WHO WE AREFounded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, the Westwood Funds® family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. Westwood trades on the New York Stock Exchange under the symbol "WHG." Based in Dallas, Westwood also maintains offices in Chicago and Houston.
ABOUT THE ROLEThe primary role of this position is to assist the Risk & Performance Analytics Oversight and portfolio management teams with analysis, model validation, and communication of risk exposures and performance drivers. This includes report creation and the translation of novel complex methodologies into transparent concepts for consumption both internally and externally. The team works closely with the methodologies used in the measurement, modelling and aggregation of risk for both internal and external (e.g. regulatory and client) purposes. This position requires knowledge and understanding of the different investment strategies used across the firm, and an understanding of current and past market conditions and events.
A DAY IN THE LIFE Risk Reporting & Portfolio Monitoring: Create and analyze comprehensive risk reports using specialized software on daily, weekly, monthly, and quarterly schedules, with additional reports as market conditions require. Conduct quarterly meetings with portfolio management teams and perform daily oversight / analysis of performance and risk metrics for assigned investment strategies.
Market Analysis & Internal Communications: Track current market trends and work with team members to conduct risk analysis that breaks down investment exposures and potential risks. Prepare monthly performance summaries for internal distribution on assigned investment strategies.
Portfolio Analytics & Reporting: Generate and review detailed portfolio statistics for all assigned investment strategies on a monthly or quarterly basis. Help interpret complex statistical reports and translate technical information into understandable insights for colleagues across the organization.
Research Analyst Performance Analysis and Reporting: Maintain and improve our research analyst monitoring system and related processes, while providing detailed analysis of individual analyst and strategy performance.
Risk Metrics: Calculate, track, and communicate key risk measurements (including Risk Factor Exposures, Tracking Error, regulatory guidelines, Value at Risk, and Client Risk) to internal teams. Prepare monthly Value Growth Scoring for mutual funds.
Additional Responsibilities: Other duties as assigned to support the team and organization.
WHAT YOU'LL NEED Minimum Education Required
- Bachelor's Degree in Accounting, Finance, Applied Math, Statistics or Economics
Licenses/Certifications Required
- Willing to pursue certification(s) of CFA and/or FRM
Minimum Specific Experience Required
- 5+ years of experience working in a related function (preferred); 2+ years of experience working in a related investment management (preferred)
- Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States.
WHO YOU ARE- Exceptional time management abilities with strong analytical and problem solving skills
- Must be a team player with the ability to develop strong working relationships and partnerships across different departments and with customers
- A strong business sense - person needs the ability to create product strategy from understanding market problems and opportunities
- A strong customer orientation with a "how can I help" approach
- Strong project management skills
- Strong verbal and written communication skills
- Strong mathematical and statistical skills
- Investment knowledge
- Proficient in Excel. FactSet and/or Bloomberg experience preferred
WHAT YOU'LL GETCompetitive 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 DEMANDSThis position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
TRAVELThis position requires travel less than 5% of the time. Most travel would be outside the local area and may be outside of normal work 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.
