Job Description

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 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.

Vice President – Aide to the Chairman

This is a position for a highly capable, disciplined, and discreet individual who will serve as the principal Aide to the Chairman of the Firm. The ideal candidate will be a consummate professional—accustomed to serving at the highest levels of leadership support roles within the military, political, or diplomatic arenas—and deeply committed to service in pursuit of the Team’s success. In return, this role offers the opportunity to work directly alongside the Chairman’s leadership of a premier investment firm and to serve as a trusted operator in the execution of the Firm’s strategic agenda.

The Vice President – Aide to the Chairman, in coordination with the Chairman’s Executive Assistant, will be responsible for preparing, briefing, and equipping the Chairman for every meeting, trip, and internal or external engagement. This individual will travel and serve daily alongside the Chairman, ensuring that every aspect of his professional responsibilities is flawlessly executed. In addition, this individual will help galvanize support across the organization to advance the Chairman’s priorities and drive progress on key initiatives. This role is designed to be a long-term position of trust for someone with the maturity, discretion, and stamina to support a transformational leader for the next decade plus.

Key Responsibilities:

• Anticipate and prepare for every professional requirement of the Chairman, including briefings for meetings, investor interactions, and speaking engagements.
• Galvanize, support, and partner closely with the Chairman’s Team to organize every aspect of the Chairman’s responsibilities, including:
• Investment management
• Media and speaking engagements
• Capital formation
• Investor relations
• Management of the organization
• Accompany the Chairman on most business trips and participate in most meetings, including driving the Chairman to local meetings and business functions and traveling with the Chairman both domestically and internationally
• Take ownership of critical firmwide initiatives sponsored by the Chairman as assigned, coordinating across Teams to ensure successful execution and timely delivery.

Success as Vice President – Aide to the Chairman will be measured by your:

• Ability to effectively maximize the Chairman’s efficiency and preparedness
• Proficiency to effectively collaborate with the Chairman’s Office and members of the Management Team
• Capability to facilitate successful execution of the Chairman’s initiatives

Requirements:

• A minimum of 5-10 years of experience in a high-trust, high-stakes operational support role (e.g., military officer, General’s aide, political chief of staff, diplomatic attaché, senior operations officer, etc.)
• Ability to work in a fast-paced environment under strict deadlines
• Demonstrated ability to communicate clearly and articulately, with the professionalism and discretion required to represent the Chairman when delegating to others within the organization, as needed.
• Exceptional organizational and written communication skills with exacting attention to detail
• Unwavering discretion and ability to handle confidential information with the utmost professionalism
• Proficient in Microsoft Office Suite, particularly Outlook
• Team player with a strong work ethic
• Capability to drive the Chairman to local meetings/business functions
• Capacity to travel both domestically and internationally, ranging from a few days a month to a full week, in some cases

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

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