Investment Operations Associate

3 weeks 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.


Investment Operations Associate (IOA)

The Investment Operations Associate is responsible for supporting the Investment Management Team in ensuring that investment opportunities are successfully onboarded and monitored with the Firm. In this role, you will collaborate with both the due diligence and portfolio Teams to help successfully document, track, and monitor new investment vehicles, contributing to the Firm's overall success.


Key Responsibilities:

  • Assist in the documentation and processing of new investment opportunities
  • Engage in routine communication with external managers and other Investment Management Team to monitor investments both qualitatively and quantitatively
  • Assist the Portfolio Management Team in monitoring and tracking of investments and portfolios
  • Oversee the onboarding of all internal portfolio tracking and management systems
  • Provide updates and transparency across investments and portfolios to enable the Portfolio Management Team to make effective decisions


Success as an Investment Operations Associate will be measured by your:

  • Processing of documentation on new investments with strong attention to detail and speed
  • Maintenance of high-quality and current data across all the Firm’s investments
  • Effective monitoring of investments and portfolio management tools across the organization
  • Ability to manage and process a wide array of priorities concurrently with excellence
  • Proficiency in working within and across Teams to bring success to all members of the Firm


Requirements:

  • Bachelor's degree in Finance, Economics, or a related field. Significant progress toward a CFA or MBA is preferred.
  • 4-6 years of investment industry experience is preferred, with a strong emphasis on operations-related duties
  • Exceptional organizational and written communication skills with exacting attention to detail
  • Strong array of financial knowledge; understanding of accounting and financial valuation is a plus
  • Proficiency with Excel and Microsoft Office; experience with other data analytics software platforms a plus (including DealCloud and/or Caissa)
  • Ability to quickly learn and utilize quantitative modeling techniques
  • Ability to work in a fast-paced environment under strict deadlines
  • Selfless Team player with a strong work ethic.


Compensation and Benefits:

  • Base salary will be commensurate with experience
  • 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

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