Executive Assistant to Investment Executives

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. Robbins’ 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 Investors. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Investors 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 Investors 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 Investors 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 Investment Executives

This position will support the Investment Management Executive Leadership Team in enabling them to achieve maximum success for the firm.

Key Responsibilities:

• Optimize the executives’ time by managing complex calendars, prioritizing meetings, resolving conflicts, and coordinating across multiple time zones
• Manage communication flow and priorities by reviewing inboxes and Asana, flagging near-term priorities, and ensuring timely follow-up on critical items
• Coordinate meetings and schedules with internal and external stakeholders, including preparing agendas, materials, and tracking action items
• Plan and coordinate travel arrangements, including domestic and international flights, hotel accommodations, transportation, and detailed itineraries
• Prepare materials for meetings including agendas, briefing documents, presentations, and follow-up notes
• Screen communications and handle correspondence while maintaining the highest level of confidentiality and professionalism
• Anticipate needs proactively by identifying priorities, resolving conflicts, and improving workflows and efficiency
• Manage administrative tasks such as completing expense reports, managing receipts, and handling other necessary documentation

Success as an Executive Assistant will be measured by your:

• Efficiently optimize the Partner’s time through effective calendar management
• Accuracy and efficiency in coordinating complex travel, meetings, and administrative responsibilities
• Consistent follow-through on priorities and ability to close loops on tasks and deliverables
• Demonstrated discretion and professionalism in handling confidential information and communications
• Meticulous attention to detail in organizing meetings and promptly managing action items

Requirements:

• 5 years of administrative support experience, including 2–3 years supporting senior executives or C-suite leaders
• Expert proficiency in Microsoft Outlook (calendar, email, contacts, task management) and the broader MS Office Suite (Word, Excel, PowerPoint)
• Experience with Asana, or similar tools, and travel/expense platforms such as Concur or Navan
• Strong organizational and multitasking ability in a fast-paced environment
• Possess a proactive mindset with the ability to anticipate executive needs, act independently, and solve problems creatively
• 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 to the job

Compensation and Benefits:

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