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CAZ Investments · 1 day ago

Analyst - Investment Management

Houston, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

CAZ Investments is an investment management firm focused on providing exclusive access to unique alternatives. The Analyst will support the Capital Formation Team by managing investor due diligence, developing investment strategies, and creating materials to enhance investor communication.

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 analysisAlternative investmentsFinancial conceptsDealCloudBloombergMSCI CaissaMicrosoft ExcelMicrosoft PowerPointEntrepreneurial mindsetPresentation skillsOrganizational skillsWritten communicationAttention 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

Experience with, or desire to develop, professional presentation skills

Strong organizational and written communication skills with keen attention to detail

Understanding of core financial concepts, including accounting and valuation

Highly proficient in Microsoft Excel and PowerPoint

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

2-4 years of investment industry experience

Experience with DealCloud, Bloomberg, and MSCI Caissa software

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