Investor Relations Associate, Investor Relations

CAZ Investments is looking for a Senior Associate in Investor Relations to join their team in Houston, TX. This role is all about building strong relationships with investors and ensuring they receive top-notch service. You’ll work closely with various teams to onboard new investors and manage ongoing relationships. If you have a background in financial services and a passion for helping others succeed, this could be a great fit for you.

What You’ll Do

• Create raving fans of our existing investors through excellent service.
• Work closely with teams to ensure smooth onboarding for new investors.
• Manage investor relationship activities within the firm’s CRM.
• Prepare expense reports and provide administrative support for Managing Directors.
• Coordinate Managing Director calendars, including scheduling and confirming meetings.
• Prepare meeting materials and handle follow-up tasks post-meeting.

What You Need

• Experience in Financial Services, Investments, or Family Offices is preferred.
• Series 65 license is a plus, but not required.
• Ability to work in a fast-paced environment under strict deadlines.
• Exceptional organizational and written communication skills with attention to detail.
• Proficient in Microsoft Office Suite, especially Outlook.
• Outgoing personality with confidence in interacting with people.
• Team player with a strong work ethic.
• Basic competencies in CRM software; Salesforce experience is a plus.

What You’ll Love

• Competitive base salary with bonus opportunities based on performance.
• Participation in a matching 401k plan.
• Generous PTO plan to ensure work-life balance.
• Comprehensive benefits portfolio including medical, dental, and vision insurance.

About the Firm

• Founded in 2001 with backing from respected Texas families.
• Focus on providing exclusive access to unique investment opportunities.
• Invest personal capital alongside investors, with over $600 million committed.
• Access to investment opportunities typically unavailable to smaller investors.
• Compensation structure aligns interests with investors, focusing on their success.