Investment Manager - Cortes Capital

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

About The Position

Cortes Capital is seeking an experienced Investment Manager with a real estate focus to advance the firm’s long-term investment objectives by identifying, evaluating, and managing private investment opportunities, primarily in real estate and selected strategic sectors. This senior investment professional contributes to investment strategy, portfolio construction, and capital allocation; leads investment diligence; and helps define thematic areas that support sustainable value creation. The role combines investment analysis and leadership. It exercises independent judgment in assessing opportunities and directing investment processes, while providing technical leadership and mentorship to junior investment professionals. The Investment Manager works with senior leadership, external partners, and internal stakeholders to turn complex market, operational, and financial information into clear recommendations. The position is expected to use data analytics, AI-enabled research tools, and emerging technologies to improve sourcing, diligence, portfolio monitoring, decision-making, and team productivity. Travel is required as needed for due diligence, investment meetings, operating-asset visits, and industry events.

Requirements

Bachelor’s degree with a focus or significant coursework in finance, accounting, real estate, or economics.
At least four years of experience in an institutional investment, family office, endowment, foundation, investment consulting, private equity, real estate investment, or other allocator-related environment.
Active, good-standing CFA or CAIA charterholder, or a graduate degree in business, finance, real estate, investments, or a related discipline.
Skills in private-market investment analysis, real estate underwriting and valuation, financial modeling, portfolio construction and monitoring, due diligence, risk assessment, market research, investment sourcing, and investment communication.
Ability to analyze financial statements, market and economic trends, investment performance, and legal or transaction materials.
Strong written and verbal communication, analytical problem-solving, investment judgment, organization, and stakeholder collaboration skills.
Ability to lead and coordinate deal teams and provide technical guidance, mentorship, and coaching.
Ability to use Microsoft Excel, PowerPoint, Word, investment database platforms, data analytics, business intelligence, data visualization, and AI-assisted research or workflow technologies.
Willingness to travel as required for due diligence, investment meetings, asset visits, and industry events.
Ability to meet the physical requirements described, including prolonged sitting, frequent computer use, occasional bending and stooping, and occasional lifting of up to 25 pounds; normal range of hearing and vision, with or without reasonable accommodation.
Additional hours may be required based on business needs, project deadlines, or operational requirements.

Nice To Haves

Five to ten years of experience evaluating real estate investments, including funds, co-investments, direct investments, development projects, or related private-market transactions.
Real estate investment credentials such as CCIM, CAIA Real Estate Micro credential, NAR REI Certification, or similar certifications.
Experience evaluating, diligencing, monitoring, and recommending private investment opportunities, including funds, co-investments, direct investments, and/or real estate investments.
Exposure to real estate investing, development, private markets, portfolio management, financial modeling, investment research, or capital allocation through professional experience, graduate education, certifications, or equivalent hands-on experience.
Experience leading or supporting investment due diligence, market research, investment sourcing, transaction execution, portfolio monitoring, or strategic investment initiatives.
Experience in collaborative investment environments and interacting with investment sponsors, management teams, advisors, consultants, and other external stakeholders.
Experience using data analytics, financial technologies, AI-enabled research tools, or investment platforms to improve investment analysis, decision-making, and operational efficiency.

Responsibilities

Source, evaluate, and execute private investment opportunities, primarily in real estate and selected strategic investment themes.
Direct financial, operational, market, legal, and risk diligence, and develop recommendations for investment decisions.
Lead designated deal teams and guide, prioritize, and review the work of analysts and senior analysts throughout the investment lifecycle.
Partner with internal stakeholders, sponsors, management teams, advisors, attorneys, and service providers to evaluate opportunities and support transaction execution.
Develop and refine investment theses by analyzing market trends, economic conditions, industry developments, and emerging opportunities.
Identify and assess thematic investments aligned with portfolio objectives and long-term value creation strategies.
Conduct market mapping and competitive landscape analyses to support sourcing and expand investment pipelines.
Build and maintain relationships with sponsors, operators, fund managers, advisors, and industry participants to enhance sourcing and market intelligence.
Evaluate investment materials, identify key drivers and risks, and determine diligence priorities and recommendations on investment progression.
Lead meetings and discussions with prospective investment partners and stakeholders, communicating investment insights and recommendations.
Lead reference calls and management assessments to evaluate leadership, strategic capabilities, and organizational effectiveness.
Prepare and present investment analyses, diligence findings, portfolio insights, and investment memoranda to the Chief Investment Officer and senior leadership.
Review legal and transaction documentation and work with internal and external advisors to identify material considerations and risks.
Evaluate and communicate investment risks, assumptions, and mitigation strategies through diligence, approval, and monitoring.
Monitor portfolio investments and investments under review, including performance, business developments, market conditions, and strategic risks.
Contribute to portfolio construction, capital allocation, and investment prioritization by evaluating opportunity fit, diversification, risk exposures, and return objectives.
Perform portfolio analysis, benchmarking, and ad hoc research to support investment strategy and decisions.
Use AI-enabled tools, data analytics, and emerging technologies in sourcing, research, diligence, monitoring, and reporting to improve efficiency, scalability, and decision quality.
Travel as required for due diligence, investment meetings, operating-asset visits, and industry events.
Mentor, coach, and support the professional development of analysts and senior analysts.
Contribute perspectives and recommendations in investment committee discussions, portfolio reviews, and strategic planning.
Contribute proactively to broader team and enterprise initiatives beyond core responsibilities.