Investment Management Analyst: Shape Investor Strategy

CAZ Investments; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Bonus opportunities tied to performance

Participation in a matching 401k plan

Generous PTO plan

Job summary

A prominent investment firm in Houston is seeking an Analyst in Investment Management to support the Capital Formation Team. The successful candidate will manage investor due diligence requests, develop scalable systems for investment analysis, and monitor macroeconomic trends. A Bachelor's degree in Finance or Economics is required, along with 2-4 years of industry experience. This role offers competitive compensation and opportunities for professional growth.

Qualifications

• 2-4 years of investment industry experience preferred.
• Ability to work in a fast-paced environment under strict deadlines.
• Strong organizational and written communication skills required.

Responsibilities

• Manage investor due diligence requests and processes.
• Develop and implement systems for investment analysis.
• Monitor macroeconomic trends to inform investment positioning.

Skills

Investment analysis

Communication skills

Organizational skills

Attention to detail

Understanding of financial concepts

Education

Bachelor's degree in Finance, Economics, or related field

Progress towards CAIA, CFA or MBA

Tools

DealCloud

Bloomberg

MSCI Caissa

Microsoft Excel

Microsoft PowerPoint

Job description

A prominent investment firm in Houston is seeking an Analyst in Investment Management to support the Capital Formation Team. The successful candidate will manage investor due diligence requests, develop scalable systems for investment analysis, and monitor macroeconomic trends. A Bachelor's degree in Finance or Economics is required, along with 2-4 years of industry experience. This role offers competitive compensation and opportunities for professional growth.