Director of Investment Management

Director of Investment Management

CAZ Investments is a private investment firm founded in 2001, focusing on exclusive access to unique alternatives. The firm invests personal capital alongside partners, manages over $650mm of proprietary capital, and aligns compensation with client success.

• Explain sophisticated investment strategies across asset classes in written and verbal formats.
• Serve as a subject matter expert, communicating internally with the team and externally to investors.
• Create investment‑focused collateral to help the Capital Formation Team win.
• Lead and educate Investment Management Team members.
• Develop content and thought leadership aligned with the firm’s philosophy.
• Give presentations to prospective investors in small and large groups.
• Participate in industry conferences as a panelist and represent the firm professionally.
• Engage with financial media in audio, video, and written formats.

• Strong ability to communicate complex investment concepts effectively in all formats.
• Capacity to quickly learn CAZ investment process and philosophy.
• Delivery of high‑quality work on time, with exacting attention to detail.
• Proficiency in leading within and across teams to bring success to all members of the firm.
• Strong presentation skills and ability to share compelling content impactfully.

• Bachelor’s degree in Finance, Economics, or related field; CAIA, CFA, or MBA preferred.
• 10+ years of investment industry experience preferred.
• Ability to work efficiently in a fast‑paced environment under strict deadlines.
• Strong leadership and project‑management skills.
• Entrepreneurial mindset and capacity to think outside the box.
• Expertise in alternative investments, including private equity, private credit, venture capital, and hedge funds.
• Outstanding verbal presentation skills and professionalism.
• Exceptional organizational and written communication skills with keen attention to detail.
• Deep understanding of core financial concepts, including accounting and valuation.
• Experience with Deal Cloud, Bloomberg, and Caissa software strongly preferred.
• Highly proficient in Microsoft Excel.
• Strong understanding of macro‑ and micro‑economic trends and ability to apply quantitative modeling techniques.

• Base salary commensurate with experience.
• Bonus opportunities tied to effectiveness, measured by a periodic goal‑setting process and linked to value added and firm profitability.
• Participation in a matching 401(k) plan.
• Generous PTO plan and comprehensive benefits portfolio.

Director

Full‑time