Portfolio Operations Associate - 401k & Generous PTO

CAZ Investments in Houston seeks an Associate in Portfolio Management & Operations to onboard and monitor investment opportunities, collaborating with due diligence and portfolio teams to document, track, and manage new vehicles. You will ensure data quality across systems, support monitoring of investments, and provide transparent updates to help the team make informed decisions. A bachelor’s degree and 3–5 years in investment ops are expected; Excel and CRM tools proficiency is required.