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CAZ Investments · 1 day ago

Associate - Investment Management

Houston, TX

Full-time

Onsite

Mid Level

4+ years exp

CAZ Investments is a unique investment management firm focused on providing exclusive access to unique alternatives for investors. As an Associate of Investment Management, you will support the Capital Formation Team by articulating investment strategies, managing investor communications, and creating investment materials to contribute to the firm's success.

Financial Services

Comp. & Benefits

Hiring Manager

Travis Rawson

Responsibilities

Manage investor due diligence requests and information gathering processes for existing and prospective investors

Develop and implement scalable systems for investment analysis and strategy communication

Maintain and organize investment content and materials across a wide variety of investment vehicles

Create investment-focused collateral to help our Capital Formation Team win

Monitor macroeconomic trends and competitive landscape to inform investment positioning

Collaborate with senior Team members across investment strategy communication and Capital Formation initiatives

Qualification

Investment industry experienceAlternative investments knowledgeFinancial concepts understandingQuantitative modeling techniquesDealCloud softwareBloomberg softwareMSCI Caissa softwareProfessional presentation skillsEntrepreneurial mindsetWork under deadlinesOrganizational skillsWritten communication skillsAttention to detail

Required

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

Ability to work in a fast-paced environment under strict deadlines

Demonstrates an entrepreneurial mindset and capacity to think outside the box

Working knowledge of alternative investments, including private equity, private credit, venture capital, and hedge funds

Strong organizational and written communication skills with keen attention to detail

Understanding of core financial concepts, including accounting and valuation

Strong understanding of macro- and micro-economic trends and can quickly learn and apply quantitative modeling techniques

Preferred

Significant progress toward the CAIA, CFA or MBA

4-6 years of investment industry experience

Experience with, or desire to develop, professional presentation skills

Experience with DealCloud, Bloomberg, and MSCI Caissa software is strongly preferred

Highly proficient in Microsoft Excel is a plus

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