Product Specialist Associate, Client Partnership Group

InforCapital, partnership; Fort Worth (TX); Hybrid; USD 70,000 - 90,000; Full time

Job summary

InforCapital, partnership in Fort Worth, United States, is seeking a Product Specialist Associate for its Client Partnership Group. This role involves supporting investor engagement by responding to inquiries and analyzing portfolio metrics in the context of direct lending.

Qualified candidates should have 3-5 years of experience in investment banking or private credit, with strong skills in PowerPoint and Excel. The position is full-time and is essential for managing deliverables effectively within the team.

Qualifications

• 3-5 years of experience in investment banking, private credit, or direct lending.
• Strong understanding of direct lending and private credit structures.
• Ability to manage deliverables end-to-end.

Responsibilities

• Prepare clear responses to investor inquiries regarding fund performance.
• Analyze key portfolio metrics and monitor direct lending market developments.
• Assist in preparation of quarterly portfolio reports and presentations.

Skills

PowerPoint

Excel

Investment banking

Private credit

Direct lending

Job description

# Product Specialist Associate, Client Partnership GroupCrestline InvestorsassociatePrivate Creditfull-timeLocationFort Worth, United StatesDate PostedMay 25, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Private Credit / associate jobs in Fort Worth, United States" are published.## About This RoleCrestline Investors is an alternative investment management firm specializing in direct lending and private credit strategies for middle-market companies. The Client Partnership Group focuses on investor engagement and product communication for the firm's direct lending strategy.The Product Specialist Associate will support Crestline's direct lending strategy within the Client Partnership Group. This role is well-suited for a candidate with 3-5 years of experience in investment banking, private credit, or an investment team who is comfortable managing deliverables end-to-end.Key Responsibilities:Support Investor Engagement:- Prepare clear, detailed responses to investor inquiries related to fund performance, asset performance, portfolio composition, credit metrics, and investment activity.- Synthesize complex investment information into professional materials for current and prospective investors.- Assist in preparation of quarterly portfolio reports and presentations, partnering with deal teams and operations to ensure accuracy and consistency.Analyze Portfolio & Market Data:- Track and analyze key portfolio metrics including yield, leverage, defaults, and recoveries.- Monitor developments in the direct lending market, including competitive dynamics, borrower demand, and macroeconomic trends impacting middle-market credit.Requirements: 3-5 years of experience in investment banking, private credit, direct lending, leveraged finance, or a related investment role; working understanding of direct lending and private credit structures including senior-secured loans; strong PowerPoint and Excel skills.Apply for this Position