Talent.com
Fund Liquidity Solutions Originator - Mid-to-Senior Level
Fund Liquidity Solutions Originator - Mid-to-Senior LevelCrestline Investors • New York, NY, US
Fund Liquidity Solutions Originator - Mid-to-Senior Level

Fund Liquidity Solutions Originator - Mid-to-Senior Level

Crestline Investors • New York, NY, US
30+ days ago
Job type
  • Full-time
Job description

Fund Liquidity Solutions 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.

We are seeking a highly motivated Mid-to-Senior level Originator to join our Fund Liquidity Solutions team. This individual will be responsible for the origination of fund-level bespoke capital solutions for private investment firms (PE, RE, credit and infrastructure) across a variety of industries. The ideal candidate will have a deep understanding of fund finance, private credit and / or private equity, a proven track record of deal origination and execution, and strong relationships within the middle market private equity ecosystem.

Responsibilities

  • Actively identify, source, and evaluate new investment opportunities with middle market sponsors through an established network of relationships with private equity firms and other financial intermediaries.
  • Develop and maintain a robust deal pipeline aligned with the firm's investment strategy.
  • Cultivate and maintain strong, long-term relationships with key industry contacts to generate a consistent pipeline of high-quality deal flow.
  • 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.
  • Stay current on market trends, competitor activity, and industry changes to identify new business opportunities and inform strategy.
  • 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 capital markets, middle-market lending, fund finance, or investment banking.
  • Extensive network of relationships with private equity firms, M&A advisors, and other relevant intermediaries.
  • 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 leveraging technology to increase pipeline and manage relationships.
  • 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.
  • We offer a competitive compensation package that includes a base salary, performance-based bonus, and long-term incentives, commensurate with experience and market standards.

    Create a job alert for this search

    Originator • New York, NY, US

    Related jobs
    Asset Recovery / Collections Clerical Full Time TEMP

    Asset Recovery / Collections Clerical Full Time TEMP

    First Atlantic Federal Credit Union • Eatontown, NJ, United States
    Full-time
    Would you like to join a growing, member-owned, not-for-profit financial institution that is one of the Best of the Best in Monmouth and Ocean County per the Asbury Park Press Readers' Choice Award...Show more
    Last updated: 16 days ago • Promoted
    Capital Markets Asset Based Finance Origination

    Capital Markets Asset Based Finance Origination

    PIMCO • New York, NY, United States
    Full-time
    PIMCO is a global leader in active fixed income with deep expertise across public and private markets.We invest our clients' capital across a range of fixed income and credit opportunities, leverag...Show more
    Last updated: 24 days ago • Promoted
    Head, Portfolio Management - Fund Finance

    Head, Portfolio Management - Fund Finance

    Selby Jennings • New York, NY, United States
    Full-time
    Head of Portfolio Management, Fund Finance.This leadership position is responsible for overseeing portfolio performance and monitoring activities across Fund Finance transactions.The role involves ...Show more
    Last updated: 9 days ago • Promoted
    Investment Finance Lead

    Investment Finance Lead

    Ceres Life Insurance Company • New York, NY, United States
    Full-time
    Westaim and CC Capital have joined forces to strategically transform Westaim from a holding company into a global alternative credit asset manager with a unique, integrated insurance platform, bran...Show more
    Last updated: 16 days ago • Promoted
    Global Portfolio Leader

    Global Portfolio Leader

    Thermo Fisher • Bronx, NY, US
    Full-time
    As a member of Global Client Services, you are part of One Global Team : Empowered to Act, Make Connections and Get Results for our customers and their patients!. The Global Portfolio Leader independ...Show more
    Last updated: 20 days ago • Promoted
    Finance (Billing) Assistant

    Finance (Billing) Assistant

    Harwood Lloyd, LLC • Hackensack, NJ, United States
    Full-time
    Are you a forward-thinking team player who is determined to succeed? Would you like to work for a.Are you an energetic problem solver who is passionate about the law? Do you want to be part of a.PT...Show more
    Last updated: 23 days ago • Promoted
    Analyst - Strategic Initiatives and Investments

    Analyst - Strategic Initiatives and Investments

    Group 1001 • Bronx, NY, US
    Full-time
    Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability...Show more
    Last updated: 5 days ago • Promoted
    Teller I- Neptune, NJ (40 hours) Bilingual / Spanish+

    Teller I- Neptune, NJ (40 hours) Bilingual / Spanish+

    TD Bank • Neptune City, NJ, United States
    Full-time
    Neptune, New Jersey, United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining fe...Show more
    Last updated: 7 days ago • Promoted
    US Healthcare Reinsurance Underwriting Lead

    US Healthcare Reinsurance Underwriting Lead

    Axis Services • Red Bank, NJ, United States
    Full-time
    This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.We stand apart for our outstanding client service, intelligent risk taking and...Show more
    Last updated: 24 days ago • Promoted
    Structured / Project Finance - Underwriting & Portfolio Management Associate

    Structured / Project Finance - Underwriting & Portfolio Management Associate

    Santander Holdings USA Inc • New York, New York, United States
    Full-time
    Structured / Project Finance - Underwriting & Portfolio Management Associate.Country : United States of America.Santander is a global leader and innovator in the financial services industry.We believe...Show more
    Last updated: 30+ days ago • Promoted
    Finance Transformation Lead

    Finance Transformation Lead

    Squarespace • New York City, New York, USA
    Full-time
    The Finance Transformation Lead helps shape how Finance operates through technology data and process excellence.You will partner with Accounting FP&A Procurement and Tax to design functional so...Show more
    Last updated: 12 days ago • Promoted
    Manager, Development

    Manager, Development

    Commvault • Tinton Falls, New Jersey, USA
    Full-time
    Weve learned that scammers are impersonating Commvault team membersincluding HR and leadershipvia email or text.These bad actors may conduct fake interviews and ask for personal information such as...Show more
    Last updated: 9 days ago • Promoted
    Consumer and Business Banking Senior Relationship Banker, Lunds Corner Branch, New Bedford, MA

    Consumer and Business Banking Senior Relationship Banker, Lunds Corner Branch, New Bedford, MA

    Banco Santander • New Bedford, New Jersey, USA
    Full-time
    Consumer and Business Banking Senior Relationship Banker Lunds Corner Branch New Bedford MA.Country : United States of America. Santander is a global leader and innovator in the financial services in...Show more
    Last updated: 19 days ago • Promoted
    Asset & Wealth Management, Liquidity Solutions, Portfolio Management Analyst - New York

    Asset & Wealth Management, Liquidity Solutions, Portfolio Management Analyst - New York

    Goldman Sachs • New York, NY, United States
    Full-time +1
    Asset & Wealth Management Overview.A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own.As p...Show more
    Last updated: 12 days ago • Promoted
    Vice President, Portfolio Management (Upper Middle Market)

    Vice President, Portfolio Management (Upper Middle Market)

    Key Bank • Tarrytown, NY, United States
    Full-time
    COMMERCIAL PM TEAM IS GROWING • • •.The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion...Show more
    Last updated: 11 days ago • Promoted
    Senior Analyst, Global Trade Compliance

    Senior Analyst, Global Trade Compliance

    Balchem • Montvale, NJ, US
    Full-time
    The Global Trade Senior Analyst will support the company's global trade compliance program by ensuring adherence to all applicable import, export, and sanctions regulations.This role partners with ...Show more
    Last updated: 30+ days ago • Promoted
    Citi Wealth - Senior Wealth Advisor SAFE Act - North Jersey

    Citi Wealth - Senior Wealth Advisor SAFE Act - North Jersey

    Citigroup • Paramus, NJ, US
    Full-time
    Senior Wealth Advisor Safe Act - North Jersey.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, ...Show more
    Last updated: 9 days ago • Promoted
    Wealth Advisor - PNC Wealth Management

    Wealth Advisor - PNC Wealth Management

    PNC • Red Bank, NJ, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 16 days ago • Promoted