Investment Manager - Cortes Capital

Location: 

Oklahoma City, OK, US, 73120

Req ID: 495373  

Welcome to Cortes Capital. We are seeking an experienced Investment Manager (Real Estate Focus) to play a key role in advancing the long-term investment objectives of Cortes Capital by identifying, evaluating, and managing private investment opportunities with a primary emphasis on real estate and selected strategic sectors across the portfolio. This position serves as a senior investment professional responsible for contributing to investment strategy, influencing portfolio construction and capital allocation decisions, leading investment diligence efforts, and helping shape thematic areas of focus that support sustainable value creation.

Operating at the intersection of investment analysis and investment leadership, this role exercises independent judgment in assessing opportunities, directing investment processes, and providing technical leadership and mentorship to junior investment professionals. The Investment Manager collaborates closely with senior leadership, external partners, and internal stakeholders to generate actionable investment insights and support informed investment decisions.

Success in this role requires intellectual curiosity, strong commercial acumen, and the ability to synthesize complex market, operational, and financial information into clear investment recommendations. The position is expected to leverage data analytics, AI-enabled research tools, and emerging technologies to enhance investment sourcing, diligence, portfolio monitoring, decision-making efficiency, and overall team productivity. Through strategic thinking, sound investment judgment, and collaborative leadership, the Investment Manager contributes directly to the performance, growth, and long-term success of the investment portfolio.

Job Functions:

• Lead the sourcing, evaluation, and execution of private investment opportunities, with a primary focus on real estate and selected strategic investment themes.
• Direct investment diligence activities, including financial, operational, market, legal, and risk assessments, and develop recommendations for investment decision-making.
• Lead designated deal teams and provide technical guidance, work prioritization, and quality review for analysts and senior analysts throughout the investment lifecycle.
• Partner with internal stakeholders, investment sponsors, management teams, advisors, attorneys, and service providers to evaluate opportunities and support transaction execution.
• Develop and refine investment theses by analyzing market trends, economic conditions, industry developments, and emerging opportunities.
• Identify and assess thematic investment opportunities that align with portfolio objectives and long-term value creation strategies.
• Conduct market mapping and competitive landscape analyses to support sourcing efforts and expand investment pipelines.
• Develop and maintain relationships with sponsors, operators, fund managers, advisors, and industry participants to enhance sourcing efforts and market intelligence.
• Evaluate investment materials, identify key drivers and risks, and exercise independent judgment in determining diligence priorities and investment progression recommendations.
• Lead meetings, presentations, and discussions with prospective investment partners and stakeholders while effectively communicating investment insights and recommendations.
• Lead reference calls and management assessments to evaluate leadership quality, strategic capabilities, and organizational effectiveness.
• Prepare and present investment analyses, diligence findings, portfolio insights, and investment memoranda to the Chief Investment Officer and senior leadership.
• Review legal and transaction-related documentation and collaborate with internal and external advisors to identify material considerations and risks.
• Evaluate and communicate investment risks, assumptions, and mitigation strategies throughout the diligence, approval, and monitoring processes.
• Monitor portfolio investments and investments under review, assessing performance, business developments, market conditions, and strategic risks.
• Contribute to portfolio construction, capital allocation, and investment prioritization decisions by evaluating opportunity fit, diversification benefits, risk exposures, and return objectives.
• Perform portfolio analysis, benchmarking, and ad hoc research to support investment strategy, portfolio construction, and decision-making.
• Integrate AI-enabled tools, data analytics, and emerging technologies into investment sourcing, research, diligence, portfolio monitoring, and reporting processes to improve efficiency, scalability, and decision quality.
• Travel as required to conduct due diligence, attend investment meetings, visit operating assets, and participate in industry events.
• Provide mentorship, coaching, and professional development support to analysts and senior analysts.
• Contribute informed perspectives and recommendations in investment committee discussions, portfolio reviews, and strategic planning activities.
• Support broader team and enterprise goals by proactively contributing to initiatives outside of core responsibilities.

Experience &  Qualifications:

• Bachelor’s degree with a focus or significant coursework in finance, accounting, real estate, or economics is required.
• Minimum of four years of experience in an institutional investment, family office, endowment, foundation, investment consulting, private equity, real estate investment, or other allocator-related environment required. 
• Five to ten years of experience evaluating real estate investments, including funds, co-investments, direct investments, development projects, or related private market transactions preferred.
• Must be an active, good-standing charter holder of the CFA or CAIA designation, or possess a graduate degree in business, finance, real estate, investments, or a related discipline.
• Real estate investment credentials such as CCIM, CAIA Real Estate Micro credential, NAR REI Certification, or similar certifications are preferred.
• Experience evaluating, conducting diligence on, monitoring, and recommending private investment opportunities, including funds, co-investments, direct investments, and/or real estate investments preferred.
• Exposure to real estate investing, real estate development, private markets, portfolio management, financial modeling, investment research, or capital allocation through professional experience, graduate education, certifications, or equivalent hands-on experience preferred.
• Experience leading or supporting investment due diligence, market research, investment sourcing, transaction execution, portfolio monitoring, or strategic investment initiatives preferred.
• Experience working in collaborative investment environments and interacting with investment sponsors, management teams, advisors, consultants, and other external stakeholders preferred.
• Experience utilizing data analytics, financial technologies, AI-enabled research tools, or investment platforms to improve investment analysis, decision-making, and operational efficiency preferred.

Skills:

• Hard Skills
  • Private market investment analysis (private equity, growth equity, venture capital, private real assets, and real estate)
  • Real estate investment underwriting and valuation
  • Real estate development and project feasibility analysis
  • Financial modeling and scenario analysis
  • Portfolio construction and asset allocation analysis
  • Portfolio management and investment monitoring
  • Investment due diligence and risk assessment
  • Investment risk identification and mitigation
  • Thematic investing and investment thesis development
  • Market research, market mapping, and competitive landscape analysis
  • Investment sourcing and deal origination
  • Fund, co-investment, and direct investment evaluation
  • Financial statement analysis and performance measurement
  • Economic, industry, and market trend analysis
  • Investment memorandum and investment committee presentation development
  • Data room review and transaction diligence
  • Legal and partnership agreement review (LPAs, operating agreements, and related investment documents)
  • Benchmarking and performance analytics
  • Capital allocation analysis
  • Quantitative and qualitative research methods
  • Reference call and management assessment techniques
  • Stakeholder, sponsor, and investment partner relationship management
  • Data analytics and business intelligence tools
  • Data visualization and dashboard reporting
  • AI-assisted investment research and analysis
  • Workflow automation and productivity technologies
  • Microsoft Excel, PowerPoint, Word, and investment database platforms
  • Investment process management and documentation
  • Strategic planning and decision-support analysis

• Soft Skills
  • Intellectual curiosity and continuous learning
  • Strategic thinking and long-term perspective
  • Sound investment judgment and decision-making
  • Critical thinking and analytical problem-solving
  • Independent initiative and self-direction
  • Leadership and technical mentorship
  • Coaching and talent development
  • Delegation and team coordination
  • Collaboration and cross-functional partnership
  • Executive presence and professional maturity
  • Executive communication and presentation skills
  • Written and verbal communication
  • Influencing and stakeholder management
  • Relationship building and networking
  • Negotiation and interpersonal effectiveness
  • Attention to detail and accuracy
  • Organization and project management
  • Prioritization and time management
  • Adaptability and learning agility
  • Professional skepticism and investigative mindset
  • Pattern recognition and synthesis of complex information
  • Decision-making under uncertainty
  • Diplomacy and constructive debate
  • Accountability and ownership
  • Confidentiality and discretion
  • Business acumen and commercial orientation
  • Strategic influence
  • Resilience and persistence
  • Results orientation
  • Team-oriented mindset
  • Ability to navigate ambiguity and complex situations
  • Change agility and continuous improvement mindset
  • Commitment to supporting broader team and enterprise objectives through flexibility, collaboration, and contributions beyond core responsibilities.

Work Environment

• Prolonged sitting, with occasional bending and stooping.
• Frequent use of computer equipment resulting in potential eye strain.
• Manual dexterity sufficient to operate a computer keyboard, mouse, and other office equipment.
• Occasional lifting of up to 25 pounds.
• Requires normal range of hearing and vision, with or without reasonable accommodation.
• Additional hours may be required based on business needs, project deadlines, or operational requirements.

Note: The items identified above are representative of those commonly associated with this position but are not exhaustive. Employees may encounter additional or unforeseen hazards in the course of their duties.

Our Culture: 

Fueling customers' journeys since 1964, innovation leads the way for this family-owned and operated business headquartered in Oklahoma City. With nearly 40,000 team members, travel stops are the core business along with products and services that provide value for professional drivers, fleets, traveling public, RVers, alternative energy and wholesale fuel customers. Giving back to communities and an inclusive workplace are hallmarks of the award-winning culture.

Love's is an Equal Opportunity Employer. Veterans encouraged to apply.

Nearest Major Market: Oklahoma City
Nearest Secondary Market: Oklahoma