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Investment Associate

Location: 

Oklahoma City, OK, US, 73120

Req ID: 285702 

 

BASIC PURPOSE: Work collaboratively with the investment team under the guidance of the Chief Investment Officer.

 

MAJOR RESPONSIBILITIES:

  • Source, review, and evaluate fund and co-investment opportunities for further consideration
  • Assist in performing exhaustive investment due diligence on compelling opportunities
  • Assist in the development of investment recommendation reports
  • Monitor investments through update calls and meetings with investment managers
  • Update and maintain quarterly reports; maintain information in portfolio management system
  • Track and model expected future cash flows
  • Participate in the investment decision making process
  • Prepare and review presentation materials
  • Liaise with other professionals (e.g., tax, legal, accounting) regarding investment information
  • Other duties assigned, as needed

 

EDUCATION AND EXPERIENCE:

  • Education:
    • Must have excellent academic credentials
    • B.S. and graduate degree in an investment-related field strongly preferred
  • Experience:
    • Minimum of one years’ experience in a related field (private equity, allocator role, investment research and/or investment banking)
    • Investment certifications such as CFA or CAIA, preferred
    • Strong MS Excel and modeling skills, preferred

 

    SKILLS AND PHYSICAL DEMANDS:

  • Skills:
    • Hard Skills: knowledge of Microsoft Office, including word processing, spreadsheet and database applications, investment market specific software
    • Soft Skills: strong presentation skills, outstanding analytical skills, risk assessment, innovator, good verbal and written communication skills, strong time management skills, strong organization skills, excellent relationship builder, sense of urgency, ability to take constructive criticism and strong work ethic
  • Typical Physical Demands:
    • Requires prolonged sitting, some bending and stooping.
    • Occasional lifting up to 25 pounds.
    • Manual dexterity sufficient to operate a computer keyboard and calculator.
    • Requires normal range of hearing and vision.
    • Ability to travel up to 33%

 

Job Function(s): Accounting and Finance 

 

Love’s Travel Stops & Country Stores is the industry-leading travel stop network in the United States. For more than 55 years, we’ve provided customers with highway hospitality and “Clean Places, Friendly Faces.” We’re passionate about serving drivers with clean, modern facilities stocked with fuel, food and supplies. We offer meals from popular restaurant chains, trucking supplies, showers and everything needed to get back on the road quickly. The Love’s Family of Companies includes:

  • Gemini Motor Transport, one of the industry’s safest trucking fleets
  • Speedco, the light mechanical and trucking service specialists
  • Musket, a rapidly growing, Houston-based commodities supplier and trader
  • Trillium, a Houston-based alternative fuels expert

 

The Love's Experience

Love’s was founded in 1964 on the values of integrity, customer focus, strong work ethic, innovation and perseverance. We are looking for these in every person we hire. No matter what job you do for Love’s, your commitment to these values will not only continue our legacy of growth, it will also ensure your successful career.


Nearest Major Market: Oklahoma City
Nearest Secondary Market: Oklahoma

Job Segment: Equity, Investment, Database, Private Equity, Investment Banking, Finance, Technology