Associate, Investment Professional

Crestline Investors, Inc.

Fort Worth, TX, USA
Posted on June 10, 2024

Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is an institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides beta and hedging solutions for institutional clients. The company maintains affiliate offices in New York City, London, Toronto and Tokyo.

About Us: Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is a leading institutional alternative investment management firm with $17 billion in assets under management. We specialize in credit and opportunistic investments, leveraging deep industry knowledge and a rigorous investment process to generate value for our investors. Our team is dedicated to excellence, integrity, and innovation in pursuing the highest standards of investment strategies.

Job Description: We are seeking a highly motivated Associate with 2 to 5 years of experience to join our investment team. The ideal candidate will possess a foundational understanding of credit analysis or investment banking. This role offers a unique opportunity to contribute to the analysis and execution of investment strategies in a dynamic and fast-paced environment.

Key Responsibilities

  • Financial Analysis: Conduct thorough financial analysis and modeling to evaluate investment opportunities, including assessing credit risk, financial statements, and cash flow projections.
  • Due Diligence: Conduct comprehensive due diligence on potential investments, including industry research, competitor analysis, and assessing the legal and regulatory environment.
  • Investment Research: Stay abreast of market trends, industry developments, and macroeconomic factors impacting credit markets to identify investment themes and opportunities.
  • Deal Execution: Assist in the structuring, negotiation, and execution of investment transactions, including reviewing legal documents and coordinating with external advisors.
  • Portfolio Monitoring: Monitor the performance of existing investments, analyze financial statements and operational metrics, and prepare regular reports for senior management and investors.
  • Risk Management: Assist in the ongoing assessment and mitigation of portfolio risks, including credit risk, liquidity risk, and market risk.
  • Communication: Prepare investment memos, presentations, and other materials for internal discussions, investment committee meetings, and investor updates.
  • Collaboration: Work closely with other members of the investment team, as well as legal, compliance, and operations teams, to ensure smooth execution of investment processes and compliance with regulatory requirements.
  • Continuous Learning: Stay informed about industry best practices, new investment strategies, and regulatory developments through ongoing education and professional development activities.

Qualifications

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
  • 2-4 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.
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