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Portfolio and Risk Analyst

Company: Crestline Investors, Inc.
Location: Fort Worth
Posted on: November 27, 2022

Job Description:

Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is an institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides beta and hedging solutions for institutional clients. The company maintains affiliate offices in New York City, London, Toronto and Tokyo. Crestline is seeking an Analyst to join the investment team that manages a portfolio of private credit assets. The position is located at Crestline's main office in Fort Worth, Texas. This position will report to the two Managing Directors who manage the allocated portfolio, which is focused on private credit and real estate mortgages originated by the firm, as well as other liquid credit assets. This strategy is an important growth initiative of Crestline and the Analyst will have significant exposure to senior management. - The Analyst will assist in driving investment returns through asset and portfolio analysis as well as coordination with a variety of internal and external stakeholders. The position requires a solid understanding of financial modeling, investment process, and the ability to grasp and explain complex financial structures. Responsibilities:

  • Perform portfolio modeling and projections and build tools to assist with such
  • Work closely with internal and stakeholders such as Crestline underwriting teams, Prepare analytics, attribution, and valuation reports on a recurring and ad-hoc basis
  • Manage complex information flows, gathering financial and operational information from internal and external investment teams and providing/reporting it to internal stakeholders and external counterparties
  • Perform ongoing monitoring of portfolio positions; complete quarterly valuation analyses as well as quarterly investment updates for the Crestline investment committee and external counterparties
  • Manage the loan credit rating process, gathering information, answering questions, and working with the rating agencies, accounting, compliance, actuarial, legal, rating agencies, and external counterparties. The ideal candidate:
  • Bachelor's degree from a four-year college or university
  • Strong academic background - finance, accounting, economics or math preferred
  • Minimum 2 years of actuarial, accounting, audit, consulting, banking, or investment industry experience, with credit product experience preferred
  • Advanced Excel skills required. Actuarial or other financial modeling experience preferred.
  • Analytical / logical mindset and high attention to detail
  • Strong written and verbal communication skills with the ability to present clearly and concisely
  • Ability to manage internal and external relationships
  • Entrepreneurial mindset with the desire to be a key member of a team that is building a new business unit
  • Desire to work in a fast-paced, challenging environment; ability to prioritize and manage multiple projects at a time
  • Self-motivated with ability to both take initiative and work within a team setting

Keywords: Crestline Investors, Inc., Fort Worth , Portfolio and Risk Analyst, Accounting, Auditing , Fort Worth, Texas

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