Portfolio Management Specialist
1 week ago
**About CAZ Investments**
CAZ Investments is a leading investment management company that offers unique opportunities for co-investment with our network of investors. With over $600 million of personal capital committed to our investment vehicles, we provide access to exclusive alternatives that are not available to other investors.
Our Firm has a strong track record of success, with experienced professionals who have worked with top industry leaders such as Tony Robbins and Paul Tudor Jones. We are known for our alignment of interests, where our compensation is tied to the performance of our investors.
Investment Operations Associate Role
The Investment Operations Associate will play a critical role in ensuring the smooth onboarding and monitoring of new investment opportunities. This position requires close collaboration with our due diligence and portfolio management teams to document, track, and monitor new investments.
Key Responsibilities:
- Documentation and processing of new investment opportunities
- Communication with external managers and the Investment Management Team to monitor investments qualitatively and quantitatively
- Assistance to the Portfolio Management Team in monitoring and tracking investments and portfolios
- Maintenance of high-quality data across all investment systems
- Providing updates and transparency to enable effective decision-making
Requirements:
- Bachelor's degree in Finance, Economics, or a related field (progress toward CAIA, CFA, or MBA is a plus)
- 3-5 years of investment industry experience, preferably in operations-related duties
- Exceptional organizational and written communication skills with attention to detail
- Strong financial knowledge, including accounting and financial valuation
- Proficiency in Excel and Microsoft Office, with experience in data analytics software platforms (DealCloud and/or Caissa) a plus
- Knowledge of tax structures is a plus
- Able to quickly learn and utilize quantitative modeling techniques
- Able to work in a fast-paced environment under strict deadlines
- Selfless team player with a strong work ethic
Compensation and Benefits:
- Base salary: $80,000 - $110,000 per year, depending on experience
- Bonus opportunities tied to effectiveness, measured by a periodic goal-setting process
- Participation in our matching 401(k) plan
- Generous PTO plan and excellent benefits package
-
High Net Worth Portfolio Manager
1 week ago
Houston, Texas, United States CFA Institute Full timeJob Title: High Net Worth Portfolio ManagerThis is a highly rewarding opportunity to leverage your expertise in investment management and risk analysis to deliver exceptional results for high-net-worth clients. As a seasoned Portfolio Manager, you will be responsible for creating and managing model portfolios that meet the unique needs and objectives of each...
-
Client Success Portfolio Manager
1 week ago
Houston, Texas, United States Privia Health Full timeJob OverviewWe are seeking a highly skilled Client Success Associate to join our team in the TX Market. The ideal candidate will be responsible for managing a portfolio of clients and providing exceptional account management.
-
Senior Energy Portfolio Manager
1 week ago
Houston, Texas, United States Performance Search Group Full timeAbout the JobWe are seeking a Senior Energy Portfolio Manager to join our team at Performance Search Group. The ideal candidate will have a strong background in energy trading, risk management, and team leadership.
-
IT Portfolio Strategist
1 week ago
Houston, Texas, United States Houston Methodist Full timeJob SummaryWe are seeking a skilled IT Portfolio Strategist to join our team at Houston Methodist. The successful candidate will be responsible for overseeing the planning, coordination, and execution of multiple IT projects and initiatives.About UsHouston Methodist is one of the nation's leading health systems and academic medical centers. With eight...
-
Strategic Portfolio Director
2 days ago
Houston, Texas, United States oilandgas Full timeUnlock the Future of Energy ManagementHoneywell's Smart Energy & Thermal Solutions business is at the forefront of shaping the energy management landscape. Our focus on digitalization, innovation, and sustainability drives us to deliver cutting-edge solutions that optimize energy usage and minimize environmental impact.We are seeking a visionary Strategic...
-
Digital Portfolio Director
5 days ago
Houston, Texas, United States Citi Resources Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior IT Project Manager to oversee our digital portfolio, with a specific focus on Collection Operations and Commercial Routing within the Waste Management industry. As a Digital Portfolio Director, you will be responsible for defining portfolio governance, managing vendor relationships, and...
-
Houston, Texas, United States Draeger Full timeAbout the RoleWe are seeking a dynamic and strategic Product Business Development Manager to lead our Fire Training product portfolio in North America. As a key member of our team, you will drive collaboration across departments to achieve our objectives.ResponsibilitiesResponsible for a key portfolio of Safety Products including strategic positioning,...
-
Commercial Real Estate Portfolio Manager
5 days ago
Houston, Texas, United States CBRE Full timeWe are seeking a highly skilled Commercial Real Estate Portfolio Manager to join our team in Houston, TX. As a key member of our team, you will be responsible for leading various aspects of a diverse property portfolio, including commercial, industrial, and retail properties.About the RoleThis is an exciting opportunity to work with a global leader in the...
-
Investment Associate
1 week ago
Houston, Texas, United States Corient Full timeJob OverviewWe are seeking a highly skilled Investment Associate to join our team at Corient, a leading wealth management platform in the United States. As an Investment Associate, you will play a critical role in supporting the development of investment strategies and portfolio management for our high-net-worth clients.
-
Multifamily Leasing Specialist
3 weeks ago
Houston, Texas, United States Indus Management Full timeIndus Management Group is a renowned property management company in Houston, Texas, specializing in the renovation and restoration of distressed multifamily properties. With its first acquisition in 2002, the company currently manages an impressive portfolio of 38 apartment complexes in the Houston area, catering to over 10,000 units under management.The...
-
Multifamily Portfolio Growth Specialist
1 week ago
Houston, Texas, United States InterSolutions Full timeCompany Overview: InterSolutions is a leading staffing solutions provider in the greater Houston area, specializing in multifamily property management services. We are seeking a highly skilled Sales Manager to drive business growth and expansion.Salary: $80,000 - $120,000 per year, depending on experience.Job Description: As a Sales Manager, you will be...
-
Renewable Energy Portfolio Manager
1 week ago
Houston, Texas, United States Clearway Energy, Inc. Full timeAbout UsClearway Energy, Inc. is a leading clean energy company in the US, driving the transition to a world powered by clean energy. Our diverse portfolio of 11.4 GW of gross generating capacity includes wind, solar, and energy storage assets, providing reliable electricity to power over 2 million homes.
-
Senior Portfolio Coordinator
1 week ago
Houston, Texas, United States Frost (CullenFrost Bankers) Full timeFrost Cullen/Frost Bankers offers an exciting opportunity as a Senior Portfolio Coordinator to work with our team of experienced professionals. As a key member of our organization, you will be responsible for administering a portfolio of trust accounts and investment agencies, ensuring that each account operates effectively.In this role, you will have the...
-
Property Management Specialist
1 week ago
Houston, Texas, United States Community Management LLC Full timeJob SummaryWe are seeking a highly motivated Property Management Specialist to join our team at Community Management LLC. This role offers an excellent opportunity for someone with a great personality and basic computer skills to grow professionally in a class A property setting near Vintage Park.About the RoleThe Property Management Specialist will be...
-
Executive Trust Portfolio Manager
1 week ago
Houston, Texas, United States Frost (CullenFrost Bankers) Full timeAbout Us:Frost (Cullen/Frost Bankers) is a leading banking institution with over 150 years of experience in providing exceptional services to businesses and individuals throughout Texas. Our commitment to fostering an environment that reflects our values has earned us a reputation for excellence.Salary Information:The estimated annual salary for this role is...
-
HVAC Specialist
1 week ago
Houston, Texas, United States Nandail Property Management Full timeJob OverviewNandail Property Management is seeking a skilled HVAC specialist to join our team.
-
Regional Manager
4 weeks ago
Houston, Texas, United States AHP Management Corp. Full timeRegional Manager Job DescriptionAt AHP Management Corp., we are seeking a skilled Regional Manager to lead our property management teams in achieving exceptional financial performance goals and maintaining the physical condition and marketability of our properties.Key Responsibilities:Develop and lead strong property management teams to accomplish short and...
-
Financial Data Analyst
1 week ago
Houston, Texas, United States Augustine Talent Group Full timeAugustine Talent Group is a premier investment management firm seeking an exceptional Financial Data Analyst to join our team. This role offers a unique opportunity to work with a talented group of professionals who are dedicated to delivering exceptional results.The successful candidate will have a solid understanding of financial markets and economics,...
-
Real Estate Portfolio Strategist
1 week ago
Houston, Texas, United States Adara Communities Full timeAdara Communities, a family-owned and fully integrated real estate firm, is seeking an experienced Asset Manager to support its Asset Management Department and Operations. Located in north Houston, Texas, the company provides services in multifamily property management with a portfolio spanning three states and seven major metropolitan areas.The successful...
-
Houston, Texas, United States Monarch Landscape Management Full timeDynamic Landscaping Career OpportunityMonarch Landscape Management is seeking a dedicated and passionate Account Manager to join our team in Houston, TX.We are looking for an individual with a strong passion for horticulture, exceptional customer service skills, and excellent organizational abilities.The primary focus of this role is on maximizing client...