Executive Assistant Job at CAZ Investments in Houston

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.

We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbin's latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.

We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Partners. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Partners to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Partners they could never access on their own. Third, and what we believe is the most unique feature of our firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Partners do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.

Executive Assistant to the Managing Director (“MD”)

This position will be responsible for all aspects of supporting the Managing Director of Capital Formation, enabling him to bring maximum success to the firm

Responsibilities:

• Optimize the Managing Director's time by working closely with the Capital Formation and Investor Relations Team, managing his calendar, and prioritizing key outcomes based on urgency and importance
• Administer project management tools like Asana and Salesforce to support team efficiency and collaboration
• Coordinate meetings and schedules with internal and external parties, including setting up meetings (in-person or virtual), facilitating invites, providing necessary materials in advance, and handling follow-up actions
• Plan and coordinate travel arrangements for the Managing Director, including airfare, hotels, transportation, meals, and related meetings
• Manage administrative tasks such as completing expense reports, managing receipts, and handling other necessary filings

Success as an Executive Assistant will be measured by your:

• Ability to efficiently optimize the Managing Director's time through effective calendar and schedule management
• Ability to coordinate complex travel and accurately handle administrative tasks such as timely expense reports
• Proficiency with project management tools such as Asana and Salesforce to enhance team efficiency
• Meticulous attention to detail in organizing meetings and promptly managing action items

Requirements:

• At least 5 years serving as an Administrative Assistant, Personal Assistant, or similar role
• Experience with Asana, Smartsheet, Salesforce, or other project management software is strongly preferred
• Exceptional organizational and written communication skills and exacting attention to detail
• Constant focus on planning ahead and for the “what if” factor
• Team player with a strong work ethic
• Ability to work in a fast-paced environment under strict deadlines, and to learn quickly/ adapt on the job
• Strong technology skills with proficiency in Microsoft Office, particularly Outlook, as well as Word and Excel

Compensation Structure:

• Base salary will be commensurate with experience
• Bonus opportunity will be tied to effectiveness measured by a periodic goal-setting process, with the amount of opportunity depending on value added to the firm and firm profitability
• Participation in our matching 401k plan
• We offer a generous PTO plan, along with excellent benefits portfolio