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CAZ Investments · 2 days ago

Vice President of Investment Management

Houston, TX

Full-time

Onsite

Mid, Senior Level

6+ years exp

CAZ Investments is a company focused on providing exclusive access to unique investment opportunities. As the Vice President of Investment Management, you will lead the Investment Management Team in evaluating and monitoring investment opportunities, collaborating across teams to inform leadership in investment due diligence and decisions.

Financial Services

Comp. & Benefits

Hiring Manager

Travis Rawson

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

Qualification

Investment analysisAlternative investmentsFinancial valuationData analytics softwareMicrosoft ExcelLeadership skillsProject managementEntrepreneurial mindsetQuantitative modelingCommunication skillsTeam playerAttention to detail

Required

Bachelor's degree in Finance, Economics, or a related field

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

Strong communication skills

Selfless team player with a strong work ethic

Preferred

CAIA, CFA or MBA is preferred

6+ years of investment industry experience is preferred

Benefits

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