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CAZ Investments · 3 days ago

Director of Investment Management

Houston, TX

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

CAZ Investments is a firm focused on providing exclusive access to unique investment opportunities. The Director of Investment Management will lead the Capital Formation Team, articulate sophisticated investment strategies, and create investment-focused materials to contribute to the firm's success.

Financial Services

Comp. & Benefits

Hiring Manager

Travis Rawson

Responsibilities

Explain sophisticated investment strategies across asset classes with mastery in both written and verbal formats

Perform as a subject matter expert while communicating internally to our Team and externally to investors

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

Lead and educate Investment Management Team members

Develop content and thought leadership consistent with Firm thinking and philosophy

Give presentations to prospective investors in both small and large groups

Participate in industry conferences as a panelist and represent the firm professionally and successfully

Engage with financial media in audio, video and written formats

Qualification

Investment industry experienceAlternative investmentsLeadership skillsProject management skillsCAIACFAMBAFinancial conceptsVerbal presentation skillsOrganizational skillsWritten communication skillsMicrosoft ExcelDealCloudBloombergCaissa softwareEntrepreneurial mindsetQuantitative modeling techniquesEconomic trendsAttention to detail

Required

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

10+ years of investment industry experience

Ability to work efficiently 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

Outstanding verbal presentation skills and can represent the Firm professionally

Exceptional organizational and written communication skills with a keen attention to detail

Deep 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

CAIA, CFA or MBA

10+ years of investment industry experience

Experience with DealCloud, Bloomberg, and Caissa software

Highly Proficient in Microsoft Excel

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