Sr. Vice President of Capital Formation jobs in United States
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CAZ Investments · 15 hours ago

Sr. Vice President of Capital Formation

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
date5+ years exp

CAZ Investments is focused on providing Exclusive Access to Unique Alternatives in investment opportunities. The Sr. Vice President of Capital Formation will manage ongoing relationships with Investors and source new Investors to expand the firm's capital base, primarily in the northeast, specifically Washington.

Financial Services
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Comp. & Benefits
Hiring Manager
Brandee Andrews
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Responsibilities

Support the management of ongoing relationships with Investors as led by a senior member of the team, including portfolio advisory, investment inquiries, and liquidity maintenance
Monitoring existing Investor investments and growing the assets with existing Investors
Leveraging personal networks to identify new prospective Investors

Qualification

Relationship managementBusiness developmentMicrosoft Office SuiteCRM softwareOutgoing personalityOrganizational skillsWritten communicationTeam playerAttention to detail

Required

5 years of experience in a relationship management and business development role in a fast-paced industry
Outgoing personality and the ability to interact with rooms full of people with confidence
Team player with a strong work ethic
Ability to work in a fast-paced environment under strict deadlines
Exceptional organizational and written communication skills and exacting attention to detail
Proficient in Microsoft Office Suite
Basic competencies in CRM software with an ability to expand

Benefits

Participation in our matching 401k plan
We offer a generous PTO plan, along with an excellent benefits portfolio

Company

CAZ Investments

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CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas.
dateFounded in 2001
location
Houston, Texas, USA
people-size51-200 employees
web-link
http://www.cazinvestments.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Sam Levens, CFA
Deputy Chief Investment Officer
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Recent News

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CAZ Investments Expands Market Leadership Through New Relationship with Blackstone Strategic Partners
2026-01-16
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CAZ Strategic Opportunities Fund surpasses $500 million, converts to simplified interval fund, secures approval on major custodial platforms
2025-12-18
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Company data provided by crunchbase