Investment Management Associate jobs in United States
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CAZ Investments · 1 day ago

Investment Management Associate

positionHouston, TX
timeFull-time
remoteOnsite
seniorityMid Level
date4+ years exp

CAZ Investments is an investment management firm focused on providing exclusive access to unique alternatives for investors. The Investment Management Associate will support the team in evaluating and monitoring investment opportunities, collaborating on due diligence, and preparing investment memos for the Investment Committee.

Financial Services
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Comp. & Benefits
Hiring Manager
Travis Rawson
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Responsibilities

Evaluate new investment opportunities and support the monitoring of existing investments, primarily across the full range of private markets
Collaborate on initial due diligence and prepare Investment Memos to be presented to the Investment Committee
Assist the Portfolio Management Team in monitoring and tracking existing investments and portfolios, including gathering and analyzing data on existing investments

Qualification

Investment analysisFinancial valuationData analytics softwareCAIA certificationCFA certificationMicrosoft ExcelQuantitative modelingWritten communicationOrganizational skillsTeam playerAttention to detail

Required

Bachelor's degree in Finance, Economics, or a related field
Ability to work in a fast-paced environment under strict deadlines
Exceptional organizational and written communication skills with exacting attention to detail
Strong research experience and financial knowledge, with understanding of accounting and financial valuation
Strong proficiency with Microsoft Office, and specifically Microsoft Excel
A solid understanding of underlying macro- and micro-economic forces and trends
Ability to quickly learn and utilize quantitative modeling techniques
Strong communication skills
Selfless team player with a strong work ethic

Preferred

Significant progress toward the CAIA, CFA or MBA
4-6 years of investment industry experience
Experience in DealCloud and/or Caissa is a strong plus, as well as other data analytics software platforms

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

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

PR Newswire
CAZ Investments Expands Market Leadership Through New Relationship with Blackstone Strategic Partners
2026-01-16
PR Newswire
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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2025-11-14
Company data provided by crunchbase