Full-Time
Sales Analyst
Client Partnership Group
Posted on 10/3/2025
Crestline Investors
Bespoke private credit and equity financing
No salary listed
Fort Worth, TX, USA
In Person
 Sales & Account Management (2) |
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- Bachelor’s degree in Finance, Economics, Business Administration, or a related field
- 0 - 2 years of relevant experience working for an investment management firm
- Excellent communication and interpersonal abilities, capable of managing and tracking multiple tasks at once
- Highly organized and detail oriented
- Experience working in a CRM and researching market and investor data
- Demonstrated interest in the credit markets and institutional sales / fundraising
- Coordinate and facilitate investor meetings by preparing relevant materials, and supporting senior team members during calls and in-person meetings
- Assist the Sales Team by preparing research on competitor offerings and emerging product developments
- Maintain and update CPG's CRM (Customer Relationship Management) system to ensure accuracy and completeness of investor data
- Track fundraising opportunities and pipeline metrics to support forecasting and strategic planning
- Conducting contact research and manage data entry to support outreach efforts
- Analyze asset allocation studies and public board meeting notes to gain insights into current and prospective investors
- Conduct competitive analysis and monitor market trends to identify new fundraising opportunities
- Provide support on ad-hoc tasks, requests, and new initiatives
- Collaborate with team members across CPG to ensure timely and high-quality execution of deliverables
Crestline Investors provides tailored financing and investment solutions as an alternative asset manager. It raises and allocates capital to private credit, equity, and hybrid structures for mature private equity funds and middle-market companies, plus annuity products through CL Life. Its products work by assembling flexible capital solutions—from senior debt to structured equity—through a multi-strategy, multi-portfolio approach designed to pursue risk-adjusted returns across cycles. Crestline differentiates itself by focusing on capital-constrained middle-market firms, real estate lending, and specialty finance, offering bespoke structures across regions via offices in Fort Worth, London, New York, Tokyo, and Toronto. The firm aims to deliver sustainable income and continuity for sophisticated institutions, family offices, and high-net-worth individuals by generating consistent risk-adjusted returns and protecting capital across different market conditions.
Company Size
N/A
Company Stage
N/A
Total Funding
$945.2M
Headquarters
Fort Worth, Texas
Founded
1997
Simplify's Take
What believers are saying
- Crestline raised $3.5B for fourth Direct Lending Fund, fueling middle-market growth.
- Crestline launched perpetual private BDC in October 2025 for co-investments.
- Crestline deployed $1.9B across 46 direct lending deals in past 12 months.
What critics are saying
- Rithm Capital acquires Crestline, integrating volatile mortgage REIT strategies.
- SEC targets NAV loans as hidden leverage, curtailing Crestline's 75+ deals.
- Ares undercuts Crestline with larger $3.5B+ funds and scale advantages.
What makes Crestline Investors unique
- Crestline delivers bespoke NAV loans, closing over 75 deals across asset classes.
- Crestline invests in niche sectors like ST&R Insurance and Credent Wealth Management.
- Crestline's Europe arm offers flexible structures from 1st lien to structured equity.
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Benefits
Hybrid Work Options
Company News
ST&R Insurance (“ST&R” or “the Company”), a life insurance broker specialising in tailored protection products, is pleased to announce that it is has received an investment from Crestline Investors (“Crestline”), a US-headquartered alternative investment management firm with approximately $18 billion of assets under management which has provided capital to 8 insurance businesses globally over the past 18 months.
Crestline Investors, a Fort Worth-based alternative investment manager with over $18 billion in assets under management, has invested in ST&R Insurance, a UK provider of non-indemnity life insurance products. The investment will support ST&R's technology development, operating model enhancement and commercial expansion. FRP provided financial and tax due diligence for the transaction, led by Partner Justin Matthews and Director James Norman. The team leveraged prior experience with ST&R to deliver commercial insights and technical analysis throughout negotiations. The funding will enable ST&R to capitalise on the growing UK life insurance market and expand its technology infrastructure and operational capabilities. Crestline praised FRP's support, noting their prior business knowledge and understanding of accounting nuances provided valuable clarity during the transaction.
Credent Wealth Management, a $4 billion registered investment adviser based in Auburn, Indiana, has sold a minority stake to Crestline Investors, an alternative investment manager. The deal follows $50 million in debt financing Crestline provided to Credent in July 2024, which helped the RIA nearly double its assets under management. Credent maintains a single shareholder class structure where all 50 employee-owners hold equal economic stakes, a model CEO David Hefty insisted on preserving during negotiations. The firm also remains fee-only, resisting pressure to adopt commission-based products. The funding will support recruiting, acquisitions, technology investments and Credent's buyout programme for retiring advisers. Credent has completed over 13 deals since 2018 and operates 14 offices across the Midwest, Oklahoma and Texas. Crestline manages approximately $20 billion in assets.
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