Product Specialist Associate – Client Partnership Group
Associate Level | Direct Lending
The Opportunity
We are seeking a Product Specialist Associate to support Crestline’s direct lending strategy within the Client Partnership Group. This role is well‑suited for a candidate with 3–5 years of experience in investment banking, private credit, or an investment team experience who is comfortable initiating and managing deliverables end‑to‑end.
The Associate will work closely with senior product specialists, investment professionals, and the sales team to analyze and articulate portfolio performance and prepare high‑quality, investor‑facing materials. The role requires strong analytical skills, sound judgment, and the ability to independently execute deliverables in a fast‑paced environment.
What You’ll Do
Support Investor Engagement
- Prepare clear, articulate and detailed responses to investor inquiries related to fund performance, asset performance, portfolio composition, credit metrics, and investment activity
- Synthesize complex investment information into concise, professional materials for current and prospective investors
- Assist in the preparation of quarterly portfolio reports and presentations, partnering with deals teams and operations to ensure accuracy and consistency
- Develop and refine PowerPoint materials used in investor meetings, marketing efforts, and ongoing client communications
Analyze Portfolio & Market Data
- Track and analyze key portfolio metrics, including yield, leverage, defaults, and recoveries
- Monitor developments in the direct lending market, including competitive dynamics, borrower demand, and macroeconomic trends impacting middle‑market credit
- Ensure data integrity across reports, presentations, and ad‑hoc analyses
Execute Independently
- Manage assigned projects exercising sound judgment and prioritization
- Proactively identify information gaps, coordinate with internal teams, and drive deliverables to completion
- Support ad‑hoc initiatives as needed, adapting quickly to shifting priorities
Who You Are
Experience
- 3–5 years of experience in investment banking, private credit, direct lending, leveraged finance, or a related investment role
- Experience analyzing credit, financial statements, or investment performance; exposure to direct lending is a plus
Knowledge
- Working understanding of direct lending and private credit structures, including senior‑secured loans
- Familiarity with credit underwriting concepts and risk assessment for middle‑market companies
Skills
- Strong PowerPoint skills with the ability to produce polished, investor‑ready materials
- Strong Excel skills for data presentation
- Incredibly high attention to detail with the parse through technical information clearly
Mindset
- Self‑directed and accountable, with the ability to execute without step‑by‑step instructions
- Organized, thoughtful, and comfortable balancing multiple workstreams under tight deadlines
- Motivated, intellectually curious, and committed to producing high‑quality work
Why Join Us?
- Join a leading private credit platform with a strong reputation in direct lending
- Competitive compensation, including base salary, performance‑based bonus, and comprehensive benefits
- Exposure to senior investment and client‑facing professionals, with opportunities for growth and advancement
- A fast‑paced, collaborative culture that values initiative, precision, and ownership
