Senior Analyst

Crestline's Fund Liquidity Solutions (FLS) provides Net Asset Value (NAV) financing to private equity funds and other asset vehicles seeking additional capital to support, grow and protect underlying portfolio companies, make additional acquisitions, provide liquidity to investors and other opportunistic portfolio management needs. The FLS group is looking to grow its talent pool with an experienced senior analyst to join a high-performing, fast-paced and collaborative team.

The position will be based at Crestline Investor's headquarters in Fort Worth, Texas, with flexibility to work from our office in Dallas, Texas.

Responsibilities:

• Conduct due diligence on NAV loan borrowers (private equity funds, venture capital fund, sector-specific specialists, family offices, etc.) and underlying portfolio companies and assets including on-site diligence, strategy and portfolio reviews, quantitative and qualitative performance analyses.
• Evaluate portfolio companies and assets by participating in meetings with the borrower’s deal teams, portfolio company management teams and industry experts as well as reviewing financial models, assessing the investment theses and risks, performing financial analyses to forecast investment returns, and developing relevant industry and portfolio company research from various third-party databases and resources.
• Construct company and fund-level financial forecasts and valuation models, including having strong understanding of, among others, DCF, LBO, M&A, accretion/dilution, comparable company and precedent transaction analyses.
• Lead preparation of internal investment committee materials to review and approve investments.
• Consistently monitor existing investments and underlying portfolio companies and prepare quarterly materials for reporting to management and limited partners.
• Interact and work with third-party service providers such as attorneys, accountants, industry experts and valuation consultants.

Skills and Experience Required:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Master’s degree or CFA designation is a plus.

• 1-2 years of experience in private equity/credit, investment banking, valuation, PE secondaries, leveraged finance or similar “deal-driven” fields.
• Intellectually curious and highly self-motivated: ability to think critically and creatively to drive investment processes and solve problems (most transactions are complex, special situations requiring flexible capital solutions).

• Strong analytical skills and proficiency in financial modeling and valuation techniques, including forecasting cash flows and investment return scenarios and analyzing LBO models and capital structure waterfalls.

• Live deal execution experience is required.
• Familiarity with reviewing leveraged credit documentation is a plus.
• Excellent written and oral communication skills, with the ability to work with others.
• Proficiency in Microsoft Office Suite – especially Excel and PowerPoint, Capital IQ, Bloomberg, and Salesforce.
• Comfortable with adopting existing and emerging AI tools across all facets of workflows to create efficiencies and expand bandwidth
• Ability to travel for deal diligence and conferences as needed.