Houston-Based VP, Portfolio Risk & Operations

InforCapital; Houston (TX); On-site; USD 180,000 - 320,000; Full time

Job summary

CAZ Investments, a Houston-based firm, seeks a Vice President to lead portfolio management and operations for its investment platform. The role involves overseeing risk, tax considerations, and coordinating with internal teams to support sound portfolio construction and outcomes.

Based in Houston, TX, this senior position collaborates with leadership to inform strategy and risk governance across the firm’s investment activities.

Qualifications

• Experience in portfolio risk management.
• Ability to analyze investment-related tax considerations and structuring implications.
• Strong cross-functional collaboration with internal teams.

Responsibilities

• Support portfolio-level risk management across the Firm's investment platform, including monitoring concentration, liquidity, leverage, and downside risk exposures.
• Identify, evaluate, and manage investment-related tax considerations, including structuring implications and ongoing tax exposures.
• Coordinate with internal teams on tax and risk matters to inform leadership and governance.

Job description

CAZ Investments, a Houston-based firm, seeks a Vice President to lead portfolio management and operations for its investment platform. The role involves overseeing risk, tax considerations, and coordinating with internal teams to support sound portfolio construction and outcomes.

Based in Houston, TX, this senior position collaborates with leadership to inform strategy and risk governance across the firm’s investment activities.