Westwood

Compensation

Full Description

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 Director, Investor Relations (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 manage the buildout and strategically focus on the continual improvement of our institutional investor relations program, provide best-in-class client service to prospective and existing investors, and will be a key member of the team in its early stages of institutionalization. A DAY IN THE LIFE Investor Communications • Serve as a primary liaison for investors, ensuring timely, exceptionally accurate, and transparent communication • Oversee communication to stakeholders with regards to critical processes, including individual investor calls, quarterly update meetings/calls, and annual meetings • Manage protocols related to key deliverables, including investor letters, fund commentaries, and ad hoc reports, in collaboration with the Investment team and other members of the Operations team Fund Launches & Marketing • Lead launch logistics from an investor relations perspective, including reviewing and/or drafting initial marketing collateral • Collaborate with the Distribution team to help meet the needs of prospective clients • Manage the completion of prospective and existing investor DDQs, RFPs, etc. • Partner with internal marketing team to enhance brand visibility Data Management • Oversee investor relations data in internal systems (e.g., IRM, CRM) and other files to ensure it remains up-to-date and exceptionally accurate • Develop and deliver internal reporting and metrics related to investor relations data • Manage processes surrounding the maintenance of investment vehicle information on key third party databases (e.g., Preqin, Pitchbook) • Ensure investor relations data in internal systems (e.g., IRM, CRM) and other files is up-to-date and exceptionally accurate Event & Conference Management • Plan and execute investor events, conferences, and networking engagements (e.g., annual investor meetings, Advisory Board meetings) • Represent the firm at industry events and maintain a strong presence in the alternative investment industry 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 and systems vendors • Ensure key documents, materials, and events are managed in compliance with regulatory requirements and Westwood Legal & Compliance guidelines • 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 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 • 8+ years of experience in investor relations / client service, ideally 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.