Partner with Investor Relations and Wealth teams to translate analytical insights into actionable recommendations that support fundraising, product structuring, and distribution strategies.
• Leverage Python, SQL, and modern analytics workflows to build scalable analyses, dashboards, and research outputs.
• Apply prompt engineering and large language models (LLMs) to synthesize qualitative and quantitative data, enhance market intelligence, and accelerate research workflows.
• Manage and analyze externally sourced datasets, including data obtained through third-party web scraping vendors, ensuring quality, relevance, and compliance.
• Facilitate tactical execution by delivering timely insights, data products, and analytical support to senior stakeholders across Investor Relations and Wealth.
• Collaborate closely with cross-functional partners, including product engineering and data teams, to ensure analytical outputs align with business objectives.

# Qualifications

## Education & Certificates

• Bachelors degree or higher in a STEM field required.
• Concentration in Computer Science, Math, Physics, or other engineering-related field preferred.

## Professional Experience

• 6-8 years of overall relevant technical experience required.
• Experience in data science or a related discipline with a proven track record of success.
• Strong proficiency in Python and SQL for data analysis, modeling, and research workflows.
• Experience working with large language models (LLMs), including prompt engineering and applied use cases in research or analytics.
• Ability to work with externally sourced and unstructured data, including datasets produced via third-party web scraping vendors.
• Experience integrating multiple data sources to produce coherent market and competitive insights.
• Experience working with the IR or Wealth Management teams.

# Competencies & Attributes

• Strong analytical mindset with the ability to translate complex data into clear, actionable insights for non-technical stakeholders.
• Excellent written and verbal communication skills with experience presenting findings to senior audiences.
• Comfort operating in a fast-paced, ambiguous environment with evolving business needs.
• Collaborative and proactive approach to working with cross-functional teams.
• High attention to detail and strong organizational skills.

# 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
• Disability
• Paid time off
• Paid holidays
• Family planning benefits
• 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 $477 billion of assets under management and more than half of the AUM managed by women across 678 investment vehicles as of December 31, 2025.

Founded in 1987 in Washington, DC, Carlyle has grown into one of the worlds largest and most successful investment firms with more than 2,500 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).

Carlyles 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
• Carlyle AlpInvest

Carlyle has expertise in various industries, including:

• Aerospace, defense & government services
• Consumer & retail
• Energy
• Financial services
• Healthcare
• Industrial
• Real estate
• Technology & business services
• Telecommunications & media
• 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.