Senior Analyst – Valuations

Crestline Investors; Fort Worth (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial services firm in Fort Worth is looking for a Senior Analyst to join its Valuation team. This role includes supporting the monthly and quarterly valuations for private credit investments, building valuation models, and collaborating with investment teams to understand asset risks. The ideal candidate has a strong finance background, analytical skills, and experience in private investment valuations. A bachelor's degree in a relevant field is required, while advanced degrees or CFA designations are a plus.

Qualifications

• 2–5 years of experience in private investment valuations or asset management.
• Experience in valuing debt and equity instruments.
• Proficiency in financial modeling and analytical skills.

Responsibilities

• Support the monthly and quarterly valuation process for private credit investments.
• Build and maintain valuation models.
• Gather financial and performance data from internal systems and external sources.

Skills

Analytical skills

Financial modeling

Communication skills

Collaborative teamwork

Detail-oriented

Education

Bachelor’s degree in finance, Economics, Accounting, Mathematics, or related field

Advanced degree or CFA designation

Tools

Excel

Job description

Overview

Crestline Investors is seeking a highly motivated Senior Analyst to join our Valuation team. This role plays a critical part in supporting the firm’s valuation process across a diverse portfolio of private investments, including private credit, real estate, and other alternative asset classes. The ideal candidate will have strong analytical skills, experience with financial modeling, an interest in private credit and other alternative asset classes in a collaborative, fast-paced environment.

Key Responsibilities

• Support the monthly and quarterly valuation process for private credit investments.
• Build and maintain valuation models employing a variety of methodologies and approaches.
• Gather financial and performance data from internal systems, portfolio managers, and external sources.
• Collaborate with investment teams to understand deal structures and underlying asset risks.
• Assist in drafting valuation memos and supporting documentation for valuation committee reviews.
• Coordinate with external valuation firms and auditors to facilitate reviews and respond to inquiries.
• Contribute to process improvements and support special projects within the Valuation group.

Qualifications

• Bachelor’s degree in finance, Economics, Accounting, Mathematics, or a related field; advanced degree or CFA designation is a plus.
• 2–5 years of experience in private investment valuations, professional services firm, asset management or financial institution.
• Experience in valuing debt and equity instruments, with working knowledge of valuation techniques for illiquid assets and structured instruments.
• Strong analytical, quantitative, and problem‑solving skills, with proficiency in Excel and financial modeling.
• Excellent communication skills and ability to collaborate effectively with cross‑functional teams.
• Detail‑oriented, organized, and able to manage multiple priorities in a deadline‑driven environment.