Senior Associate, Investor Relations — Client‑Focused CRM

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

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.