CAZ Investments
Vice President of Investment Management
CAZ Investments, Houston, Texas, United States, 77246
CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co‑invest with us. We exist to provide Exclusive Access to Unique Alternatives.
We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co‑authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Partners. We have more than $650 mm of our personal capital committed to our investment vehicles. We provide access to our Partners to co‑invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250 mm – $500 mm of investable assets. Quite simply, there are many investments we can provide for our Partners they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Partners do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
VP of Investment Management – Pillar I As VP of Investment Management Pillar I, you will lead the Investment Management Team in evaluating and monitoring investment opportunities. In this role, you will collaborate across Teams to help inform leadership in investment due diligence, decisions, and monitoring, contributing to the Firm's overall success.
Key Responsibilities
Evaluate new investment opportunities and support the monitoring of existing investments, primarily across the full range of private markets
Collaborate on initial due diligence and prepare Investment Memos to be presented to the Investment Committee
Assist the Portfolio Management Team in monitoring and tracking existing investments and portfolios, including gathering and analyzing data on existing investments
Success as an Associate in the Investment Management Team will be measured by your
High‑quality investment diligence and analysis, culminating in the creation of Investment Committee memos
Ability to deliver quality work, on time, with strong attention to detail
Proficiency to work within and across Teams to bring success to all members of the Firm
Ability to demonstrate and communicate an understanding of the financial markets and economics
Requirements
Bachelor's degree in Finance, Economics, or a related field. CAIA, CFA or MBA is preferred
6+ years of investment industry experience is preferred
Ability to work in a fast‑paced environment under strict deadlines
Strong leadership and project management skills
Demonstrates an entrepreneurial mindset and capacity to think outside the box
Expertise in alternative investments, including private equity, private credit, venture capital, and hedge funds
Exceptional organizational and written communication skills with exacting attention to detail
Strong research experience and financial knowledge, with understanding of accounting and financial valuation
Experience in DealCloud and/or Caissa is a strong plus, as well as other data analytics software platforms
Strong proficiency with Microsoft Office, and specifically Microsoft Excel
A solid understanding of underlying macro‑ and micro‑economic forces and trends
Ability to quickly learn and utilize quantitative modeling techniques
Selfless team player with a strong work ethic
Compensation and Benefits
Base salary will be commensurate with experience
Bonus opportunities will be tied to effectiveness, measured by a periodic goal‑setting process, with the amount of opportunity depending on value‑added to the organization and firm profitability
Participation in our matching 401k plan
We offer a generous PTO plan, along with an excellent benefits portfolio
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Analyst
Industries
Financial Services, Venture Capital and Private Equity Principals, and Investment Management
Referrals increase your chances of interviewing at CAZ Investments by 2x
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Student loan assistance
Disability insurance
Get notified about new Vice President of Investment jobs in
Houston, TX .
#J-18808-Ljbffr
We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co‑authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Partners. We have more than $650 mm of our personal capital committed to our investment vehicles. We provide access to our Partners to co‑invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250 mm – $500 mm of investable assets. Quite simply, there are many investments we can provide for our Partners they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Partners do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
VP of Investment Management – Pillar I As VP of Investment Management Pillar I, you will lead the Investment Management Team in evaluating and monitoring investment opportunities. In this role, you will collaborate across Teams to help inform leadership in investment due diligence, decisions, and monitoring, contributing to the Firm's overall success.
Key Responsibilities
Evaluate new investment opportunities and support the monitoring of existing investments, primarily across the full range of private markets
Collaborate on initial due diligence and prepare Investment Memos to be presented to the Investment Committee
Assist the Portfolio Management Team in monitoring and tracking existing investments and portfolios, including gathering and analyzing data on existing investments
Success as an Associate in the Investment Management Team will be measured by your
High‑quality investment diligence and analysis, culminating in the creation of Investment Committee memos
Ability to deliver quality work, on time, with strong attention to detail
Proficiency to work within and across Teams to bring success to all members of the Firm
Ability to demonstrate and communicate an understanding of the financial markets and economics
Requirements
Bachelor's degree in Finance, Economics, or a related field. CAIA, CFA or MBA is preferred
6+ years of investment industry experience is preferred
Ability to work in a fast‑paced environment under strict deadlines
Strong leadership and project management skills
Demonstrates an entrepreneurial mindset and capacity to think outside the box
Expertise in alternative investments, including private equity, private credit, venture capital, and hedge funds
Exceptional organizational and written communication skills with exacting attention to detail
Strong research experience and financial knowledge, with understanding of accounting and financial valuation
Experience in DealCloud and/or Caissa is a strong plus, as well as other data analytics software platforms
Strong proficiency with Microsoft Office, and specifically Microsoft Excel
A solid understanding of underlying macro‑ and micro‑economic forces and trends
Ability to quickly learn and utilize quantitative modeling techniques
Selfless team player with a strong work ethic
Compensation and Benefits
Base salary will be commensurate with experience
Bonus opportunities will be tied to effectiveness, measured by a periodic goal‑setting process, with the amount of opportunity depending on value‑added to the organization and firm profitability
Participation in our matching 401k plan
We offer a generous PTO plan, along with an excellent benefits portfolio
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Analyst
Industries
Financial Services, Venture Capital and Private Equity Principals, and Investment Management
Referrals increase your chances of interviewing at CAZ Investments by 2x
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Student loan assistance
Disability insurance
Get notified about new Vice President of Investment jobs in
Houston, TX .
#J-18808-Ljbffr