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Crestline Investors, Inc.
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Financial Services
The Statutory Investment Accountant will manage financial activities related to CL Life and Annuity Investment's portfolio, maintain accounting records, prepare financial statements, ensure compliance with regulatory standards, and collaborate with internal and external stakeholders. Key responsibilities include investment accounting, financial reporting, compliance, and process improvement.
Financial Services
The Administrative Assistant will support the Opportunistic Investment Team by managing calendars, coordinating meetings, handling communications, organizing files, processing expenses, and assisting with various administrative tasks to ensure the team's daily operations run smoothly.
Financial Services
The Sales Intern will assist the Client Partnership Group in maintaining the CRM database, conducting research on asset allocation and competitors, and supporting the sales team's fundraising efforts through various administrative tasks.