Investment Analyst – Credit & Market Analysis

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

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.