Investment Manager - 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. The Investment Manager helps source, evaluate, select, and monitor private investment opportunities across private equity, growth equity, venture capital, and private real assets. The role supports and leads deal teams, conducts theme and investment research, evaluates opportunities, and contributes to portfolio construction and monitoring. Successful candidates can source independently, develop investment theses, apply judgment to diligence, guide analysts, and work both independently and collaboratively. Investment Managers serve as a blend of highly experienced analyst and junior director. They support deal teams with theme development, research, sourcing, evaluation, and portfolio monitoring, while also deciding whether opportunities should progress and advising analysts on initial reviews. They lead selected deal teams, particularly in emerging thematic areas, and take part in senior-team discussions about thematic priorities and investment opportunities. The role requires travel, primarily to meet prospective investments and occasionally to attend conferences and networking events.

Requirements

Bachelor’s degree with a focus or significant coursework in finance, accounting, or economics.
Excellent academic credentials.
At least four years of experience in an allocator-related role, such as a family office, endowment, foundation, or consultant.
Active, good-standing charter holder of either the CFA or CAIA, or a [requirement is incomplete in the posting].
Ability to source independently, develop investment theses, identify where to focus diligence, and provide guidance to analysts.
Ability to work independently and collaboratively as part of a team.

Responsibilities

Lead selected deal teams, managing sourcing and evaluation and directing assigned analysts and senior analysts.
Collaborate with internal deal teams and coordinate with private equity general partners, 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 findings to the senior team.
Identify investment themes and prepare theme decks for discussion with the CIO.
Conduct market mapping and identify potential investment opportunities through networks, databases, and desktop research.
Gather and initially review materials from potential investments, assess their potential, and determine whether to advance diligence.
Lead calls and meetings with potential investments, take notes, and produce summaries with informed opinions on investment attractiveness.
Review data rooms to assess people, processes, returns, historical value creation, risks, and other criteria; compile findings into reports and present them to the senior team.
Lead reference calls related to investment assessment.
Review analysts’ work and provide feedback and guidance on investment opportunities.
Meet in person with and tour the offices and facilities of potential investments and existing portfolio investments.
Participate in deal-team and broader investment-team discussions and provide diligence-supported opinions.
Draft investment memoranda for review by the CIO.
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 and management teams.
Conduct ad hoc research on market and economic developments, calculate performance, and benchmark existing investments.
Travel to meet prospective investments and attend selected conferences and networking events.
Supervise, train, and mentor analysts and senior analysts.
Perform other tasks assigned by deal leads and the senior investment team.