Associate, Portfolio Management & Operations

InforCapital, partnership; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

InforCapital, partnership in Houston is seeking an Associate for Portfolio Management & Operations. In this full-time role, you will ensure that investment opportunities are successfully onboarded and monitored, collaborating closely with due diligence and the portfolio management teams. The ideal candidate will possess strong communication skills and a background in financial operations. Competitive compensation and career growth opportunities are offered.

Qualifications

• Strong communication skills for interaction with external managers and teams.
• Ability to maintain high-quality data across investment systems.
• Experience in portfolio management or similar financial operations is preferred.

Responsibilities

• Document and process new investment opportunities.
• Communicate with external managers and Investment Management Team.
• Assist in monitoring and tracking investments and portfolios.

Job description

# Associate, Portfolio Management & OperationsCAZ InvestmentsAssociateFund of FundsFinanceFull-timeLocationHouston, United StatesDate PostedMay 14, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Fund of Funds / Associate jobs in Houston, United States" are published.## About This RoleCAZ Investments, founded in 2001 with backing from prominent Texas families, is seeking an Associate for Portfolio Management & Operations at its Houston, TX headquarters. CAZ manages $650mm+ in personal capital alongside its global investor network, providing exclusive access to unique alternative investment opportunities.About the FirmCAZ provides co-investment access to opportunities typically requiring $250mm-$500mm of investable assets. The firm's ownership includes Tony Robbins (WORTH 100 Most Influential in Global Finance) and Chairman/CIO Christopher Zook, co-authors of the #1 New York Times bestseller The Holy Grail of Investing. CAZ focuses on alignment of interests, with most compensation earned only when investors make money.Role OverviewThe Associate, Portfolio Management & Operations is responsible for ensuring investment opportunities are successfully onboarded and monitored. This role collaborates with both the due diligence and portfolio management teams.Key Responsibilities- Document and process new investment opportunities- Communicate with external managers and Investment Management Team to monitor investments qualitatively and quantitatively- Assist the Portfolio Management Team in monitoring and tracking investments and portfolios- Maintain high-quality data across the full range of investment systems- Provide updates and transparency across investments and portfolios to internal stakeholders- Support coordination of the full investment lifecycle from onboarding through ongoing monitoringApply for this Position