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 Senior Associate, Fund Operations (Alternative Investments) is a member of the Westwood Alternatives Operations team focused on supporting the Westwood Alternatives Investment Platform and delivering best-in-class service to our key internal and external stakeholders. The ideal candidate will help build and continually improve key operational processes and procedures related to Westwood alternative investment vehicles, including portfolio investment transactional activity, treasury/banking activities, and data management, and will be a key member of a team in its early stages of institutionalization.
A DAY IN THE LIFE
Fund Operations
• Play a key role in daily, monthly, quarterly, annual, and ad hoc fund operations activities
• Oversee key treasury management activities, including tracking / reconciling bank accounts, facilitating cash transactions, and building / delivering internal reporting related to these activities
• Support credit facility operations and compliance with credit agreements
• Manage investment-, fund-, and investor-level performance calculations, analysis, and performance
• Research and resolve investment and fund operations issues in a timely and exceptionally accurate manner
Data Management
• Track and maintain investment- and fund-related documents, data, and other information in systems and internal files
Cross-Functional
• Collaborate with the Westwood Alternatives Operations team to incorporate best-in-class processes and innovative technology across the team
• Develop strong relationships with key service providers, including fund administrators, auditors, tax preparers, and systems vendors
• Draft and maintain procedure documentation for critical activities and controls
• Assist with requests from key internal stakeholders, including the Investment team, Distribution team, and Legal & Compliance team
• Undertake special projects, as requested
• Other duties as assigned
WHAT YOU'LL NEED
Minimum Education Required
- Bachelor’s degree in accounting, finance, economics or related field with a strong record of academic success.
Licenses/Certifications Required
- CFA, MBA, and/or CAIA preferred (or a desire to pursue them is a plus)
Minimum Specific Experience Required
- 3+ years of relative work experience, ideally in public accounting or at an institutional-caliber investment management firm (e.g., private equity fund, hedge fund, E&F, family office)
- 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
• High level of integrity and professionalism
• Strong willingness and desire to learn and grow
• Knowledge of U.S. generally accepted accounting principles, particularly investment fund accounting
• Superior orientation to detail and accuracy
• Robust and demonstrated quantitative and critical thinking skills
• Excellent organizational and multi-tasking capabilities
• Resourcefulness and ability to work effectively under pressure
• Demonstrated ability to be proactive and self-motivated
• Strong interpersonal skills and ability to work well in a team-oriented, collaborative environment
• Effective listening, verbal, and written communication skills
• High degree of proficiency with the Microsoft Suite of products, particularly Excel, Word, and PowerPoint
JOB SPECIFICATIONS
Physical Demands
- The physical demands required to perform the essential duties successfully are consistent with a professional office environment.
Travel
- This position requires <10% of travel during normal business hours.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This 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.
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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.
