Analyst / Senior Analyst
3 days ago
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OnsiteFull-timeEntry
Summary
Crestline Investors, Inc. is seeking an Analyst / Senior Analyst to join their Middle Office Operations team in Fort Worth, TX. The role is crucial for supporting business growth and process efficiencies within the firm's credit platform.
About the Role
As an Analyst / Senior Analyst, you will prepare internal and external reporting, build and enhance fund-level models, support portfolio forecasting and liquidity modeling, reconcile transactions, and assist in implementing automation to streamline operations. This position offers broad exposure to finance, accounting, and investment processes.
About You
Required:
- Bachelor's degree in finance, accounting, or related field.
- Strong Excel skills.
Preferred:
- 1-3 years of experience in operations, fund accounting, or middle office at an asset manager, fund administrator, or investment bank.
- Exposure to private credit, direct lending, bank loans, or alternative investments.
- Experience with Power BI, Python, and/or VBA.
Crestline Investors, Inc.
Crestline Investors, Inc. is an alternative investment management firm founded in 1997 and based in Fort Worth, Texas, with affiliate offices in London, New York, Toronto, and Tokyo. The firm is specialized in private credit strategies, offering a diverse range of investment solutions across its direct lending, opportunistic, and portfolio finance platforms.
Fort Worth, TX