Vice President, Portfolio Management & Operations

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.

Vice President, Portfolio Management & Operations

As Vice President, Portfolio Management & Operations, you will support portfolio risk management and investment tax oversight efforts across the Firm’s investment platform. This role is responsible for identifying, monitoring, and mitigating investment, structural and tax-related risks. You will collaborate across Teams to inform leadership, supporting sound portfolio construction and long-term investment outcomes that contribute to the Firm’s overall success.

Key Responsibilities:

• Support portfolio-level risk management across the Firm’s investment platform, including monitoring concentration, liquidity, leverage and downside risk exposures.
• Identify, evaluate, and manage investment-related tax considerations, including structuring implications, ongoing tax exposures and coordination with internal and external tax advisors.
• Assist the Portfolio Management Team in monitoring and tracking existing investments and portfolios, including gathering and analyzing data on existing investments.

Success as a Vice President, Portfolio Management & Operations will be measured by your:

• Effectiveness in identifying, assessing, and mitigating portfolio-level, structural and investment-related risks.
• Ability to evaluate and manage investment-related tax considerations and clearly communicate implications to senior leadership and the Investment Committee.
• Ability to deliver quality work, on time, with strong attention to detail.
• Proficiency to work within and across Teams to bring success to all members of the Firm.
• Ability to demonstrate and communicate an understanding of the financial markets and economics.

Requirements:

• Bachelor’s degree in Finance, Economics, or a related field. CAIA, CFA or MBA is preferred.
• 6+ years of investment industry experience is preferred.
• Ability to work in a fast-paced environment under strict deadlines.
• Strong leadership and project management skills.
• Demonstrates an entrepreneurial mindset and capacity to think outside the box.
• Expertise in alternative investments, including private equity, private credit, venture capital, and hedge funds.
• Experience evaluating tax implications of investment structures, including partnerships, blockers, SPVs, and offshore vehicles, is preferred.
• Exceptional organizational and written communication skills with exacting attention to detail.
• Strong research experience and financial knowledge, with an understanding of accounting and financial valuation.
• Experience in DealCloud and/or Caissa is a strong plus, as well as other data analytics software platforms.
• Strong proficiency with Microsoft Office, and specifically Microsoft Excel.
• A solid understanding of underlying macro- and micro-economic forces and trends.
• Ability to quickly learn and utilize quantitative modeling techniques.
• Strong communication skills.
• Selfless team player with a strong work ethic.

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.