What are the responsibilities and job description for the Associate, Investment Professional position at Crestline Investors, Inc.?
About Us: Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is a leading institutional alternative investment management firm with $17 billion in assets under management. We specialize in credit and opportunistic investments, leveraging deep industry knowledge and a rigorous investment process to generate value for our investors. Our team is dedicated to excellence, integrity, and innovation in pursuing the highest standards of investment strategies.
Job Description: We are seeking a highly motivated Associate with 2 to 5 years of experience to join our investment team. The ideal candidate will possess a foundational understanding of credit analysis or investment banking. This role offers a unique opportunity to contribute to the analysis and execution of investment strategies in a dynamic and fast-paced environment.
Key Responsibilities:
- Financial Analysis: Conduct thorough financial analysis and modeling to evaluate investment opportunities, including assessing credit risk, financial statements, and cash flow projections.
- Due Diligence: Conduct comprehensive due diligence on potential investments, including industry research, competitor analysis, and assessing the legal and regulatory environment.
- Investment Research: Stay abreast of market trends, industry developments, and macroeconomic factors impacting credit markets to identify investment themes and opportunities.
- Deal Execution: Assist in the structuring, negotiation, and execution of investment transactions, including reviewing legal documents and coordinating with external advisors.
- Portfolio Monitoring: Monitor the performance of existing investments, analyze financial statements and operational metrics, and prepare regular reports for senior management and investors.
- Risk Management: Assist in the ongoing assessment and mitigation of portfolio risks, including credit risk, liquidity risk, and market risk.
- Communication: Prepare investment memos, presentations, and other materials for internal discussions, investment committee meetings, and investor updates.
- Collaboration: Work closely with other members of the investment team, as well as legal, compliance, and operations teams, to ensure smooth execution of investment processes and compliance with regulatory requirements.
- Continuous Learning: Stay informed about industry best practices, new investment strategies, and regulatory developments through ongoing education and professional development activities.
Qualifications:
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- 2-4 years of relevant experience in credit analysis, investment banking, or a related financial services role. Experience in a credit-focused role is a plus.
- Strong analytical and quantitative skills, with a proven ability to build and interpret complex financial models.
- Excellent communication and interpersonal abilities, capable of effectively presenting analysis and recommendations to team members and stakeholders.
- Highly organized and detail-oriented, with the capacity to manage multiple projects simultaneously in a deadline-driven environment.
- Proficient in Microsoft Office Suite, particularly Excel. Experience with financial analysis software and databases is advantageous.
- Demonstrated interest in the credit markets and investment management.
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.