Analyst, Client Partnership Group

Crestline Management, LP • Fort Worth, TX

4d

About The Position

Crestline is seeking a highly motivated Associate with 2 to 4 years of experience to join its Client Partnership Group (CPG), a team of more than 20 professionals responsible for client service, new business development, and product management. CPG is central to how Crestline communicates with investors. The Associate produces the models, performance data, and analysis that Product Specialists and the wider team use in client and prospect discussions.

The role supports fundraising goals across the firm’s core investment strategies and works alongside senior and mid-level CPG members. The Associate owns recurring deliverables, contributes to the development of CPG’s modeling tools, and gains broad exposure to the firm’s investment strategies.

Requirements

• Exceptional Excel skills.
• Experience using VBA, Excel macros, and advanced formulas.
• Ability to build Excel models from scratch and improve, expand, and audit existing models.
• Bachelor’s degree in Finance, Economics, Math, Business Administration, or a related field.
• 2 to 4 years of relevant experience in financial services, investment banking, or a related quantitative role.
• Strong analytical and quantitative skills, with a disciplined approach to checking and validating results.
• Highly organized and detail-oriented, with the ability to manage multiple projects and deliverables simultaneously in a deadline-driven, fast-paced environment.
• Clear written and verbal communication skills, including the ability to explain analysis to colleagues outside the immediate team.

Nice To Haves

• Familiarity with alternative investments, such as private credit or private equity fund structures.
• Working knowledge of fund performance measures, including IRR, TVPI, and DPI.

Responsibilities

• Create fund-level models to support performance projections and business decisions, including scenario and sensitivity analysis.
• Calculate and review quarterly fund-level performance by aggregating information from internal and external sources and reconciling differences before distributing results.
• Update and maintain Excel files used by Product Specialists and the wider CPG team, ensuring accuracy, version control, and clear documentation.
• Audit and improve existing models and workbooks by identifying errors, simplifying structures, and automating recurring steps with VBA and macros.
• Support fundraising efforts by preparing performance analyses, data pulls, and supporting materials for investor meetings, presentations, and due diligence requests.
• Respond to ad hoc analytical requests from Product Specialists and the client service and business development teams within defined timelines.
• Document model assumptions, methodologies, and processes so work can be reviewed, reused, and handed off confidently.

Benefits

• Competitive compensation package, including bonus and benefits.
• Opportunities for professional growth and development within a collaborative and supportive team environment.
• Exposure to a wide range of investment strategies and asset classes.
• Hands-on experience building and maintaining models used in client and fundraising discussions.
• Regular collaboration with senior and mid-level members of CPG.
• Opportunity to contribute to the success of an institutional alternative investment management firm.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level