Financial Modelling Associate
Crestline Investors is a global institutional asset manager with over $20 billion in assets under management. Headquartered in Fort Worth, Texas, Crestline specializes in providing structured equity, private credit, and opportunistic financing solutions to businesses across a wide range of industries. As a leading credit platform, Crestline is known for its flexible capital strategies, deep analytical rigor, and partnership-driven approach to investing.
This role is a unique opportunity to contribute to a high-performing investment team supporting the financial oversight and growth of a dynamic portfolio of companies.
About the Role
We are seeking a meticulous and strategic Financial Modelling Associate to join our team. This role plays a critical part in evaluating potential credit and equity investment opportunities through detailed financial analysis, budgeting, and performance reporting. The ideal candidate will have strong experience in 3-statement financial modelling, due diligence and analysis of financial statements—with the ability to communicate insights effectively to senior leadership.
Key Responsibilities
Financial Analysis
- Conduct thorough financial analysis and modeling to evaluate investment opportunities, including assessing credit risk, reviewing financial statements, and cash flow projections.
- Build and maintain sophisticated 3-statement models to support investment decisions, budgeting, and scenario analysis.
- Evaluate cash flows, debt service coverage, and capital structure implications.
- Present financial results and performance drivers to deal teams and investment committees.
Due Diligence:
- Conduct comprehensive due diligence on potential investments, including reviews of data rooms, financial statements and related deal documentation, industry research, and competitor analysis
- Participate in third-party expert research calls
- Participate in the drafting of investment memoranda and supporting analysis
Portfolio Monitoring:
- Monitor the performance of existing investments, analyze financial statements and operational metrics, and prepare quarterly update reports for senior management and investors.
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.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 4–7 years of experience in financial analysis, preferably with exposure to portfolio management, private equity, or credit investing.
- 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.
- Highly proficient in Microsoft Office Suite, particularly Excel. Experience with financial analysis software and databases is advantageous.
- Experience with financial software and valuation tools including CapitalIQ andBloomberg
- Comfort working independently and managing multiple priorities in a fast-paced environment.
Additional Information
- Location: Fully remote
- Compensation: Competitive annual salary, commensurate with experience
Top Skills
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