Investment Manager - Cortes Capital Job Oklahoma City area,Oklahoma USA,Finance & Banking

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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.

Our vision is to deliver exceptional long‑term returns for the Love family while defining the standard for growth focused family offices. You will be part of the team that sources, evaluates, and selects investment opportunities, in addition to monitoring existing investments.

We are unique from many family offices as we focus exclusively on private investing, including private equity, growth equity, venture capital, and private real assets. Our investment approach is the result of bringing together some of the best practices that we have learned over years in institutional investing. We source broadly, engage in dynamic discussions with general partners and management teams, provide candid feedback, and set realistic expectations.

We invest in funds, co‑investments, and direct investments, focusing on thematic areas such as infrastructure services, industrials, life sciences, software and more.

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…