Sr. Vice President of Investment Management

2 months ago

Houston, United States CAZ Investments Full time

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.


We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbin's latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.


We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Partners. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Partners to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Partners they could never access on their own. Third, and what we believe is the most unique feature of our firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Partners do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.


Sr. Vice President, Investment Management

The SVP of Investment Management will be a leader in the Investment Management department. The SVP of Investment Management is expected to support both the Investment Management and Business Development teams in all capacities in the following Key Areas:

  1. Sourcing and executing on great investments
  2. Monitor and track existing investments and portfolios
  3. Help our Business Development Team win


Key Responsibilities:

• Evaluate new investment opportunities and support the monitoring of existing investments

  • Perform top-down and bottom-up analysis on public and private investment opportunities
  • Conduct initial due diligence and prepare Investment Memos to be presented to the Investment Committee
  • Engage in routine communication with external managers to monitor existing investments

• Assist in internal portfolio tracking and management

  • Provide daily updates and transparency to the portfolios to enable Portfolio Managers to make effective trading decisions
  • Assist with facilitating and reconciling trades within the equity, derivative, and futures markets

• Ability to explain sophisticated investment strategies in both written and verbal formats

  • Comfortable as a subject matter expert while communicating to investors
  • Ability to educate internal Team members


Success as a SVP in the Investment Management Team will be measured by:

  • Ability to quickly learn the CAZ investment process and philosophy
  • Efficiency in working across departments to drive value to the firm
  • Attention to detail and ability to “see around corners”


Requirements:

  • Holds a Bachelor's degree in Finance, Economics, or a related field; an MBA or progress toward CFA is preferred.
  • Has 5+ years of experience in the investment industry or a related field.
  • Demonstrates the ability to work efficiently in a fast-paced environment under strict deadlines.
  • Exhibits strong leadership and project management skills.
  • Possesses a solid understanding of the investment management industry and can manage third-party relationships effectively.
  • Shows expertise in understanding alternative investments, including private equity, credit, venture capital, and hedge funds.
  • Has basic verbal presentation skills and can represent the firm professionally.
  • Showcases exceptional organizational and written communication skills with a keen attention to detail.
  • Demonstrates strong research abilities and financial knowledge, with an understanding of accounting and financial valuation as a plus.
  • Experience with DealCloud, Bloomberg, and Caissa software is strongly preferred.
  • Proficient in Excel
  • Has a strong understanding of macro- and micro-economic trends and can quickly learn and apply quantitative modeling techniques.


Compensation Structure:

  • Base salary will be commensurate with experience
  • Bonus opportunity linked to effectiveness measured by a periodic goal-setting process, with the amount of opportunity depending on value added to the organization and firm profitability.
  • Eligibility for our Matching 401k plan after 30 days of employment
  • We offer a generous PTO plan, along with an excellent Benefit Portfolio

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