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 Systems Analyst
A Business Systems Analyst at CAZ is the connective layer between business, data, and technology. This individual will own translating workflows into scalable systems, ensuring what is built is both correct and adopted. This role sits at the center of the Digital Transformation team, driving process design, enabling execution, and ultimately accelerating decision-making and operational efficiency across the firm.
Key Responsibilities:
- Gathers, clarifies, and translates business needs into structured, actionable requirements with clear success criteria
- Maps current workflows and designs scalable, standardized processes that eliminate inefficiencies and support firmwide consistency
- Converts business requirements into technical specifications, defining system logic, data flows, and integrations for the development teams
- Partners with developers to refine scope, prioritize work, and ensure alignment throughout the build and delivery process
- Leads validation and user acceptance testing to ensure solutions are accurate, complete, and aligned with business intent before deployment
- Drives user adoption by developing documentation, training, and feedback loops to ensure new systems are effectively integrated into daily workflows
- Identifies opportunities to enhance systems, processes, and reporting, enabling better decision-making and ongoing operational efficiency
Success as a Business Systems Analyst will be measured by your:
- Delivery of accurately scoped, on-time system and process implementations that meet defined success criteria
- Stakeholder adoption and effective integration of new systems and workflows into daily firm operations
- Quality and completeness of business requirements, technical specifications, and documentation across all projects
Requirements:
- Bachelor’s degree in business, Information Systems, Engineering, Operations, or a related field; experience in financial services or other data-intensive environments preferred
- MBA or graduate degree in a technical, business, or data-related discipline is a plus
- 4–7 years of experience in business analysis, systems implementation, or process engineering roles, preferably supporting CRM, data, or workflow platforms
- Strong ability to bridge business operations and technology, with hands-on experience supporting platforms such as CRM, data, or workflow systems
- Proven experience designing, standardizing, and improving end-to-end business processes to drive efficiency and scalability
- Demonstrated capability in working with data, reporting, or analytics tools to translate business needs into actionable insights and dashboards
- Effective communicator with the ability to align cross-functional teams, influence decisions, and drive adoption of new systems and processes
- Hands-on experience with systems such as Salesforce, DealCloud, or similar CRM/workflow platforms
Competencies:
- Ownership: demonstrates a high level of personal responsibility, proactively driving work from concept through execution without needing oversight
- Structured Problem Solving: Approaches ambiguity with logic and discipline, breaking complex problems into clear, actionable components
- Communication: communicates complex ideas in a simple, direct manner tailored to both technical and non-technical audiences
- Stakeholder Alignment: builds trust across teams and drives consensus, ensuring business, data, and technology stakeholders remain aligned
- Execution Mindset: operates with urgency and precision, consistently following through on commitments and delivering high-quality outcomes
- Cross Functional Awareness: Strong understanding of how different business functions interact and influence system design
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
