VP, Investment Diligence — Private Markets Leader (PTO+401k)

CAZ Investments, LP; Houston (TX); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

401(k) match

Generous PTO

Excellent benefits

Performance-based bonus

Job summary

CAZ Investments, LP in Houston seeks a Vice President, Investment Diligence to lead the Investment Management Team in evaluating and monitoring opportunities across private markets. You will collaborate with cross-functional teams to inform leadership decisions and help source compelling investments.

The role requires 6+ years of experience in investment management, a finance or economics degree, and strong leadership, analytical, and communication skills.

Qualifications

• Bachelor's degree in Finance, Economics, or related field required.
• CAIA, CFA or MBA preferred.
• 6+ years in investment industry preferred.

Responsibilities

• Evaluate new investment opportunities across private markets.
• Prepare Investment Memos for the Investment Committee.
• Assist Portfolio Management with monitoring and data analysis.
• Collaborate across teams to inform leadership decisions.

Skills

Investment diligence

Leadership

Project management

Financial modeling

Macro & micro economics

Entrepreneurial mindset

Communication

Deal analysis

Education

Bachelor's degree in Finance or Economics

CAIA CFA or MBA preferred

Tools

DealCloud

Caissa

Excel

Job description

CAZ Investments, LP in Houston seeks a Vice President, Investment Diligence to lead the Investment Management Team in evaluating and monitoring opportunities across private markets. You will collaborate with cross-functional teams to inform leadership decisions and help source compelling investments.

The role requires 6+ years of experience in investment management, a finance or economics degree, and strong leadership, analytical, and communication skills.