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’ 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 $650mm 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.
Marketing Associate
This is an entry-level associate role designed to support virtually all areas of the Marketing Department, beginning with a variety of foundational tasks to free up the Marketing Team's bandwidth and mitigate key personnel risk. This role will require a candidate who is hungry and adaptable, able to learn quickly and identify ways to add value proactively.
Key Responsibilities:
- Assist the Director of Marketing and Marketing Team in a variety of responsibilities across Marketing collateral, video content and event programming, social media, and event coordination.
- Identify areas of improvement for existing Marketing processes and organize their implementation.
- Assist in the management of CAZ's outward-facing platforms, including the CAZ Website, Investor Portal, Social Platforms, and more.
- Assist the Marketing Team in completing requests for new materials, updated collateral, and branded swag/merch from the expanding CAZ Team.
Success as an Associate in the Marketing Department will be measured by your:
- Ability to deliver quality work on time, with excellent attention to detail.
- Aptitude for organizing and growing the CAZ Investments brand across our various internal and external facing platforms.
- Focus on finding ways to help our Team succeed and proactively identify opportunities to improve existing processes.
- Capacity to work within and across Teams to bring success to all members of the firm.
Requirements:
- Bachelor's degree with 2 years of relevant experience preferred (experience in similar Finance roles preferred)
- Basic experience in brand management and design skills
- Familiarity with Adobe Creative Suite (Illustrator, InDesign preferred)
- Proficiency in MS Office, including PowerPoint, Excel, and Word
- Experience with email marketing systems (Marketing Cloud preferred) and website management software (WordPress preferred)
- Google Analytics certification is a plus
- Strong communication, critical thinking, and problem-solving skills
- Self-motivated, adaptable, and able to work efficiently under strict deadlines in a fast-paced environment
- Exceptional organizational and written communication skills, with keen attention to detail
- Outgoing personality with the confidence to interact effectively with groups.
- Team-oriented with a strong work ethic.
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
