Vice President, Portfolio Management & Operations

Role Overview

CAZ Investments, a Houston-based alternative investment firm founded in 2001 that co-invests its own capital (over $650mm committed) alongside its global network of investors, is hiring a Vice President, Portfolio Management & Operations.

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 and ongoing tax exposures

- Coordinate with internal teams on tax and risk matters

- Collaborate across teams to inform leadership and support sound portfolio construction and long-term investment outcomes

About the Firm

CAZ provides investors access to alternative investment opportunities typically reserved for institutions with $250mm-$500mm+ in investable assets, always co-investing its own capital alongside its investors.

Location: Houston, TX

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