Investment Analyst - Cortes Capital

Love's Travel Stops & Country Stores•The Village, OK

About The Position

Cortes Capital is the Oklahoma City-based private investment office for the Love family. Its management company, Après Vous Capital, LLC, employs the investment and operating staff conducting investment activities. Cortes Capital invests exclusively in private markets, including private equity, growth equity, and venture capital, through funds, co-investments, and direct investments. Its thematic focus includes infrastructure services, industrials, life sciences, software, and other areas. Investment analysts provide secondary support to deal teams and deal leads throughout the investment process. They contribute to theme development and research, sourcing and evaluating investment opportunities, portfolio construction, and investment monitoring. The role involves investigative research and analysis across potential themes and opportunities, collaboration with investment professionals and external parties, and presenting findings and opinions to the senior team. Analysts also meet with and visit prospective investments, monitor existing investments, and supervise, train, and mentor interns. Occasional travel is required. Successful candidates are intellectually curious, passionate about investing, committed to learning and continuous improvement, and able to work independently as well as collaboratively. A strong understanding of private capital markets is helpful.

Requirements

Bachelor’s degree with a focus or significant coursework in finance, accounting, or economics.
Excellent academic credentials.
At least one year of experience in an investment-related field, such as private equity, an endowment, a foundation, a family office, investment research, or investment banking; at least one internship in these areas qualifies.
Willingness to work toward the CFA and/or CAIA designation.
Ability to work independently and collaboratively as part of a team.
Intellectual curiosity, passion for investing, and a desire for learning and continuous improvement.

Nice To Haves

A strong understanding of private capital markets.

Responsibilities

Work collaboratively with investment professionals to support deal teams, coordinating with internal teams, private equity general partners and deal leads, third-party marketing agents, attorneys, and other service providers.
Monitor fundamental market and economic news, develop hypotheses, test them through research and analysis, and present results to the senior team.
Conduct market mapping and identify potential investment opportunities within thematic areas using networks, databases, and desktop research.
Gather materials from potential investments, conduct initial reviews, and assess potential opportunities using pattern recognition.
Take notes during calls and meetings with potential investment opportunities, including private equity funds, independent sponsors, and management teams.
Review data rooms to evaluate people, processes, returns, historical value creation, risks, and other criteria; compile findings into reports and present them to the senior team.
Assist with reference calls related to investment assessments.
Help analyze qualitative and quantitative findings to develop investment recommendations, including preparing summaries, initial quantitative work and models, and diligence follow-up.
Meet in person with potential investments and tour their offices and facilities, as well as visit existing investments for ongoing monitoring.
Participate in deal-team and broader investment-team discussions and provide well-formulated opinions supported by diligence.
Conduct preliminary reviews of LPAs and other relevant legal documents and present findings to the deal team lead.
Monitor investments during diligence and after investment, including reviewing quarterly reports and financial statements and participating in update calls with sponsors or management teams.
Participate in ad hoc research on market and economic developments, calculate performance, and conduct benchmarking analyses for existing investments.
Travel occasionally to meet prospective investments and attend selected conferences and networking events.
Supervise, train, and mentor interns.
Perform other tasks as assigned by deal leads and the senior investment team.