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 SVP, Senior Research Analyst will perform bottom-up fundamental equity research, with a focus on public energy companies and power infrastructure sectors. They will purpose buy and sell recommendations across a variety of market capitalization ranges. The position is responsible for participating in research groups and other team-based projects.
A DAY IN THE LIFE
- Maintain a high-level understanding of energy, power and infrastructure markets with responsibility of locating, gathering, and analyzing energy data to provide information and analysis to the business and clients.
- Independently and thoughtfully conduct equity research by analyzing and forecasting financial statements, conducting industry and competitive analysis, and other methods of due diligence.
- Apply valuation analysis to fundamental models.
- Generate, develop, and present new investment ideas as well as monitor current investments for all active US Equities strategies.
- Convey information verbally and through written notes and reports, including investment idea write ups and quarterly company updates.
- Conduct due diligence with company management and investor relations personnel.
- Other projects, duties and responsibilities as assigned.
WHAT YOU'LL NEED
Minimum Education 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.
- Minimum Education Required
- Bachelor’s degree required.
- Licenses/Certifications Required
- CFA Preferred
- Minimum Specific Experience Required
- 15+ years of equity research experience; with knowledge of energy sectors.
WHO YOU ARE
Strong fundamental analytical skills.
Exceptional detailed orientation and time management abilities, including problem solving skills.
Seasoned and proven judgment and thought process in the field of research.
Must be a team player with the ability to develop working relationships inside and outside the investment department.
Consistent and strong investment performance.
Advanced financial modeling and valuation skills.
Excellent communication skills, both written and verbal.
WHAT YOU'LL GET
- Competitive salary, benefits and 401K company match that vests immediately upon participation.
- Parental leave & PTO policy.
- Collaborative, dynamic work environment with 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 requires travel approximately 5-10% of the time for industry conferences and investor meetings.
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.
Skills Required
- At least 18 years of age
- Unrestricted authorization to work in the United States
- Bachelor's degree
- 15+ years of equity research experience with knowledge of energy sectors
- CFA certification
- Strong fundamental analytical skills
- Advanced financial modeling and valuation skills
- Excellent written and verbal communication skills
- Strong judgment, problem-solving, detail orientation, and time management skills
- Consistent and strong investment performance
- Ability to develop internal and external working relationships
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.
