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  • Crestline Investors, Inc.

    Analyst, Investment Professional

    Full Time

    Fort Worth

    Skills

    Portfolio Analysis
    Equity Research
    Valuation Models

    Job Description

    Crestline's Opportunistic & Private Credit Strategies group is growing its junior-level talent pool and is seeking to hire a highly motivated Analyst with 1 to 2 years of experience. The ideal candidate will possess a foundational understanding of credit analysis or investment banking with relevant work experience.

    This role offers a unique opportunity to contribute to the analysis and execution of investment strategies in a dynamic and fast-paced environment. Team members work closely with the firm's portfolio and finance teams to assist with all aspects of the investment process, including financial analysis, capital structure evaluation, financial modeling, memorandum construction, portfolio monitoring and other strategic projects. 

    Key Responsibilities:

    • Perform detailed financial analysis and due diligence on potential credit investments, including leveraged loans, and other debt instruments.
    • Support senior team members in the sourcing, evaluation, and execution of opportunistic investment opportunities.
    • Develop and maintain financial models to assess investment risks and returns.
    • Monitor and report on the performance of existing investments, including market trends, company performance, and credit metrics.
    • Participate in investment committee meetings, contributing insights and analysis to inform decision-making.
    • Collaborate with cross-functional teams to ensure a cohesive investment strategy and execution.
    • Stay abreast of industry trends, economic indicators, and regulatory changes that may impact the credit markets.

    Qualifications:

    • Bachelor’s degree in Finance, Economics, Business Administration, or a related field. 
    • 1-2 years of relevant experience in credit analysis, investment banking, or a related financial services role. Experience in a credit-focused role is a plus.
    • Strong analytical and quantitative skills, with a proven ability to build and interpret complex financial models.
    • Excellent communication and interpersonal abilities, capable of effectively presenting analysis and recommendations to team members and stakeholders.
    • Highly organized and detail-oriented, with the capacity to manage multiple projects simultaneously in a deadline-driven environment.
    • Proficient in Microsoft Office Suite, particularly Excel. Experience with financial analysis software and databases is advantageous.
    • Demonstrated interest in the credit markets and investment management.

    What We Offer:

    • Competitive compensation package, including bonus and benefits.
    • Opportunities for professional growth and development within a dynamic and supportive team environment.
    • Exposure to a wide range of investment strategies and asset classes.
    • The chance to contribute to the success of a leading alternative investment management firm.


    About the company

    Crestline Investors, Inc. is an alternative investment management firm founded in 1997 and based in Fort Worth, Texas, with affiliate offices in London, New York, Toronto, and Tokyo. The firm is specialized in private credit strategies, offering a diverse range of investment solutions across its direct lending, opportunistic, and portfolio finance platforms.