Sr. Investment Analyst

Love's Travel Stops & Country Stores • Oklahoma City, OK, United States • $200k - $250k / year • 1w ago

Req ID: 446247

Summary

Cortes Capital is the Oklahoma City-based private investment office for the Love family. Our vision is to deliver exceptional long-term returns for the Love family while defining the standard for growth-focused family offices. You will be part of the team that sources, evaluates, and selects investment opportunities, in addition to monitoring existing investments.

We are unique from many family offices as we focus exclusively on private investing, including private equity, growth equity, and venture capital. Our investment approach is the result of bringing together some of the best practices that we have learned over years in institutional investing. We source broadly, engage in dynamic discussions with general partners and management teams, provide candid feedback, and set realistic expectations. We invest in funds, co-investments, and direct investments, focusing on thematic areas such as software, industrials, life sciences, and more.

We seek the most intellectually curious individuals with a passion for investing. An ability to work independently AND as part of a collaborative team is a must. A strong understanding of private capital markets is helpful.

This position is expected to start during the early summer of 2025.

Primary Responsibilities:

Conduct primary research to identify and evaluate prospective themes for the portfolio.
Source new investments across funds, co-investments, and direct investments.
Review materials, conduct diligence calls, and record robust notes as you evaluate investment opportunities.
Complete data room reviews.
Engage in robust discussions regarding investment opportunities.
Conduct reference calls.
Perform initial legal document reviews and coordinate with external counsel.
Complete investment reports.
Conduct regular and ongoing analysis of existing investments.
Occasionally engage in value creation plans for investments.

Education and Experience:

Must have excellent academic credentials.

Bachelor’s degree required. Major in a business-related field strongly preferred, although not required.

Minimum of at least three years of experience in an investment-related field (private equity, endowment, foundation, family office, investment research, and/or investment banking).

Investment certifications such as CFA or CAIA preferred, OR desire to work towards obtaining an investment certification.

Microsoft Excel proficiency makes aspects of the role much easier.

Job Function(s): Accounting and Finance #J-18808-Ljbffr