Investment Analyst

2 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. Robbins' private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.

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

#J-18808-Ljbffr

  • Analyst - Investment Banking

    2 weeks ago

    Houston, United States Longwood University Full time

    You are viewing a preview of this job. Log in or register to view more details about this job. Investment banking group seeks ambitious analyst candidate in their Manhattan office. Duties will include: Support engagement teams in equity financing, sell-side and general advisory M&A engagements. Prepare various documents including memos, teasers, proposals...

  • Investment Associate

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Houston, United States Bluestone Search Full time

    Our client, a mid-sized Investment firm in Houston, TX, focused on multiple sectors including private equity, private credit, energy, and real estate, is looking for Investment Analysts and Associates. These individuals will be responsible for evaluating new/existing investment opportunities, business valuations, creating investment materials, investment...

  • Investment Manager

    1 week ago

    Houston, United States XAG Group Full time

    About Us: XAG Group is a commercial development firm that is multidivisional: Commercial Real Estate Sales & Leasing, Property Management, Capital Investments, and Development. Dedicated to creating expectational developments around the Greater Houston Area, specializing in retail and multifamily. Our team is passionate about delivering innovative and...

  • Investment Manager

    2 weeks ago

    Houston, United States XAG Group Full time

    About Us: XAG Group is a commercial development firm that is multidivisional: Commercial Real Estate Sales & Leasing, Property Management, Capital Investments, and Development. Dedicated to creating expectational developments around the Greater Houston Area, specializing in retail and multifamily. Our team is passionate about delivering innovative and...

  • Investment Manager

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Houston, United States XAG Group Full time

    About Us: XAG Group is a commercial development firm that is multidivisional: Commercial Real Estate Sales & Leasing, Property Management, Capital Investments, and Development. Dedicated to creating expectational developments around the Greater Houston Area, specializing in retail and multifamily. Our team is passionate about delivering innovative and...

  • Investment Baking Vice President

    Found in: beBee S US - 3 weeks ago

    Houston, United States Selby Jennings Full time

    Title: Investment Banking Vice PresidentCompany Summary: We are currently partnered with a MM Investment Bank looking to add an Investment Banking Vice President to their Industrials team. This Investment Banking Vice President will have the opportunity to join a team that is on track to have another record year here in Houston, gaining sell-side M&A reps,...

  • Financial Analyst

    6 days ago

    Houston, United States Joule Capital Ventures Full time

    Job Summary: Joule Capital Ventures is a privately held commercial real estate investment firm specializing in the self-storage industry. Joule Capital Ventures is seeking a professional and detail-oriented financial analyst to join our team. The financial analyst will support the financial and operational arms of all JCV owned/managed real estate assets....

  • Corporate Finance Analyst

    3 days ago

    Houston, United States Corps Team Full time

    Our client, a leading independent investment management firm, is seeking an experienced Corporate Actions Analyst for a 12+ month contract in Houston, TX. This position is hybrid with 3 days on site, and 2 days remote. Under immediate supervision, Analyst must complete the analysis and posting of corporate action events as well as the coordination of...

  • Corporate Finance Analyst

    Found in: Appcast Linkedin GBL C2 - 3 days ago

    Houston, United States Corps Team Full time

    Our client, a leading independent investment management firm, is seeking an experienced Corporate Actions Analyst for a 12+ month contract in Houston, TX. This position is hybrid with 3 days on site, and 2 days remote. Under immediate supervision, Analyst must complete the analysis and posting of corporate action events as well as the coordination of...

  • Corporate Action Analyst

    Found in: Appcast Linkedin GBL C2 - 16 hours ago

    Houston, United States Jobility Talent Solutions (formerly Samiti Technology) Full time

    **Hybrid Position**JOB PURPOSE (JOB SUMMARY):Under immediate supervision, the Analyst must complete the analysis and posting of corporate action events as well as the coordination of voluntary corporate action responses in a timely and accurate manner. The analyst must strive to gain knowledge of all corporate action event types and their impacts on the...

  • Corporate Action Analyst

    2 days ago

    Houston, United States Jobility Talent Solutions (formerly Samiti Technology) Full time

    **Hybrid Position**JOB PURPOSE (JOB SUMMARY):Under immediate supervision, the Analyst must complete the analysis and posting of corporate action events as well as the coordination of voluntary corporate action responses in a timely and accurate manner. The analyst must strive to gain knowledge of all corporate action event types and their impacts on the...

  • Corporate Action Analyst

    35 minutes ago

    Houston, United States Jobility Talent Solutions (formerly Samiti Technology) Full time

    **Hybrid Position** JOB PURPOSE (JOB SUMMARY): Under immediate supervision, the Analyst must complete the analysis and posting of corporate action events as well as the coordination of voluntary corporate action responses in a timely and accurate manner. The analyst must strive to gain knowledge of all corporate action event types and their impacts on the...

  • Corporate Actions Analyst

    4 days ago

    Houston, United States Icon Vendorpass And Affiliates Full time

    Position Title: Corporate Actions Analyst Location: Houston, Tx Pay Rate: $25/hr (+benefits) Assignment Length: 1-year W2 Contract Schedule: Hybrid Industry: Banking & Finance **************** JOB PURPOSE Under immediate supervision, Analyst must complete the analysis and posting of corporate action events as well as the coordination of voluntary corporate...

  • Corporate Actions Analyst

    Found in: Appcast Linkedin GBL C2 - 16 hours ago

    Houston, United States Motion Recruitment Full time

    Corporate Actions Analyst12 Month Contract (Possible extension or Contract-to-Hire)Location: Hybrid - (Houston - Greenway Plaza)*Must be able to work onsite 3 days per week.*Must be able to work on W-2 basisJob DescriptionUnder immediate supervision, Analyst must complete the analysis and posting of corporate action events as well as the coordination of...

  • Corporate Bond Analyst

    2 weeks ago

    Houston, United States Gimme Credit Full time

        About the Role As a Corporate Bond Analyst, you will join a team focused on investment grade bond analyst at buyside or sellside firms.  You will actively monitor portfolio risk metrics by producing reports and analyzing model scenarios, generate orders to express investment conviction, perform pre-trade portfolio analysis, and make relative value...

  • Corporate Bond Analyst

    1 week ago

    Houston, United States Gimme Credit Full time

        About the Role As a Corporate Bond Analyst, you will join a team focused on investment grade bond analyst at buyside or sellside firms.  You will actively monitor portfolio risk metrics by producing reports and analyzing model scenarios, generate orders to express investment conviction, perform pre-trade portfolio analysis, and make relative value...

  • Pricing Analyst

    2 days ago

    Houston, United States ENTERA LLC Full time

    About the Role: The team is looking for a Pricing Analyst to join a team of sell-side analysts in the single-family residential real estate space. The team aims to provide hands-on support to our investor clients to dramatically improve their capability and scale in property discovery, dispositions,underwriting, comping, and decision making using Entera’s...

  • Senior Portfolio Analyst

    2 weeks ago

    Houston, United States CareerBuilder Full time

    Selby Jennings is working with a portfolio company of one of our existing Private Equity clients on a search to add a Senior Analyst to their team. This individual would be getting a fantastic experience on the operations side of private equity helping the team evaluate their portfolio, build out financial models, and work on planning & analysis....

  • Acquisition Analyst

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Houston, United States Barvin Full time

    ACQUISITION ANALYSTCOMPANY PROFILEBarvin is a privately held commercial real estate investment and development firm located in Houston, Texas, owned by Houston-based entrepreneur Eric Barvin. Our commercial real estate platform serves as asset manager of a portfolio of multi-family properties totaling over 4,500 units in Texas and Georgia. Barvin also has a...

  • Acquisition Analyst

    2 weeks ago

    Houston, United States Barvin Full time

    ACQUISITION ANALYSTCOMPANY PROFILEBarvin is a privately held commercial real estate investment and development firm located in Houston, Texas, owned by Houston-based entrepreneur Eric Barvin. Our commercial real estate platform serves as asset manager of a portfolio of multi-family properties totaling over 4,500 units in Texas and Georgia. Barvin also has a...