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 Investors. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our Investors 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 Investors 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 Investors 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.
IT Support & Innovation Associate:
The IT Support & Innovation Associate serves as the primary point of contact for technology needs across the CAZ Investments Team, with a focus on building scalable, automated support capabilities that reduce recurring issues and minimize manual intervention. This role blends strong technical fundamentals with an automation-first mindset—developing repeatable workflows, self-service resources, and proactive monitoring across the firm’s Microsoft ecosystem to improve reliability, security, and the day-to-day digital experience for every Team Member.
Key Responsibilities:
- Own and continuously improve a streamlined onboarding/offboarding and device setup experience, leveraging tools like Intune and standardized configurations to reduce manual support effort.
- Serve as the primary support lead for Microsoft 365 and Azure, including Microsoft Entra ID, Intune, and onboarding/offboarding workflows.
- Automate common support requests and recurring fixes (e.g., account access, MFA resets, standard software installs, permissions, and device compliance remediation) using scripting and workflow tools.
- Design and implement self-service options (knowledge articles, guided request forms, and standardized processes) that increase ticket efficiency and improve resolution consistency.
- Partner with internal stakeholders to understand pain points and translate them into automated, scalable solutions that improve efficiency, reliability, and user experience.
- Maintain high-quality documentation, runbooks, and process standards that enable repeatable execution and reduce reliance on ad-hoc support.
- Implement proactive monitoring, alerting, and trend analysis to address emerging technology risks and recurring support drivers before they become business-impacting issues.
- Support continuous improvement of the firm’s Microsoft ecosystem and digital workflows by identifying automation opportunities that reduce ticket volume and improve the Team’s technology experience.
Success as an IT Support & Innovation Associate will be measured by your:
- Reducing downtime and improving Team productivity through fast resolution and increased self-service and ticket efficiency.
- Proactively identifying recurring issues and eliminating them through automation, standardization, monitoring, and root-cause fixes before they impact the business.
- Continuous improvement of the firm’s technology environment by building scalable workflows, automation, and documentation that reduce repeat requests and manual support effort.
Requirements:
- Bachelor’s degree in Information Technology, Computer Science, or a related field; equivalent practical experience may substitute.
- 3–5 years of IT support, systems administration, or endpoint management experience, preferably in professional or financial services environments.
- Strong hands-on expertise with modern cloud productivity, identity, and endpoint management platforms (e.g., Microsoft 365/Entra ID/Intune/Azure), including device lifecycle management and security best practices.
- Scripting and light programming ability to build support automation (PowerShell strongly preferred; Python and/or JavaScript a plus), including comfort working with APIs/webhooks and basic data formats (JSON/CSV).
- Working knowledge of networking fundamentals, including TCP/IP, DNS, DHCP, VPN, and Wi-Fi troubleshooting.
- Proven ability to diagnose hardware, software, authentication, and connectivity issues in fast-paced environments.
- Strong documentation discipline, including process standards, troubleshooting guides, and scalable support workflows.
- Excellent communication skills with the ability to explain technical concepts clearly to non-technical stakeholders.
- Preferred: experience with automation/workflow tooling (e.g., Power Platform or similar), scripting in PowerShell/Python, basic reporting/metrics, SharePoint or comparable collaboration platforms, security best-practices exposure, financial systems support, and hybrid workforce experience.
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.
