Overview
Investor Experience Coordinator Jobs in Houston, USA at CAZ Investments
Investor Experience Coordinator
The Investor Experience Coordinator is an associate-level role within Capital Formation, responsible for supporting the execution and enhancement of CAZ’s Investor experience across events, communications, meetings, and other high-value touchpoints. While this position reports into Capital Formation, the Coordinator works closely with the firm‑wide Events Team to ensure CAZ delivers seamless, elevated experiences for Investors—from major flagship events to exclusive dinners, offsites, and curated engagements.
Ideal candidates are hungry to learn, adaptable in fast‑paced environments, and motivated by creating polished, thoughtful, relationship‑driven experiences.
Key Responsibilities Events
- Contribute to the planning and execution of Investor‑facing events across a range of sizes and formats, ensuring each experience reflects CAZ’s high standards and represents the brand well.
- Support event communications and guest engagement to create a seamless experience from invitation through follow‑up.
- Collaborate with vendors, venues, and internal teams to ensure all event elements come together smoothly.
- Assist in creating and refining event materials and touchpoints that enhance the overall Investor experience.
- Maintain accurate event‑related information within internal systems and support efforts to track results, return on investment, and event feedback.
- Participate in strengthening processes, tools, and playbooks that improve efficiency, consistency, and quality across all CAZ events.
Capital Formation Investor Experience Support
- Assist in coordinating thoughtful follow‑up moments such as thank‑you notes, post‑meeting materials, and curated touches that enhance Investor relationships.
- Help prepare Investor‑facing materials such as printed presentations, agendas, leave‑behinds, and meeting packets in collaboration with Marketing.
- Coordinate delivery of high‑touch Investor experience elements, including welcome gifts, curated merchandise tied to specific events, and meaningful follow‑up materials.
- Help collect and consolidate Investor feedback through surveys and post‑event follow‑up, summarizing insights to support leadership decision‑making.
- Work with the Capital Formation Team to identify new ways to elevate how Investors engage with CAZ across meetings, events, and ongoing touchpoints.
Success will be measured by your
- Ability to produce accurate, polished work with strong attention to detail.
- Excellence in project management and the ability to manage multiple deadlines in a fast‑paced environment.
- Professionalism and poise when interacting with Investors, vendors, and senior stakeholders.
- Proactive problem‑solving and the ability to stay calm and solutions‑oriented in live event environments.
- Strong teamwork and willingness to support cross‑functional needs as the firm expands.
- Demonstrated growth, initiative, and a continuous improvement mindset.
- Resourcefulness and the ability to “find a way” — taking ownership, anticipating needs, and navigating obstacles with confidence and creativity.
Requirements
- Bachelor’s degree; 1–3 years of experience in events, hospitality, marketing, or a related field preferred.
- Experience coordinating logistics, vendors, or client events (finance or professional services experience a plus).
- Highly organized, extreme attention to detail, adaptable, and able to perform under tight deadlines.
- Strong written and verbal communication skills with a polished, professional presence.
- Proficiency in MS Office (Excel, PowerPoint, Word) with the ability to learn new systems quickly.
- Team‑oriented, self‑motivated, and comfortable interacting with executives and high‑net‑worth individuals.
- Familiarity with platforms such as Asana, , Cvent or other event management tools, Smartsheet, and Salesforce experience preferred.
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 401(k) plan.
- We offer a generous PTO plan, along with an excellent benefits portfolio.
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Title: Investor Experience Coordinator
Company: CAZ Investments
Location: Houston, USA
Category: