Marketing/Distribution Operations Analyst

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.

Crestline is seeking a Marketing/Distribution Operations Analyst provides foundational support for the team’s marketing initiatives and support of the firm’s ESG initiatives. This role is ideal for a detail-oriented individual who thrives in a fast-paced, data-driven environment.

Job Responsibilities:

• Prepares data and branding for marketing materials including videos, tearsheets and email distributions
• Collaborates with the team to draft and post content on the firm’s social media platforms with focus on the firm’s website and LinkedIn
• Works with the investment team and contributes to production and branding of sourcing materials including tombstones, tearsheets, and presentations
• Responsible for the team’s RFP database platform including loading of questionnaires upon receipt and coordination of completeness of the response library
• Prepares responses to information requests from prospective and existing clients with a focus on firm and ESG
• Prepares employee reporting including organization charts
• Supports the ongoing maintenance of firm content across databases
• Works with Head of ESG, compliance, and investment teams regarding completion and reporting of ESG responsible investment workflows and requirements
• Contributes to the formatting and design of client-facing documents
• Reviews materials for consistency, accuracy, and compliance with brand and regulatory standards

Experience:

• Experience with Backstop, Salesforce, Canva, Vimeo; experience with BI platforms (i.e. PowerBI) is a plus