Investment Analyst

1 week ago


Oklahoma City, Oklahoma, United States Love's Travel Stops & Country Stores Full time
{"Job Title": "Investment Analyst", "Job Description": "Join Our Team as an Investment Analyst

Cortes Capital, the private investment office for the Love family, is seeking a highly skilled Investment Analyst to join our team. As a key member of our investment team, you will be responsible for sourcing, evaluating, and selecting investment opportunities, as well as monitoring existing investments.

We are a unique family office that focuses exclusively on private investing, including private equity, growth equity, and venture capital. Our investment approach is built on best practices learned from institutional investing, and we source broadly, engage in dynamic discussions with general partners and management teams, provide candid feedback, and set realistic expectations.

We are looking for intellectually curious individuals with a passion for investing who can work independently and as part of a collaborative team. A strong understanding of private capital markets is a plus.

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 documents reviews and coordinate with external counsel
  • Assist with investment reports and summaries
  • Conduct regular and ongoing analysis of existing investments

Requirements:

  • Excellent academic credentials
  • Bachelor's degree required, major in a business-related field preferred
  • Minimum of one year of experience in an investment-related field or a summer internship in investments or investment banking
  • Desire to work towards obtaining an investment certification such as the CFA and/or CAIA
  • Microsoft Excel proficiency

Love's Travel Stops & Country Stores is a leading travel stop network in the United States, providing customers with highway hospitality and clean, modern facilities stocked with fuel, food, and supplies. Our family of companies includes Gemini Motor Transport, Speedco, Musket, and Trillium.

We are an equal opportunity employer and welcome protected veterans and individuals with disabilities to apply.

", "Company Description": "Love's Travel Stops & Country Stores is a leading travel stop network in the United States, providing customers with highway hospitality and clean, modern facilities stocked with fuel, food, and supplies. Our family of companies includes Gemini Motor Transport, Speedco, Musket, and Trillium.", "Location": "Oklahoma City, OK", "Job Type": "Full-time", "Industry": "Private Equity", "Experience": "1-3 years", "Education": "Bachelor's degree", "Language": "English"}
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