Investment Relations Professional

6 days ago

Fort Worth, Texas, United States Crestline Investors, Inc. Full time

Crestline Investors, Inc., a leading alternative investment management firm, is seeking a highly skilled Investment Relations Professional to support its growing Summit platform. Located in Fort Worth, Texas, Crestline has over $18 billion AUM and maintains affiliate offices in New York City, London, Toronto, and Tokyo.

Job Summary

The ideal candidate will have 2-3 years of experience in client service, relationship management, or a related role within financial services or hedge funds. This position offers an exciting opportunity to support fundraising efforts and ongoing client servicing for the Investor Relations team.

  • Support Creation of Marketing Collateral: Collaborate with the IR/Marketing team to create compelling product presentations, pitch books, client reports, RFPs, DDQs, and other client-facing materials that effectively communicate Crestline's multi-strategy platform.
  • Product Specialization: Develop expertise on Crestline Summit's investment philosophy, process, risk management, and performance through writing to external and internal stakeholders.
  • Client Reporting: Prepare and distribute regular and ongoing client deliverables, including weekly and monthly performance updates, quarterly letters, and other communications via CRM.
  • New Account Onboarding: Manage the onboarding process for new clients, including collecting required documentation, reviewing follow-ups, and sending welcome communications to facilitate a smooth transition.
Requirements
  • Bachelor's degree in finance, business administration, or a related field.
  • Strong interpersonal and communication skills, with the ability to interact professionally with clients and colleagues at all levels.
  • Detail-oriented with excellent organizational and time management skills, able to manage multiple tasks and deadlines effectively.
  • Analytical mindset with the ability to interpret financial data/reports and proactively identify insights to support client needs.
  • Proficiency in Microsoft Office suite (Excel, PowerPoint, Word) and experience with CRM systems preferred.

We are offering a competitive salary of $70,000 - $90,000 per year, depending on experience, plus additional benefits, including health insurance, retirement plan, and paid time off. If you're passionate about investment relations and have the necessary skills and qualifications, we encourage you to apply for this exciting opportunity to join our team.

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