Senior Investment Analyst

1 day ago


Oklahoma City, Oklahoma, United States Loves Travel Stops & Country Store Full time
Job Title: Sr. Investment Analyst

About Us: Loves Travel Stops & Country Stores is a leading travel stop network in the United States, providing highway hospitality and clean facilities to customers for over 55 years.

Job Summary: We are seeking a highly skilled Sr. Investment Analyst to join our team. The successful candidate will be responsible for sourcing, evaluating, and selecting investment opportunities, as well as monitoring existing investments.

Key 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
  • Complete investment reports
  • Conduct regular and ongoing analysis of existing investments

Requirements:

  • Excellent academic credentials
  • Bachelor's degree required, major in a business-related field strongly preferred
  • Minimum of at least three years of experience in an investment-related field (private equity, endowment, foundation, family office, investment research and/or investment banking)
  • Investment certifications such as CFA or CAIA preferred, OR desire to work towards obtaining an investment certification
  • Microsoft Excel proficiency

About Us: Loves Travel Stops & Country Stores is a leading travel stop network in the United States, providing highway hospitality and clean facilities to customers for over 55 years.



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