Crestline Investors · 2 months ago
Operations Transformation Manager
Fort Worth, Texas, United States
Full-time
Onsite
Senior Level
5+ years expCrestline Investors, Inc. is an institutional alternative investment management firm based in Fort Worth, Texas, specializing in credit and opportunistic investments. The Operations Transformation Manager will manage strategic initiatives to optimize Investment Book of Record operations, develop process improvements, and facilitate organizational change.
Asset ManagementFinanceFinancial Services
Responsibilities
Design operational workflow and controls for trade capture, reconciliation, and reporting
Optimize market and security master data workflows including consumption, maintenance, and hierarchy
Manage portfolio analytics and reporting development
Lead enterprise technology testing and implementation for operations and portfolio management functions
Collaborate with cross-functional teams to implement change initiatives
Train and develop operations teams on workflow and deployed technology
Manage functional teams in Communicate requirements and status with project management, technology, and third-party stakeholders
Identify operational risks and mitigate through technological processes
Qualification
Required
Bachelor's degree
5+ years of experience in investment operations, fund administration, or similar roles
Proven track record of managing large-scale investment or accounting operations with a focus on change management
Experience with technology implementation and knowledge of key investment operational workflows
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Company
Crestline Investors
Crestline is a global alternative investment management firm founded in 1997 and based in Fort Worth, Texas, with affiliate offices in London, New York, Tokyo, and Toronto.
201-500 employees
H1B Sponsorship
Crestline Investors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2022 (1)
Funding
Current Stage
Growth StageTotal Funding
unknown2025-09-04Acquired
Leadership Team
John S. Cochran
Partner and Chief Operating Officer
A
Amit Mahajan
Senior Managing Director & Senior Portfolio Manager
Recent News
GlobeNewswire
2025-12-16
2025-12-16
Company data provided by crunchbase