Westwood Holdings
Senior Associate, Investor Relations (Alternative Investments)
Job Category : Westwood
Requisition Number : SENIO001260
Posted : December 19, 2025
Full-Time
Hybrid
Locations Houston 10000 Memorial Drive Suite 650 Houston, TX 77024, USA
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‑established 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, 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 help build and continually improve our institutional investor relations program, provide best‑in‑class client service to prospective and existing investors, and will be a key member of a team in its early stages of institutionalization.
A DAY IN THE LIFE Investor Communications
Serve as a liaison for investors, ensuring timely, exceptionally accurate, and transparent communication
Draft communications to stakeholders regarding critical processes, including individual investor calls, quarterly update meetings/calls, and annual meetings
Draft 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
Assist with fund launch logistics from an investor relations perspective, including drafting initial marketing collateral
Complete initial drafts of prospective and existing investor DDQs, RFPs, etc.
Data Management
Ensure investor relations data in internal systems (e.g., IRM, CRM) and other files is up‑to‑date and exceptionally accurate
Maintain investment vehicle information on key third‑party databases (e.g., Preqin, PitchBook)
Event & Conference Management
Aid the Director, Investor Relations, in planning and executing 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 system 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
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 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 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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Requisition Number : SENIO001260
Posted : December 19, 2025
Full-Time
Hybrid
Locations Houston 10000 Memorial Drive Suite 650 Houston, TX 77024, USA
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‑established 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, 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 help build and continually improve our institutional investor relations program, provide best‑in‑class client service to prospective and existing investors, and will be a key member of a team in its early stages of institutionalization.
A DAY IN THE LIFE Investor Communications
Serve as a liaison for investors, ensuring timely, exceptionally accurate, and transparent communication
Draft communications to stakeholders regarding critical processes, including individual investor calls, quarterly update meetings/calls, and annual meetings
Draft 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
Assist with fund launch logistics from an investor relations perspective, including drafting initial marketing collateral
Complete initial drafts of prospective and existing investor DDQs, RFPs, etc.
Data Management
Ensure investor relations data in internal systems (e.g., IRM, CRM) and other files is up‑to‑date and exceptionally accurate
Maintain investment vehicle information on key third‑party databases (e.g., Preqin, PitchBook)
Event & Conference Management
Aid the Director, Investor Relations, in planning and executing 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 system 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
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 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 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.
#J-18808-Ljbffr