Senior Associate, Investor Relations Job at Westwood Holdings in Houston

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. #J-18808-Ljbffr In Summary: The Senior Associate, Investor Relations (Alternative Investments) is a member of the Westwood Alternatives Operations team . 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 . Minimum Specific Experience Required 3+ years of experience in investor relations / client service, ideally at an institutional‑caliber investment management firm . En Español: Senior Associate, Investor Relations (Alternative Investments) Categoría de trabajo: Westwood Requirement Number : SENIO001260 Publicado: 19 de diciembre de 2025 Full-Time Hybrid Locations Houston 10000 Memorial Drive Suite 650 Houston, TX 77024, USA Westwood Holdings Group, Inc. (NYSE: WHG) es una firma boutique de gestión de activos que ofrece un amplio abanico de estrategias de inversión activamente gestionadas y orientadas a los resultados, junto con confianza en guantes blancos y servicios de riqueza, para clientes institucionales, intermediarios y privados. Durante más de 40 años, la experiencia del cliente primero de Westwood ha fomentado relaciones sólidas y duraderas con los clientes debido a nuestra inébrica entrega de estratégias de inversiones personalizadas con un enfoque optimizado para vehículos, búsqueda excepcional de asesoramiento e incomparables. Nuestro acercamiento ágil y agilidad nos permite buscar soluciones alternativas a largo plazo que responden constantemente a las necesidades de nuestros inversores. Con sede en Dallas, Westwood también mantiene oficinas en Chicago y Houston. ABOUT THE ROLE El Associado Senior, Investor Relations (Investments Alternatives) es un miembro del equipo de operaciones alternativas de Westwood enfocado a apoyar la Plataforma de Inversiones Alternativas Westwood y brindar el mejor servicio de su clase a nuestras principales partes interesadas internas y externas. El candidato ideal ayudará a construir y mejorar continuamente nuestro programa de relaciones con inversores institucionales, proporcionará el mejor servicios al cliente para los inversionistas potenciales y existentes, y será un miembro clave de un equipo en sus primeras etapas de institucionalización. Gestión de datos Asegurar que los datos sobre las relaciones con inversores en sistemas internos (por ejemplo, IRM, CRM) y otros archivos estén actualizados y sean excepcionalmente exactos Mantener la información del vehículo de inversión en bases de datos clave de terceros (p. ej., Preqin, PitchBook) Event & Conference Management Ayuda al Director, Investor Relations, a planificar y ejecutar eventos para inversionistas, conferencias y actividades de networking (por ej., reuniones anuales de inversores, reuniones de consejos consultivos) Representar a la firma en eventos industriales y mantener una fuerte presencia en el sector de inversiones alternativas Colaboración transversal con el equipo Westwood Alternatives Operations para incorporar los mejores procesos de clase y tecnología innovadora en todo el equipo Desarrollar fuertes relaciones con proveedores de servicios claves, incluidos proveedores y administradores de sistemas Documentaciones clave, materiales y acontecimientos relevantes, y garantizar que se cumplan con los requisitos regulatorios y los procedimientos legales de gestión de proyectos financieros relacionados con la economía y el cumplimiento del proyecto Legal Compliance y mantener un sólido registro de los documentos necesarios como parte integrante de un equipo académico o responsable de operaciones de TIEM, así como los equipos de cuentas comerciales y de negocios asociadas, incluyendo sus clientes especializados en EE.UU. Licencias/Certificaciones Requeridas CFA, MBA y/o CAIA preferido (o un deseo de seguirlos es una ventaja) Experiencia específica mínima requerida 3+ años de experiencia en relaciones con inversores / servicio al cliente, idealmente en una empresa de gestión de inversiones de calibre institucional (por ejemplo, fondo de capital privado, fondo hedge, E&F, oficina familiar) Debe tener un mínimo de 18 años de edad y poseer autorización ilimitada para trabajar en los Estados Unidos Deberá tener una autorización ilimitada para funcionar en los EE.UU. No hay patrocinio de visado disponible. Viajes Este puesto requiere Igualdad de Oportunidades del Empleador/Veteranos Protegidos/Personas con Discapacidad El empleador debe notificar a todos los solicitantes sus derechos en virtud de las leyes federales sobre empleo. Para obtener más información, consulte el aviso Know Your Rights del Departamento de Trabajo. #J-18808-Ljbffr