Investment Operations & Portfolio Onboarding Associate

CAZ Investments, LP; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401k matching

Generous PTO

Excellent benefits portfolio

Job summary

CAZ Investments, LP is seeking an Associate, Portfolio Management & Operations to ensure onboarding and ongoing monitoring of investment opportunities. You will collaborate with due diligence and portfolio teams to document, track, and monitor new vehicles, contributing to the Firm's overall success.

The role requires a Bachelor’s degree in finance-related fields, Big Four audit exposure, and 3–5 years in investments with emphasis on operations.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or a related discipline required.
• 3–5 years of investment industry experience preferred, with emphasis on operations-related duties.
• Demonstrated audit experience with a Big Four accounting firm or in financial services is required.
• Progress toward CAIA, CFA or MBA is a plus.

Responsibilities

• Document and process new investment opportunities.
• Communicate with external managers and Investment Management Team to monitor investments qualitatively and quantitatively.
• Assist Portfolio Management Team in monitoring investments and portfolios.
• Maintain high-quality data across all investment systems.
• Provide updates and transparency across investments and portfolios to enable informed decisions.

Skills

Investment analysis

Attention to detail

Team collaboration

Financial modeling

Education

Bachelor’s degree in Accounting/Finance/Economics

CAIA/CFA/MBA (plus)

Tools

DealCloud

Caissa

Excel

Job description

CAZ Investments, LP is seeking an Associate, Portfolio Management & Operations to ensure onboarding and ongoing monitoring of investment opportunities. You will collaborate with due diligence and portfolio teams to document, track, and monitor new vehicles, contributing to the Firm's overall success.

The role requires a Bachelor’s degree in finance-related fields, Big Four audit exposure, and 3–5 years in investments with emphasis on operations.