Investment Professional
All resume & cover letter submissions should be sent to careers@cockrell.com.
Role Overview
Reporting to senior members of the investment team, the Investment Professional will serve as a generalist investor and assist in all aspects of the investment process, including the following:
- Direct investment analysis
- Memo construction & presentation
- Relationship management & sourcing
- Post-close investment management
- Manager analysis & monitoring
The individual will gain hands-on experience across the investment lifecycle (i.e., origination through funding and management) and engage with the primary internal principals of the firm on deployment decisions. Over time but subject to performance, he or she will have the opportunity to transition from generally supporting the due diligence process to eventually leading and managing most of the investment process. This smaller, collegial environment with direct access to decision makers fosters a breadth of opportunities to grow as an investor across markets, verticals, and industries.
Compensation and career progression opportunities will be intensely competitive with other investment-oriented roles.
Candidate Characteristics
Personal
- Unquestionable integrity and professionalism
- Strong alignment with Cockrell values and culture
- High EQ and excited about collegial, team-oriented atmosphere
- Natural state of curiosity and passion for investing
- Self-motivated and innovative with an entrepreneurial spirt
- In control of one’s ego and focused on the shared success of the organization
- Driven self-starter, who can interact collaboratively, but operate independently
- Continuous improvement mindset
Technical
- Direct investing mindset
- Strong financial modeling skills including experience interpreting financial statements and building projection models from scratch
- Excellent oral and written communication skills with ability to break down complex topics into its most relevant component parts
- Keen attention to detail and the ability to manage deadlines for multiple tasks
- Appreciation for long-term compounding of capital behind highest conviction ideas
Qualitative
- Ability to develop, manage, and maintain relationships with various stakeholders
- Represent the firm in a positive light at industry events and conferences
- Excellent team member – selfless and willing to do what is best for the organization
- Ability to work with various internal stakeholders, either as a group or independently
Qualifications
- Bachelor’s degree
- 1-6 years of relevant work experience, including family offices, mutual funds, hedge funds, investment banks or private equity firms
- Full-time in-person in Houston, Texas
- Eligible to work in the U.S. with no restrictions