Portfolio Operations Associate - 401k & Generous PTO

CAZ Investments; Houston (TX); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

401k matching

Generous PTO

Comprehensive benefits

Job summary

CAZ Investments in Houston seeks an Associate in Portfolio Management & Operations to onboard and monitor investment opportunities, collaborating with due diligence and portfolio teams to document, track, and manage new vehicles.

You will ensure data quality across systems, support monitoring of investments, and provide transparent updates to help the team make informed decisions. A bachelor’s degree and 3–5 years in investment ops are expected; Excel and CRM tools proficiency is required.

Qualifications

• Bachelor's degree required (Accounting/Finance/Economics or related).
• 3–5 years investment industry experience preferred with emphasis on operations.
• Audit experience with Big Four accounting firm or financial services sector required.
• Proficiency with Excel and Microsoft Office; experience with DealCloud and Caissa is a plus.
• Knowledge of various tax structures is a plus.
• Ability to learn quantitative modeling and work under tight deadlines.

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 and tracking investments and portfolios.
• Maintain high quality data across the Firm's investment systems.
• Provide updates and transparency across investments and portfolios to enable informed decision-making.

Skills

Attention to detail

Written communication

Organizational skills

Team collaboration

CRM hygiene

Education

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

Tools

Excel

Microsoft Office

DealCloud

Caissa

Job description

CAZ Investments in Houston seeks an Associate in Portfolio Management & Operations to onboard and monitor investment opportunities, collaborating with due diligence and portfolio teams to document, track, and manage new vehicles.

You will ensure data quality across systems, support monitoring of investments, and provide transparent updates to help the team make informed decisions. A bachelor’s degree and 3–5 years in investment ops are expected; Excel and CRM tools proficiency is required.