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 $650mm 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
Business Intelligence Analyst
A Business Intelligence Analyst translates data into clear, actionable insights by building dashboards, reports, and data models that support decision-making across the firm. They partner with business stakeholders to define key metrics, ensure data accuracy, and provide visibility into performance that drives more informed outcomes
Key Responsibilities:
- Analyze data across systems to identify trends and translate business questions into actionable insights that support decision-making
- Design, build, and maintain dashboards and reports that provide clear, real-time visibility into performance metrics
- Develop and maintain scalable data models and structures that enable accurate, consistent, and flexible analytics
- Partner with stakeholders to define KPIs, metrics, and reporting logic that align data outputs to business needs
- Monitor and improve data accuracy, consistency, and integrity across systems to ensure reliable reporting and analysis
- Collaborate with teams across the firm to deliver reporting, analysis, and data-driven recommendations
- Identify opportunities to automate reporting, enhance dashboards, and improve overall efficiency in data workflows
Success as a Business Intelligence Analyst will be measured by your:
- Accuracy, reliability, and stakeholder adoption of dashboards and reports across the firm
- Quality and consistency of data models and reporting infrastructure
- Business impact delivered through actionable insights that drive informed decision-making
Requirements:
- Bachelor’s degree in business, Data Analytics, Information Systems, or a related field, with 3–6+ years of experience in business intelligence, data analysis, or reporting roles required
- MBA, master’s degree, or certifications in data analytics, BI tools, or related disciplines preferred
- Proven ability to analyze complex datasets and develop structured, scalable data models to support reporting and analytics
- Experience building dashboards and reports (e.g., Power BI, Salesforce) that provide clear visibility into business performance metrics
- Ability to translate business needs into KPIs, metrics, and reporting logic that support decision-making
- Experience ensuring accuracy, consistency, and reliability of data across systems, including identifying and resolving data issues
- Ability to work effectively with business, operations, and technology teams to deliver actionable insights and reporting solutions
Competencies:
- Ownership: demonstrates strong personal accountability; takes initiative to drive analysis and reporting to completion with minimal oversight
- Analytical Thinking: approaches complex data challenges with structured, logical problem-solving and translates findings into clear, defensible conclusions
- Communication: communicates data and insights clearly to both technical and non-technical audiences, enabling confident decision-making at all levels
- Business Acumen: understands business priorities and connects analytical work to measurable outcomes, focusing efforts on the highest-impact opportunities
- Collaboration: builds strong cross-functional working relationships, aligning data capabilities with business needs to support effective execution
Compensation and Benefits:
- Base salary will be commensurate with experience
- Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, 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
