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.
VP of Investment Management – Pillar III
As VP of Investment Management in Pillar III, you will support the Capital Formation Team and serve as a leader within the Investment Management department. You will articulate sophisticated thematic investment strategies to Partners and Team members, serve as a subject matter expert internally and externally, and create investment-focused materials to contribute to the Firm's overall success.
Key Responsibilities:
- Explain sophisticated investment strategies across asset classes with mastery in both written and verbal formats
- Perform as a subject matter expert while communicating internally to our Team and externally to investors
- Create investment-focused collateral to help our Capital Formation Team win
- Lead and educate Investment Management Team members
Success as a VP of Investment Management in Pillar III will be measured by your:
- Strong ability to communicate complex investment concepts effectively
- Ability to quickly learn the CAZ investment process and philosophy
- Deliver high quality work, on time, with exacting attention to detail
- Proficiency to lead within and across Teams to bring success to all members of the Firm
Requirements:
- Bachelor's degree in Finance, Economics, or a related field. CAIA, CFA or MBA is preferred
- 6+ years of investment industry experience is preferred
- Ability to work efficiently in a fast-paced environment under strict deadlines
- Strong Leadership and project management skills
- Demonstrates an entrepreneurial mindset and capacity to think outside the box
- Expertise in alternative investments, including private equity, private credit, venture capital, and hedge funds
- Outstanding verbal presentation skills and can represent the Firm professionally
- Exceptional organizational and written communication skills with a keen attention to detail
- Deep understanding of core financial concepts, including accounting and valuation
- Experience with DealCloud, Bloomberg, and Caissa software is strongly preferred
- Highly Proficient in Microsoft Excel is a plus
- Strong understanding of macro- and micro-economic trends and can quickly learn and apply quantitative modeling techniques
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
