Investor Relations Associate

CAZ Investments; Houston (TX); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Participation in matching 401k plan

Generous PTO plan

Excellent benefits portfolio

Job summary

An investment management firm in Houston is seeking an Investor Relations Associate to support business development and marketing efforts. The role involves assisting in management of marketing plans, attending events, and ensuring brand consistency in project deliverables. Candidates should possess a bachelor's degree in finance or economics, have strong communication and organizational skills, and thrive in fast-paced environments. This position offers opportunities for professional growth within the firm.

Qualifications

• 2-3 years prior experience in a related field is preferred.
• Proficiency in Salesforce is a plus.
• Experience with Social Media marketing is a plus.
• Exceptional organizational and written communication skills.
• Ability to work in a fast-paced environment under strict deadlines.
• Excellent organizational and written communication skills with attention to detail.
• Proficiency with Excel and PowerPoint; MS Office suite.
• Outgoing personality and ability to engage with groups confidently.
• Selfless team player with a strong work ethic.

Responsibilities

• Support the business development with tools and materials.
• Assist in managing marketing plans in support of strategic business objectives.
• Participate in CAZ events and initiatives.
• Maintain brand consistency throughout marketing and project deliverables.

Skills

Communication skills

Attention to detail

Teamwork

Time management

Team player

Fast-paced work

Public interaction

Education

Bachelor’s degree in Finance, Economics, or a related field

Tools

Salesforce

Excel

Microsoft Office

PowerPoint

Job description

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.

We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.

We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our investors. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Partners they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our investors do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.

Investor Relations Associate

This position will provide you with the ability to learn every aspect of our business and the responsibilities of the business development Team members, while working to help achieve the firm’s highest priority outcomes. Additionally, this position will allow you to grow into another position within the organization, after you have demonstrated your value. The Investor Relations associates are responsible for supporting the business development and marketing teams in all capacities.

Key Responsibilities:

• Support the business development and provide them with tools and materials that will accelerate their success
• Assist in the management of marketing plans in support of strategic business objectives, working collaboratively with the business development Team, the investor service associates and the Sr. VP of Marketing
• Support, attend or participate in CAZ events and other initiatives as required
• Assist in maintaining brand consistency throughout marketing and project deliverables

Success as an Investor Relations Associate 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 clients
• Capacity to work within and across teams to bring success to all members of the firm

Requirements:

• Bachelor’s degree in Finance, Economics, or a related field
• 2-3 years prior experience in a related field is preferred
• Proficiency in Salesforce is a plus
• Experience with Social Media marketing is a plus
• Ability to work in a fast-paced environment under strict deadlines
• Exceptional organizational and written communication skills with exacting attention to detail
• Proficiency with Excel and Microsoft Office, with experience with building sophisticated Power Point presentations
• Outgoing personality and the ability to interact with rooms full of people with confidence
• Selfless team player with a strong work ethic

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