Investment Management Director

6 days ago


Houston, Texas, United States CAZ Investments Full time
Investment Management Role at CAZ Investments

CAZ Investments is a leading investment management firm that provides exclusive access to unique alternatives. We are seeking a highly skilled and experienced Investment Management professional to join our team.

The successful candidate will be responsible for sourcing and executing on great investments, monitoring and tracking existing investments and portfolios, and supporting the Business Development team in all capacities. Key responsibilities include evaluating new investment opportunities, conducting initial due diligence, and preparing Investment Memos for the Investment Committee.

The ideal candidate will have a strong understanding of the investment management industry, including alternative investments such as private equity, credit, venture capital, and hedge funds. They will also possess excellent leadership and project management skills, with the ability to work efficiently in a fast-paced environment under strict deadlines.

Requirements for the role include a Bachelor's degree in Finance, Economics, or a related field, with an MBA or progress toward CFA preferred. The candidate should have at least 5 years of experience in the investment industry or a related field, with a strong track record of success in investment management.

Compensation for the role will be commensurate with experience, with a bonus opportunity linked to effectiveness measured by a periodic goal-setting process. The firm also offers a generous PTO plan, an excellent Benefit Portfolio, and eligibility for our Matching 401k plan after 30 days of employment.



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