Sales Analyst, Client Partnership Group

Crestline Management, LP; Fort Worth (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation package

Bonus and benefits

Professional growth opportunities

Job summary

Crestline Management, LP is seeking a Sales Analyst to support the Client Partnership Group (CPG) in fundraising for Crestline’s Private Credit platform. The role will involve coordinating investor meetings, maintaining CRM data, conducting market research, and assisting senior team members to reach fundraising goals.

Based at Crestline’s Fort Worth headquarters, the analyst will gain exposure to institutional sales, fundraising, and multiple investment strategies within a dynamic, professional

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration or related field.
• 1–2 years of experience at an investment management firm.
• Excellent communication and interpersonal abilities; capable of multitasking.
• Highly organized and detail oriented.
• Experience in CRM and researching market/investor data.
• Interest in credit markets, institutional sales, and fundraising.

Responsibilities

• Sales Support & Strategy: coordinate investor meetings and support senior team during calls and meetings.
• CRM Management & Data Integrity: maintain and update investor data in CRM; track opportunities and outreach records.
• Investor & Market Research: analyze asset allocation studies and monitor market trends for targets.
• Project Support: assist with ad-hoc tasks and collaborate to ensure timely delivery of deliverables.

Skills

CRM management

Investor research

Market research

Sales support

Communication

Education

Bachelor’s degree in Finance/Economics/Business

Tools

CRM software

Job description

Job Description: We are seeking a highly motivated Analyst with 0 – 2 years of experience to join our Client Partnership Group (CPG). Comprising over 20 professionals, CPG is responsible for client service, new business development, and product management, serving multiple roles within the firm. The ideal candidate is pursuing a career in institutional sales / fundraising and has a general understanding of the Private Credit market. We are seeking a Sales Analyst to support our marketing and sales professionals in raising institutional and mass affluent capital for Crestline’s Private Credit platform. This role offers a unique opportunity to work alongside senior and mid-level members of CPG to reach our fundraising goals across our core investment strategies.

This position is based at Crestline’s headquarters in Fort Worth, Texas.

Key Responsibilities:

• Sales Support & Strategy
  • Coordinate and facilitate investor meetings by preparing relevant materials and supporting senior team members during calls and in-person meetings
  • Track the fundraising pipeline, support sales forecasting, and document meeting follow-ups
  • Conduct competitive research on market offerings and emerging product developments to keep the team informed
• CRM Management & Data Integrity
  • Maintain and update CPG's CRM (Customer Relationship Management) system to ensure accuracy and completeness of investor data
  • Track fundraising opportunities and pipeline metrics to support forecasting and strategic planning
  • Conduct contact research, manage data entry, and maintain outreach records to support the sales effort
• Investor & Market Research
  • Analyze asset allocation studies and public board meeting notes to generate insights on current and prospective investors
  • Monitor market trends and identify new fundraising targets through ongoing competitive analysis
• Project Support
  • Provide support on ad-hoc tasks, requests, and new initiatives
  • Collaborate with team members across CPG to ensure timely and high-quality execution of deliverables

Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• 1 - 2 years of relevant experience working for an investment management firm
• Excellent communication and interpersonal abilities, capable of managing and tracking multiple tasks at once
• Highly organized and detail oriented
• Experience working in a CRM and researching market and investor data
• Demonstrated interest in the credit markets and institutional sales / fundraising

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