Senior VP, Capital Formation & Investor Partnerships

CAZ Investments, LP; Houston (TX); Hybrid; USD 250,000 - 400,000; Full time

Benefits offered by this job

Bonus opportunities

401k match

Generous PTO

Job summary

CAZ Investments, LP, a Texas-based investment firm, seeks a Senior Vice President of Capital Formation for its Special Opportunities Group. This role builds relationships with major U.S. single-family offices, endowments, and foundations, drawing down capital and co-investment opportunities from large investors.

Frequent travel is required, reporting to the Head of the Special Opportunities Group. The role emphasizes origination, coverage, and structuring of investments, with compensation linked

Qualifications

• 15+ years of experience in capital formation, institutional business development, or Investor coverage at an alternative asset manager, placement agent, OCIO, or family office platform.
• Investor network with direct relationships to decision-makers at large U.S. single-family offices, endowments, and foundations.
• Demonstrated capital formation success with closed-end drawdown vehicles and co-investments.
• Ability to analyze deal structures, return drivers, fees, carry economics, liquidity, and portfolio fit.
• Willingness to travel extensively across the United States.
• Experience allocating capital at a family office, endowment, or foundation (preferred).
• Familiarity with thematic or capacity-driven strategies such as GP stakes, secondaries, sports/media, or specialty finance (preferred).
• Executive credibility with CIOs and investment committees; high-activity, self-directed work style.
• Strong relationship-building to expand commitments across multiple vehicles.
• Entrepreneurial mindset with team-first collaboration and high integrity.

Responsibilities

• Originate, cultivate, and close commitments from large U.S. single-family offices, endowments, and foundations.
• Lead outreach to CIOs, principals, and investment committees across a large coverage list.
• Present co-investment opportunities with clear thesis, structure, fees, and risks.
• Drive drawdown capital formation from first meeting to subscription across multiple vehicles.
• Convey fund strategies and transactions with fluency to sophisticated allocators.
• Coordinate due diligence requests, data rooms, and investment committee follow-ups.
• Provide market intelligence to inform new strategies and vehicles.
• Maintain durable relationships and expand activity with existing Partners.
• Represent CAZ at industry conferences and investor events; manage onboarding and reporting.

Skills

Investor relations

Capital formation

Fundraising

Relationship building

Executive presence

Self-direction

Strategic thinking

Networking

Team leadership

Portfolio alignment

Tools

CRM systems

Due diligence coordination

Job description

CAZ Investments, LP, a Texas-based investment firm, seeks a Senior Vice President of Capital Formation for its Special Opportunities Group. This role builds relationships with major U.S. single-family offices, endowments, and foundations, drawing down capital and co-investment opportunities from large investors.

Frequent travel is required, reporting to the Head of the Special Opportunities Group. The role emphasizes origination, coverage, and structuring of investments, with compensation linked