Analyst

Crestline Management, LP; Fort Worth (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Bonus and Benefits

Fort Worth Office Access

Professional development

Job summary

Crestline Management, LP is seeking an Analyst in Fort Worth with 2–3 years of experience in credit analysis or investment banking to contribute to investment analysis and execution in a fast-paced environment.

The role requires strong financial modeling skills, attention to detail, and the ability to collaborate with legal, compliance, and operations teams. You will support portfolio monitoring, due diligence, and investment memos while pursuing ongoing professional growth.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• 2–3 years of credit analysis, investment banking, or related financial services experience.
• Strong analytical and quantitative skills with complex financial models.
• Excellent communication and interpersonal abilities to present analysis.
• Highly organized and detail oriented in a deadline-driven environment.
• Proficient in Excel; familiarity with financial analysis software and databases.
• Demonstrated interest in the credit markets and investment management.

Responsibilities

• Conduct financial analysis and modeling to evaluate opportunities.
• Perform due diligence on potential investments.
• Stay updated on market trends and macro factors affecting credit markets.
• Assist in deal structuring, negotiation, and execution.
• Monitor portfolio performance and prepare regular reports.
• Support risk management by evaluating credit, liquidity, and market risks.
• Prepare investment memos and presentations for committees.
• Collaborate with legal, compliance, and operations teams.
• Pursue ongoing education and professional development.

Skills

Financial Analysis

Due Diligence

Investment Research

Deal Execution

Portfolio Monitoring

Risk Management

Communication

Collaboration

Continuous Learning

Education

Bachelor’s degree in Finance, Economics, Business Administration, or related field

Tools

Excel

Job description

Job Description

We are seeking a highly motivated Analyst with 2 to 3 years of experience to join our investment team in our Fort Worth office. 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.
• 2-3 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.