Vice President, Investment Management jobs in United States
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CAZ Investments · 17 hours ago

Vice President, Investment Management

positionHouston, TX
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date6+ years exp

CAZ Investments is a unique investment management firm focused on providing exclusive access to unique alternatives for investors. As the VP of Investment Management, you will lead the Capital Formation Team, articulate sophisticated investment strategies, and create investment-focused materials to contribute to the firm's success.

Financial Services
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Comp. & Benefits
Hiring Manager
Travis Rawson
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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

Qualification

Investment industry experienceAlternative investmentsLeadership skillsProject management skillsCAIACFAMBAFinancial conceptsVerbal presentation skillsOrganizational skillsWritten communication skillsDealCloudBloombergCaissa softwareMicrosoft ExcelQuantitative modeling techniquesEntrepreneurial mindsetAttention to detail

Required

Bachelor's degree in Finance, Economics, or a related field
6+ years of investment industry experience
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
Strong understanding of macro- and micro-economic trends and can quickly learn and apply quantitative modeling techniques

Preferred

CAIA, CFA or MBA
6+ years of investment industry experience
Experience with DealCloud, Bloomberg, and Caissa software
Highly Proficient in Microsoft Excel

Benefits

Participation in our matching 401k plan
Generous PTO plan
Excellent benefits portfolio

Company

CAZ Investments

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CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas.
dateFounded in 2001
location
Houston, Texas, USA
people-size51-200 employees
web-link
http://www.cazinvestments.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Sam Levens, CFA
Deputy Chief Investment Officer
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Recent News

PR Newswire
CAZ Investments Expands Market Leadership Through New Relationship with Blackstone Strategic Partners
2026-01-16
PR Newswire
CAZ Strategic Opportunities Fund surpasses $500 million, converts to simplified interval fund, secures approval on major custodial platforms
2025-12-18
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Company data provided by crunchbase