Associate, CPG – Excel Modeling & Fundraising

Crestline; Fort Worth (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Crestline in Fort Worth, TX is seeking an Associate to join the Client Partnership Group (CPG). The role requires 2–4 years of experience in financial services and strong Excel skills.

You will build and audit Excel models, support fundraising, and deliver analyses for investor discussions with senior team members. Key responsibilities include data aggregation, scenario analysis, and documenting methodologies, with opportunities to influence tooling and firm‑wide investment discussions in a

Qualifications

• Bachelor's degree in Finance, Economics, Math, Business Administration, or related field.
• 2-4 years of relevant experience in financial services, investment banking, or related quantitative role.
• Exceptional Excel skills with VBA/macros.
• Strong analytical and quantitative skills with disciplined validation.
• Highly organized and detail‑oriented in a fast-paced environment.
• Clear written and verbal communication for cross‑team explanation.

Responsibilities

• Create fund level models to support performance projections and decisions, including scenario and sensitivity analysis.
• Calculate and review quarterly fund level performance, aggregating data and reconciling differences before results are distributed.
• Update and maintain MS Excel files used by Product Specialists and the CPG team with accuracy and documentation.
• Audit and improve existing models and automate recurring steps with VBA and macros.
• Support fundraising efforts by preparing performance analyses, data pulls, and materials for investor meetings and due diligence.
• Respond to ad hoc analytical requests from Product Specialists and teams within timelines.
• Document model assumptions, methodologies, and processes for reuse and handoffs.

Skills

Excel skills

VBA

Macros

Advanced formulas

Analytical skills

Education

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

Job description

Crestline in Fort Worth, TX is seeking an Associate to join the Client Partnership Group (CPG). The role requires 2–4 years of experience in financial services and strong Excel skills.

You will build and audit Excel models, support fundraising, and deliver analyses for investor discussions with senior team members. Key responsibilities include data aggregation, scenario analysis, and documenting methodologies, with opportunities to influence tooling and firm‑wide investment discussions in a