Sr. Vice President, Capital Formation, Special Operations Group

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 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 Partners. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our Partners 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 Partners 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.

Senior Vice President of Capital Formation, Special Opportunities Group

Role Summary:

The Senior Vice President of Capital Formation is a member of the CAZ Special Opportunities Group, building relationships and gathering commitments to drawdown investment vehicles and co-investment opportunities from large U.S. single-family offices, ultra-high net worth families, endowments, and foundations. Reporting to the Head of the Special Opportunities Group, this senior, relationship-driven role engages CIOs and principals and is based in a major U.S. market, with frequent travel.

Key Responsibilities:

• Investor Origination: Originate, cultivate, and close commitments from large U.S. single-family offices, multi-generational family investment vehicles, university endowments, and private and community foundations
• Coverage Ownership: Lead direct outreach to CIOs, principals, investment committees, and senior investment staff, owning a large coverage list end to end
• Co-Investment Placement: Present co-investment opportunities on compressed timelines, matching each transaction to Investors with the appetite, capacity, and speed to act
• Drawdown Vehicle Capital Formation: Primarily focus on the CAZ's drawdown investment vehicles through each closing, from first meeting through subscription
• Investment Dialogue: Present fund strategies and individual transactions with fluency, covering thesis, structure, terms, fees, risks, and fit within an Investor’s portfolio
• Due Diligence Coordination: Partner with the investment Team on due diligence requests, data rooms, DDQs and investment committee follow-ups
• Market Intelligence: Bring insight back to the firm on Investor demand, pricing, competing offerings and emerging themes to inform the development of new strategies and vehicles
• Relationship Management: Build durable, multi-fund relationships, expand activity with existing Partners and convert new investors
• Firm Representation: Represent CAZ at industry conferences, family office forums and endowment and foundation gatherings, and host targeted Investor events
• Investor Experience: Coordinate with Investor Relations, Legal and Operations to deliver a seamless onboarding and reporting experience
• Pipeline Discipline: Maintain disciplined pipeline management and accurate CRM records, with regular forecasts of commitments and timing
• Team Development: Mentor junior capital formation professionals and share best practices across the Team

Qualifications & Education:

• 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: Established, direct relationships with decision-makers at large U.S. single-family offices, endowments, and foundations, with a verifiable record of sourcing and closing significant commitments
• Drawdown Vehicle Track Record: Demonstrated capital formation success with closed-end drawdown vehicles (private equity, private credit, real assets or similar) and co-investments
• Investment Acumen: Ability to analyze and articulate deal structures, return drivers, fee and carry economics, liquidity profiles, and portfolio fit
• Travel: Willingness to travel extensively across the United States
• Allocator Experience (Preferred): Prior experience allocating capital at a family office, endowment or foundation, or advising those Investors directly
• Thematic Strategy Familiarity (Preferred): Familiarity with thematic, access-driven or capacity-constrained strategies such as GP stakes, secondaries, sports and media, or specialty finance
• Executive Presence: Credibility with CIOs, principals and investment committees, engaging sophisticated allocators as a peer
• Self-Direction: High-activity work style with the discipline to manage a large coverage universe and long fundraising cycles
• Relationship Building: Builds durable, long-term relationships that deepen trust and expand commitments across multiple vehicles
• Entrepreneurial Mindset: Thrives on a growing, high-conviction platform, with a collaborative, Team-first approach
• Integrity: Unwavering integrity and a fiduciary orientation toward Investors

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