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CAZ Investments · 2 weeks ago

Investor Experience Coordinator

Houston, TX

Full-time

Onsite

Entry Level

1+ years exp

CAZ Investments is a unique investment management firm focused on providing exclusive access to unique alternatives for their global network of investors. The Investor Experience Coordinator will support the execution and enhancement of the investor experience across events, communications, and meetings, ensuring high standards and seamless engagement.

Financial Services

Comp. & Benefits

Hiring Manager

Brandee Andrews

Responsibilities

Contribute to the planning and execution of Investor-facing events across a range of sizes and formats, ensuring each experience reflects CAZ’s high standards and represents the brand well

Support event communications and guest engagement to create a seamless experience from invitation through follow-up

Collaborate with vendors, venues, and internal teams to ensure all event elements come together smoothly

Assist in creating and refining event materials and touchpoints that enhance the overall Investor experience

Maintain accurate event-related information within internal systems and support efforts to track results, return on investment, and event feedback

Participate in strengthening processes, tools, and playbooks that improve efficiency, consistency, and quality across all CAZ events

Assist in coordinating thoughtful follow-up moments such as thank-you notes, post-meeting materials, and curated touches that enhance Investor relationships

Help prepare Investor-facing materials such as printed presentations, agendas, leave-behinds, and meeting packets in collaboration with Marketing

Coordinate delivery of high-touch Investor experience elements, including welcome gifts, curated merchandise tied to specific events, and meaningful follow-up materials

Help collect and consolidate Investor feedback through surveys and post-event follow-up, summarizing insights to support leadership decision-making

Work with the Capital Formation Team to identify new ways to elevate how Investors engage with CAZ across meetings, events, and ongoing touchpoints

Qualification

Event coordinationProject managementCommunication skillsMS Office proficiencyEvent toolsAttention to detailTeam-orientedProblem-solvingAdaptability

Required

Bachelor's degree

Highly organized, extreme attention to detail, adaptable, and able to perform under tight deadlines

Strong written and verbal communication skills with a polished, professional presence

Proficiency in MS Office (Excel, PowerPoint, Word) with the ability to learn new systems quickly

Team-oriented, self-motivated, and comfortable interacting with executives and high-net-worth individuals

Preferred

1–3 years of experience in events, hospitality, marketing, or a related field preferred

Experience coordinating logistics, vendors, or client events (finance or professional services experience a plus)

Familiarity with platforms such as Asana, Monday.com, Cvent or other event management tools, Smartsheet, and Salesforce experience 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