Strategic Capital Formation Associate

CAZ Investments; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Matching 401k plan

Generous PTO plan

Excellent benefits portfolio

Job summary

An investment management firm in Houston seeks a Capital Formation Associate to strengthen its capital base with Registered Investment Advisors and High Net Worth individuals. The ideal candidate will manage investor relationships, demonstrate creativity in problem-solving, and have 1-2 years of relevant experience. This role also offers opportunities for growth within the firm and includes competitive compensation and benefits.

Qualifications

• 1–2 years of experience in a relationship management or business development role within a fast-paced, dynamic industry.
• Proactive and outgoing personality with the confidence to engage diverse groups.
• Exceptional attention to detail and a passion for follow-through in all tasks.

Responsibilities

• Proactively support management of ongoing relationships with investors.
• Demonstrate attention to detail ensuring tasks are completed properly.
• Utilize initiative to connect with new prospective investors.

Skills

Relationship management

Business development

Attention to detail

Creative problem-solving

Job description

An investment management firm in Houston seeks a Capital Formation Associate to strengthen its capital base with Registered Investment Advisors and High Net Worth individuals. The ideal candidate will manage investor relationships, demonstrate creativity in problem-solving, and have 1-2 years of relevant experience. This role also offers opportunities for growth within the firm and includes competitive compensation and benefits.