Senior Associate / Manger - Business Development Company (BDC)

Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is an institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides beta and hedging solutions for institutional clients. The company maintains affiliate offices in New York City, London, Toronto and Tokyo.

Position Overview:

We are seeking a motivated individual to help support and grow our new Business Development Company (BDC) business unit. The successful candidate will support the BDC Controller in accounting, corporate finance, financial reporting, regulatory compliance, and strategic financial planning to enhance the BDC’s growth and profitability.

The job title level will be determined based on experience.

Key Responsibilities:

• Assist the Controller with overseeing all financial operations of the BDC, including accounting, financial reporting, budgeting, and forecasting, in coordination with the external Accounting Administrator.
• Assist with production and review of quarterly and annual SEC filings (Form 10-Q, Form 10-K, Form 8-K, etc.).
• Ensure compliance with all regulatory requirements applicable to BDCs.
• Coordinate with external auditors and assist with the audit process for the BDC.
• Help implement robust internal controls and financial policies to safeguard assets and ensure accurate financial reporting (in accordance with Section 404 (a) of the Sarbanes-Oxley Act).
• Work closely with the investment management team to provide financial insights and analysis that support investment decisions and portfolio management.
• Assist in managing the tax planning and compliance for the BDC, in coordination with internal tax team and external advisors.
• Liaise with senior management to develop and implement financial strategies for the BDC, aligning them with the firm’s overall objectives.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field. CPA required.
• Advanced degree, MBA or Master’s of Accounting is a plus.
• 5 to 7 years of experience in accounting and financial management roles. Experience in a BDC or financial services firm highly desirable.
• Strong understanding of BDC and/or SEC regulatory requirements, GAAP, and financial reporting standards.
• Excellent analytical, problem-solving, and decision-making skills.
• Exceptional communication and interpersonal skills, with the ability to interact effectively with all levels of the organization.
• Proficiency in financial software and advanced Excel skills.