Analyst, Investment Professional jobs in United States
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Crestline Investors · 15 hours ago

Analyst, Investment Professional

Crestline Investors, Inc. is an institutional alternative investment management firm based in Fort Worth, Texas. They are seeking an Analyst for their Opportunistic & Private Credit Strategies group in New York, where the individual will support the investment process through underwriting, credit analysis, financial modeling, and portfolio monitoring.

Asset ManagementFinanceFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Perform in-depth fundamental company and sector research, financial analysis, and due diligence on potential debt and equity investments
Support senior team members through all aspects of a potential transaction, including the sourcing, evaluation, and execution of investment opportunities
Develop and maintain complex financial models
Prepare and present investment committee memoranda
Assist with negotiating term sheets, commitment letters, and credit documentation
Monitor and report on the performance of investments post-closing
Additional and ad hoc duties as deemed necessary

Qualification

Financial modelingCredit analysisInvestment banking experienceMicrosoft Office SuiteAnalytical skillsInterpersonal skillsWritten communicationVerbal presentationOrganizational skills

Required

Strong academic credentials (bachelor's degree from a highly regarded institution) and job performance
Minimum of 1-3 years of post-undergraduate relevant work experience in investment banking, credit, or private equity
Solid quantitative, analytical, and financial skills
Advanced proficiency in Microsoft Office Suite, including Excel modeling
Excellent written and verbal presentation skills
Highly organized, motivated, and detail-oriented, with the capacity to manage multiple projects at once in a fast-paced environment

Benefits

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, and the opportunity to contribute to the success of a leading alternative investment management firm.
Discretionary annual bonus eligible.

Company

Crestline Investors

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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.

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 Stage
Total Funding
unknown
2025-09-04Acquired

Leadership Team

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John S. Cochran
Partner and Chief Operating Officer
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Amit Mahajan
Senior Managing Director & Senior Portfolio Manager
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Company data provided by crunchbase