Financial Modelling Associate

6 days ago

Mumbai Maharashtra, India Fresh Prints Full time

**Financial Modelling Associate**

Crestline Investors is a global institutional asset manager with over $20 billion in assets under management. Headquartered in Fort Worth, Texas, Crestline specializes in providing structured equity, private credit, and opportunistic financing solutions to businesses across a wide range of industries. As a leading credit platform, Crestline is known for its flexible capital strategies, deep analytical rigor, and partnership-driven approach to investing.

This role is a unique opportunity to contribute to a high-performing investment team supporting the financial oversight and growth of a dynamic portfolio of companies.

**About the Role**

**Key Responsibilities**

**Financial Analysis**
- Conduct thorough financial analysis and modeling to evaluate investment opportunities, including assessing credit risk, reviewing financial statements, and cash flow projections.
- Build and maintain sophisticated 3-statement models to support investment decisions, budgeting, and scenario analysis.
- Evaluate cash flows, debt service coverage, and capital structure implications.
- Present financial results and performance drivers to deal teams and investment committees.

**Due Diligence**:

- Conduct comprehensive due diligence on potential investments, including reviews of data rooms, financial statements and related deal documentation, industry research, and competitor analysis
- Participate in third-party expert research calls
- Participate in the drafting of investment memoranda and supporting analysis

**Portfolio Monitoring**:

- Monitor the performance of existing investments, analyze financial statements and operational metrics, and prepare quarterly update reports for senior management and investors.

**Communication**:

- Prepare investment memos, presentations, and other materials for internal discussions, investment committee meetings, and investor updates.

**Collaboration**:

- Work closely with other members of the investment team, as well as legal, compliance, and operations teams, to ensure smooth execution of investment processes and compliance with regulatory requirements.

**Qualifications**
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 4-7 years of experience in financial analysis, preferably with exposure to portfolio management, private equity, or credit investing.
- Strong analytical and quantitative skills, with a proven ability to build and interpret complex financial models.
- Excellent communication and interpersonal abilities, capable of effectively presenting analysis and recommendations to team members and stakeholders.
- Highly organized and detail-oriented, with the capacity to manage multiple projects simultaneously in a deadline-driven environment.
- Highly proficient in Microsoft Office Suite, particularly Excel. Experience with financial analysis software and databases is advantageous.
- Experience with financial software and valuation tools including CapitalIQ andBloomberg
- Comfort working independently and managing multiple priorities in a fast-paced environment.

**Additional Information**
- **Location**: Fully remote
- **Compensation**: Competitive annual salary, commensurate with experience

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