WHO WE ARE
Westwood Holdings Group, Inc. (NYSE: WHG) is a boutique asset management firm that offers a diverse array of actively managed and outcome-oriented investment strategies, along with white-glove trust and wealth services, to institutional, intermediary and private wealth clients. For over 40 years, Westwood’s client-first approach has fostered strong, long-term client relationships due to our unwavering commitment to delivering bespoke investment strategies with a vehicle-optimized approach, exceptional counsel and unparalleled client service. Our flexible and agile approach to investing allows us to adapt to constantly changing markets, while continually seeking innovative strategies that meet our investors’ short and long-term needs.
Our team at Westwood comes from varied backgrounds and life experiences, which reflects our origins as a woman-founded firm. We are committed to incorporating diverse insights and knowledge into all aspects of our services and solutions. Our culture and approach to our business reflect our core values, integrity, reliability, responsiveness, adaptability, flexibility and collaboration—and underpin our constant pursuit of excellence. For more information on Westwood, please visit westwoodgroup.com. Based in Dallas, Westwood also maintains offices in Chicago and Houston.
ABOUT THE ROLE
The intern will work with finance, sales, investment and technology teams to analyze structured and unstructured data using AI enabled tools, statistical modeling, and automation techniques. Projects may include building dashboards, enhancing data pipelines, identifying patterns in sales data, and exploring AI use cases to improve decision making and operational efficiency. The role emphasizes translating data insights into clear, business relevant findings for senior stakeholders. Interns will gain experience with modern analytics platforms, primarily Co-Pilot and Power BI, and responsible AI practices. This position is designed to provide accelerated learning, mentorship, and practical exposure within a professional investment management setting.
A DAY IN THE LIFE
- Take online course work utilizing LinkedIn Learning
- Review Sales Data to familiarize yourself with the data
- Analyze sales data and identify patterns, trends and opportunities
- Develop reports with Power BI that can be used by senior stakeholders
WHAT YOU’LL NEED
Minimum Education Required:
- Currently pursuing a 4-year degree in Finance, Economics, Business Analytics, or related field.
- Enrolled as either a Sophomore, Junior or Senior with a GPA of 3.0 or higher
Minimum Specific Experience Required:
- Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
- Must have unrestricted authorization to work in the USA. No visa sponsorship is available.
WHO YOU ARE
- Excellent analytical, problem-solving and computer competencies, with an emphasis on quantitative analysis
- Advanced Microsoft Office Excel and Power Point skills to support data analysis
- Acute attention to detail and proofing
- Demonstrated initiative, a broad perspective, creativity, and good quantitative intuition
- Sound verbal and written communication skills
- Proven ability to manage multiple tasks and projects
- Strong organizational and time management skills
- Knowledge of securities markets, products, and behavior
WHAT YOU'LL GET
Competitive Salary
Collaborative, dynamic work environment within a fast-paced, mission-driven company.
PHYSICAL DEMANDS
The physical demands required to perform the essential duties successfully are consistent with a professional office environment.
TRAVEL
This position does not require travel.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Currently pursuing a 4-year degree in Finance, Economics, Business Analytics, or related field
- Enrolled as a Sophomore, Junior, or Senior with a GPA of 3.0 or higher
- Minimum 18 years of age and unrestricted authorization to work in the United States (no visa sponsorship available)
- Advanced Microsoft Excel skills
- Advanced Microsoft PowerPoint skills
- Experience or familiarity with Power BI
- Familiarity with Co-Pilot or AI-enabled tools
- Excellent analytical, problem-solving, and quantitative skills
- Strong verbal and written communication skills
- Ability to manage multiple tasks, strong organizational and time management skills
- Knowledge of securities markets, products, and behavior
What We Do
Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Westwood offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in two distinct investment capabilities: U.S. Value Equity and Multi-Asset, available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains an office in Houston.
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