Investor Relations

CAZ Investments; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Participation in matching 401k plan

Generous PTO plan

Excellent benefits portfolio

Job summary

CAZ Investments in Houston is seeking a Senior Associate for Investor Relations responsible for enhancing investor relationships through excellent operational and relational efforts. The role involves coordinating calendars, managing CRM-related activities, and ensuring quality interactions with investors.

The ideal candidate will have a strong attention to detail, experience in financial services, and proficiency in Microsoft Office Suite. We offer competitive compensation, bonus opportunities, and a generous benefits package.

Qualifications

• Experience in Financial Services, Investments, or Family Offices preferred.
• Proficient in Microsoft Office Suite, particularly Outlook.
• Exceptional written communication skills with attention to detail.

Responsibilities

• Create excellent relationships with investors through operational and relational excellence.
• Coordinate Managing Director calendars including scheduling meetings.
• Maintain activity related to investor relationships within the firm’s CRM.

Skills

Attention to detail

Organizational skills

Team player

Communication skills

CRM competencies

Tools

Microsoft Office Suite

Salesforce

Job description

Senior Associate, Investor Relations

This position will be responsible for driving the ongoing service efforts for our investor relationships. The individual will work very closely with all members of the Investments Strategies group.

Key Responsibilities

• Creating raving fans of our existing investors through operational and relational excellence
• Working within and across teams to deliver seamless onboarding for new investor relationships
• Maintaining and managing activity related to investor relationships within the firm’s CRM
• Preparing expense reports and other administrative support for our Managing Directors
• Coordinating Managing Director calendars including scheduling and confirming meetings, preparing meeting materials and handling post meeting follow‑up

Success as a Senior Associate, Investor Relations will be measured by your

• Ability to deliver quality work, on time, with excellent attention to detail
• Focus on finding ways to help our team succeed and provide significant value to our investors
• Capacity to work within and across teams to bring success to all members of the firm

Requirements

• Experience in Financial Services, Investments or Family Offices is preferred
• Series 65 license is a plus, but not required
• Ability to work in a fast‑paced environment under strict deadlines
• Exceptional organizational and written communication skills with exacting attention to detail
• Proficient in Microsoft Office Suite, particularly Outlook
• Outgoing personality and the ability to interact with rooms full of people with confidence
• Team player with a strong work ethic
• Basic competencies in CRM software with an ability to expand
• Proficiency in Salesforce is a plus, but not required

Compensation and Benefits

• Base salary will be commensurate with experience.
• Bonus opportunities will be tied to effectiveness, measured by a periodic goal‑setting process, with the amount of opportunity depending on value‑added to the organization and firm profitability.
• Participation in our matching 401k plan.
• We offer a generous PTO plan, along with an excellent benefits portfolio.