Strategic Capital Formation Associate

CAZ Investments; Houston (TX); Presencial; USD 60 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Matching 401k plan

Generous PTO plan

Excellent benefits portfolio

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Relationship management

Business development

Attention to detail

Creative problem-solving

Descrição da oferta de emprego

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.