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Investment Analyst

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 Shareholder's 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.

Analyst - Investment Management Analysts are responsible for supporting both the Investment Management and Capital Formation teams in all capacities. Key responsibility areas for the Analyst include:

Key Responsibilities: Support the expansion and service of our co-investors Create performance and investment materials on our investments for our co-investors Organize co-investor meeting materials for members of the Capital Formation team 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, derivatives, and futures markets

Your success as an Analyst in the Investment Management team will be measured by: Your

ability to deliver quality work, on time, with excellent attention to detail The ability to work within and across teams to bring success to all members of the firm

Requirements: Bachelor’s degree with a strong academic record 2-4 years prior experience in 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. Understanding accounting and financial valuation is a plus. Experience in DC, Caissa is a strong plus Proficiency with Excel and Microsoft Office. Experience with VBA is a plus Strong practical understanding of underlying macro-and micro-economic forces and trends Ability to quickly learn and utilize quantitative modeling techniques Outgoing personality and the ability to interact with rooms full of people with confidence Selfless team player with a strong work ethic

Compensation Structure: Base salary will be commensurate with experience Bonus opportunity 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 After 30 days of employment, you will be eligible to participate in our Matching 401k plan We offer a generous PTO plan, along with an excellent Benefit Portfolio

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