Req ID: 495373
Cortes Capital is the Oklahoma City-based private investment office for the Love family. Après Vous Capital, LLC is the management company for Cortes Capital and employs the investment and operating staff that conduct the investment activities.
We seek the most intellectually curious individuals with a passion for investing. Investment Managers that are successful at Cortes can source independently, develop a thesis, know where to dig into diligence, and provide guidance and direction to analysts. An ability to work independently AND as part of a collaborative team is a must.
Primary Responsibilities:
Investment Managers provide primary support for deal teams AND lead deal teams. They are a blend between a highly experienced analyst and a junior director. On the analyst side, they assist in theme development and research, sourcing and evaluation of investment opportunities, and portfolio construction and monitoring. They conduct research like an investigative journalist on potential themes (e.g., industries, strategies, investment types) and investment opportunities (e.g., funds, co-investments, and direct investments) that includes a wide range of desktop and on-the ground research and analysis. On the junior director side, they possess the judgment to assess whether opportunities need to continue to progress and they provide ongoing feedback and input to analysts doing initial reviews of opportunities. Investment Managers also lead selected deal teams and participate in discussions amongst the senior team regarding prioritizing thematic areas and opportunities.
The specific responsibilities of the Investment Manager role include:
- Lead selected deal teams, especially in emerging thematic areas of the portfolio. This includes managing the overall sourcing and evaluation process of investment opportunities and providing direction to analysts and senior analysts assigned to the deal team.
- Work collaboratively with other investment professionals to provide primary support for deal teams. This includes working with internal deal teams but also coordinating with
private equity general partners and deal leads, third party marketing agents, attorneys, and other service providers.
- Develop an informed hypothesis based on monitoring fundamental market and economic news and test that hypothesis through research and analysis. Present results of the analysis to the senior team.
- Identify compelling investment themes and put together theme decks for discussion with the CIO.
- Conduct market mapping and build a landscape of potential investment opportunities within each thematic area of focus. Source from networks, databases, and other desktop research.
- Gather materials from potential investments and conduct initial reviews of those materials. Use pattern recognition to assess those that may be compelling. Determine whether to progress diligence.
- Lead and take notes from calls and meetings with potential investment opportunities that may include private equity funds, independent sponsors, and management teams. Produce summaries from those calls and meetings that reflect experienced opinions on whether the investment is compelling.
- Conduct data room reviews to evaluate the people, process, returns, historical value creation, risks, and other criteria. Compile findings into a finalized report and present your findings to the senior team.
- Lead reference calls related to assessment of the investment.
- Review the work of analysts, and provide feedback and guidance regarding the attractiveness of investment opportunities.
- Meet in person and tour offices and facilities of potential investments and for ongoing monitoring of existing investments.
- Engage in ongoing debates with the deal team and the broader investment team. Provide opinions regarding investment opportunities that are well formulated and supported by diligence.
- Draft investment memos for review by the CIO.
- Conduct preliminary reviews of the LPA and other relevant legal documents related to the investment. Present findings to the deal team lead.
- Monitor ongoing developments of investments currently in diligence and after they have made, including reviewing quarterly reports, financial statements, and participating in ongoing update calls with the private equity sponsor and/or management teams.
- Participate in ad hoc research projects related to market and economic developments; calculate performance and conduct benchmarking analysis for existing investments.
- Travel is required, primarily for meeting with prospective investments but also for attending selective conferences and networking events.
- Supervise, train, and mentor analysts and senior analysts.
- Other tasks as assigned by deal leads and the senior investment team.
Education and Experience:
- Bachelor's degree with a focus or significant coursework in finance, accounting, or economics is required.
- Must have excellent academic credentials.
- Minimum of at least four years of experience in an allocator-related role (family office, endowment, foundation, consultant).
- Must be an active, good-standing charter holder of either the CFA or CAIA OR have a
