Associate, Portfolio Management & Operations

# Associate, Portfolio Management & Operations

CAZ Investments Associate Fund  of Funds Finance Full -time

Location

Houston, United States Date Posted May 14, 2026

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Get instant notifications when new job openings matching "Fund of Funds / Associate jobs in Houston, United States" are published.## About This RoleCAZ Investments, founded in 2001 with backing from prominent Texas families, is seeking an Associate for Portfolio Management & Operations at its Houston, TX headquarters. CAZ manages $650mm+ in personal capital alongside its global investor network, providing exclusive access to unique alternative investment opportunities.

About the FirmCAZ provides co-investment access to opportunities typically requiring $250mm-$500mm of investable assets. The firm's ownership includes Tony Robbins (WORTH 100 Most Influential in Global Finance) and Chairman/CIO Christopher Zook, co-authors of the #1 New York Times bestseller The Holy Grail of Investing. CAZ focuses on alignment of interests, with most compensation earned only when investors make money.

Role Overview The Associate, Portfolio Management & Operations is responsible for ensuring investment opportunities are successfully onboarded and monitored. This role collaborates with both the due diligence and portfolio management teams.

Key Responsibilities
- Document and process new investment opportunities
- Communicate with external managers and Investment Management Team to monitor investments qualitatively and quantitatively
- Assist the Portfolio Management Team in monitoring and tracking investments and portfolios
- Maintain high-quality data across the full range of investment systems
- Provide updates and transparency across investments and portfolios to internal stakeholders
- Support coordination of the full investment lifecycle from onboarding through ongoing monitoring

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