Middle Market Lending Originator - Mid-to-Senior Level

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.

Job Summary

We are seeking a highly motivated Mid-to-Senior level Originator to join our dynamic team. The successful candidate will be responsible for sourcing, structuring, and closing middle-market lending opportunities with private equity sponsors and corporate clients. This role requires a proven track record of building and managing relationships, a deep understanding of leveraged finance and M&A, and a strong ability to drive deal execution from origination to close.

Responsibilities

* Business Development & Origination: Proactively identify, source, and develop new middle-market lending opportunities, primarily through relationships with private equity sponsors, investment bankers, and other intermediaries.

* Relationship Management: Cultivate and maintain strong, long-term relationships with key industry contacts to generate a consistent pipeline of high-quality deal flow.

* Deal Structuring: Work with internal credit and underwriting teams to analyze potential transactions, assess credit risk, and structure customized financing solutions that meet the needs of both the client and the firm.

* Pipeline Management: Build and Manage a robust deal pipeline, ensuring timely progression of opportunities and providing regular updates to senior management.

* Due Diligence & Execution: Oversee the due diligence process and coordinate with legal, credit, operations and portfolio management teams to ensure efficient and effective transaction execution.

* Market Analysis: Stay current on market trends, competitor activity, and industry changes to identify new business opportunities and inform strategy.

* Cross-Functional Collaboration: Collaborate effectively with internal teams, including credit, legal, operations, and portfolio management, to ensure a seamless client experience and successful transaction completion.

Required Qualifications

* A bachelor's degree in Finance, Economics, Business Administration, or a related field. An MBA or CFA is a plus.

* 10+ years of experience in middle-market lending, leveraged finance, or investment banking.

* Demonstrated success in originating and closing leveraged loans, with a verifiable book of business.

* Extensive network of relationships with private equity firms, M&A advisors, and other relevant intermediaries.

* Deep understanding of credit analysis, financial modeling, and loan documentation.

* Exceptional communication, negotiation, and presentation skills.

* Ability to work independently and manage multiple complex projects simultaneously.

Key Competencies

* Commercial Acumen: Strong understanding of the middle market landscape, competitive dynamics, and value drivers.

* Deep expertise in a specific industry sector (e.g., technology, healthcare, industrial services, business services, financial services, etc).

* Deal Execution: Proven ability to navigate the full lifecycle of a transaction, from initial screening to final closing.

* Relationship Building: Excellent interpersonal skills with the ability to build trust and rapport quickly.

Compensation

The compensation for this role is highly competitive and includes a base salary, a significant performance-based bonus, and long-term incentives based on origination and portfolio performance.