Full-Time

Administrative Assistant

Posted on 1/9/2025

Crestline Investors

Crestline Investors

Alternative investment management and bespoke financing

Financial Services
Real Estate

Junior, Mid

Fort Worth, TX, USA

Position based at Crestline Investor's headquarters in Fort Worth, Texas.

Category
Administrative & Executive Assistance
Administrative Support
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Two+ years of experience in an administrative role
  • Bachelor’s degree in business administration or related field is preferred
  • Proficient in MS Office, with advanced capabilities in Excel, Word, and PowerPoint
  • Exceptional organizational, time management, and planning skills
  • Basic understanding of clerical procedures and systems such as recordkeeping and filing
  • Ability to multitask and prioritize in a dynamic environment
  • High level verbal and written communication skills
  • Must be discrete with the ability to maintain confidentiality
Responsibilities
  • Assists in managing calendar, including scheduling, travel arrangements, and meeting planning
  • Handle incoming and outgoing communications and manage documentation
  • Organize and maintain files and records, ensuring accuracy and confidentiality
  • Preparing agendas and schedules for meetings
  • Coordinating team events and meetings, including reservations, catering, etc.
  • Processing expense reports
  • Fulfilling printing, binding, and scanning requests
  • Running errands as needed, including, but not limited to grabbing lunches
  • Providing support for ad-hoc task requests and projects
  • Performs other related duties as assigned along with any ad hoc requests

Crestline Investors provides alternative investment management services, focusing on creating tailored capital solutions for various clients, including institutions and high net worth individuals. Their offerings include private credit, equity, and hybrid financing structures designed to meet the specific needs of mature private equity funds and middle-market companies. Crestline's products also include annuity options through CL Life, which aim to protect capital and ensure financial security. The company differentiates itself by targeting underserved middle-market companies and employing a multi-strategy approach that combines different investment styles to achieve consistent risk-adjusted returns. The goal of Crestline Investors is to deliver superior investment performance across diverse market conditions.

Company Stage

N/A

Total Funding

$972M

Headquarters

Fort Worth, Texas

Founded

1997

Simplify Jobs

Simplify's Take

What believers are saying

  • Crestline's investment in Constrafor supports growth in AI-powered construction finance solutions.
  • The firm is capitalizing on the rise of regtech with its investment in Napier AI.
  • Crestline's flexible capital solutions support strategic growth in wealth management firms.

What critics are saying

  • Increased competition in construction finance technology may challenge Crestline's market position.
  • Potential overexposure to financial crime compliance sector could be risky for Crestline.
  • Rapid growth of backed companies may lead to operational challenges and integration risks.

What makes Crestline Investors unique

  • Crestline Investors specializes in bespoke financing solutions for middle-market companies.
  • The firm offers a multi-strategy, market-neutral approach to investment management.
  • Crestline focuses on underserved markets, providing tailored capital solutions.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Hybrid Work Options