Hiring: Analyst, Investment Diligence Company: CAZ Investments Location: Houston, TX Job Posted Time: 2026-09-10 11:40:45 Target Skills & Keywords : CFA, Microsoft Excel, Microsoft Office, Portfolio Management About the job Experience: •2-3 years of investment industry experience is preferred •3 years of investment industry experience is preferred Required Skills: •Evaluate new investment opportunities and support the monitoring of existing investments, primarily across the full range of private markets •Collaborate on initial due diligence and prepare Investment Memos to be presented to the Investment Committee •Assist the Portfolio Management Team in monitoring and tracking existing investments and portfolios, including gathering and analyzing data on existing investments •High-quality investment diligence and analysis, culminating in the creation of Investment Committee memos •Demonstrated capacity 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 •Demonstrated capacity to demonstrate and communicate an understanding of the financial markets and economics •Selfless team player with a strong work ethic Qualifications: •Bachelor’s degree in finance, economics, or a related field. Progress toward the CAIA, CFA or MBA is preferred •Demonstrated capacity to work in a fast-paced environment under strict deadlines •Exceptional organizational and written communication skills with exacting attention to detail •Research experience and financial knowledge, with understanding of accounting and financial valuation •Strong proficiency with Microsoft Office, and specifically Microsoft Excel •A solid understanding of underlying macro- and micro-economic forces and trends •Demonstrated capacity to quickly learn and utilize quantitative modeling techniques Compensation: •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!