Analyst / Senior Analyst – Valuations

Key Responsibilities

• Support the monthly and quarterly valuation process for private credit investments.
• Build and maintain valuation models employing a variety of methodologies and approaches.
• Gather financial and performance data from internal systems, portfolio managers, and external sources.
• Collaborate with investment teams to understand deal structures and underlying asset risks.
• Affiliate in drafting valuation memos and supporting documentation for valuation committee reviews.
• Coordinate with external valuation firms and auditors to facilitate reviews and respond to inquiries.
• Contribute to process improvements and support special projects within the Valuation group.

Qualifications

• Bachelor’s degree in finance, Economics, Accounting, Mathematics, or a related field; advanced degree or CFA designation is a plus.
• 2–5 years of experience in private investment valuations, professional services firm, asset management or financial institution.
• Experience in valuing debt and equity instruments, with working knowledge of valuation techniques for illiquid assets and structured instruments.
• Strong analytical, quantitative, and problem-solving skills, with proficiency in Excel and financial modeling.
• Excellent communication skills and ability to collaborate effectively with cross-functional teams.
• Detail-oriented, organized, and able to manage multiple priorities in a deadline-driven environment.

This position is based in-office at Crestline's headquarters in Fort Worth, Texas.