Investment Analyst - Cortes Capital

About the role

Cortes Capital is seeking an Investment Analyst to provide essential support to deal teams and deal leads. Analysts contribute to theme development and research, sourcing and evaluating investment opportunities, as well as portfolio construction and monitoring.

Responsibilities

• Work collaboratively with other investment professionals to provide secondary support for deal teams.
• 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.
• Source from networks, databases, and other desktop research.
• Gather materials from potential investments and conduct initial reviews of those materials.
• Conduct data room reviews to evaluate the people, process, returns, historical value creation, risks, and other criteria.
• 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.
• Travel is required on occasion, primarily for meeting with prospective investments but also for attending selective conferences and networking events.
• Supervise, train, and mentor interns.

Requirements

• Bachelor’s degree with a focus or significant coursework in finance, accounting, or economics is required.
• Minimum of at least one year of experience in an investment related field (private equity, endowment, foundation, family office, investment research and/or investment banking).
• At least one internship in these areas qualifies.
• Willingness to work towards obtaining the CFA and/or CAIA designation.

Qualifications

• A strong understanding of private capital markets is helpful.
• An insatiable desire for learning and continuous improvement is a key distinction for analysts that are successful at Cortes.
• An ability to work independently AND as part of a collaborative team is a must.