Hiring: Associate, Portfolio Management & Operations Company: CAZ Investments Location: Houston, TX Job Posted Time: 2026-09-10 11:40:45 Target Skills & Keywords : Derivatives, Equities, Microsoft Excel, Microsoft Office, Portfolio Management About the job Experience: •3-5 years of investment industry experience is preferred, with a strong emphasis on operations-related duties •5 years of investment industry experience is preferred, with a strong emphasis on operations-related duties Required Skills: •Document and process new investment opportunities •Communicate with external managers and other members of the Investment Management Team to monitor investments both 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 enable the Portfolio Management Team to make effective decisions •Processing documentation on new investments with strong attention to detail and speed •Maintenance of high-quality data across all the Firm’s investments •Effective monitoring of investments and portfolio management tools across the organization Qualifications: •Bachelor's degree in Accounting, Finance, Economics, or a related discipline required. •Demonstrated audit experience with a Big Four accounting firm or in the financial services sector is required. •Exceptional organizational and written communication skills with exacting attention to detail •Strong array of financial knowledge; understanding of accounting and financial valuation is a plus •Proficiency with Excel and Microsoft Office; experience with other data analytics software platforms a plus (including DealCloud and/or Caissa) •Knowledge of various tax structures is a plus •Demonstrated capacity to quickly learn and utilize quantitative modeling techniques •Demonstrated capacity to work in a fast-paced environment under strict deadlines •Selfless Team player with a strong work ethic •Financial Instrument Knowledge: Knows the basic mechanics of common instruments, including equities, debt, fund structures, options, and derivatives, at survey level; can explain how cash flows move and where economics accrue. 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!