Senior Vice President, Portfolio Manager & Senior Research Analyst na Westwood Holdings Group, Inc.

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 Vice President, Portfolio Manager & Senior Research Analyst is part of the US Value's Investment Team and is responsible for managing client portfolios, conducting securities research and participating in research groups. This role will participate in client and prospect meetings and calls and mentor and coach less experienced employees.

A DAY IN THE LIFE 

• Independently conducts equity research analysis by analyzing and forecasting financial statements, conducting industry and competitive analysis, and other methods of due diligence, including but not limited to: investor relations and interviews with management. Provide Buy and Hold recommendations.
• Manages investment portfolios to maximize investment returns commensurate with acceptable level of risk. Implement portfolio policies and programs approved by management and the investment committee. Ensures team is aware of and acts within the established policies and guidelines.
• Meets with major clients and prospects for portfolio reviews and new business opportunities. Act as a resource for clients, compliance, risk, and client facing personnel by answering questions and providing insight on portfolios.
• Advises junior staff on challenging issues and suggests process improvement to increase profitability of group and performance of portfolios.

WHAT YOU'LL NEED

Minimum Education Required

• Bachelor’s degree in finance, accounting, economics or related field. 

Licenses/Certifications Required

• CFA preferred

Minimum Specific Experience Required

• 15 years of equity research with at least 5 years of portfolio management
• 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

• 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.

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 travel approximately 10% of the time. Most travel is outside of the local area and may be outside of normal work hours.