Director, GP Strategies
Westwood Holdings, Houston, TX, United States
About the Role
The Director, GP Strategies is responsible for helping to lead the investment team for a Houston‑based energy private equity secondaries business. Significant time and effort will be invested in both fund‑raising and investing with a focus on GP interests (i.e., sourcing, underwriting, financial modeling, evaluating, and due diligence for new transactions in upstream, midstream, oilfield service, power and other traditional energy sectors). The position contributes to portfolio management and strategic decision‑making and is involved in all investment activities, including investment memos, quarterly newsletters, investor communications and other investor reports.
A Day in the Life Investment Analysis, Modeling and Due Diligence
Build and refine underwriting models in Excel for new and existing investments in energy private equity GP interests, continuation funds, and direct investments.
Perform detailed company‑level analysis across upstream, midstream and other energy sectors, including discounted cash flow, M&A precedent transactions, well‑by‑well analyses and sensitivity analyses to oil and gas prices.
Manage and structure end‑to‑end due diligence processes across multiple GPs, funds and direct investments on all underlying and new portfolio companies.
Prepare investment committee materials and quarterly investment reports with clear, data‑driven recommendations.
Deal Sourcing & Networking
Support origination efforts by evaluating multiple opportunities and cultivating relationships with industry contacts, traveling to industry conferences, AGMs and investor meetings.
Conduct market research and competitive analysis to identify attractive investment themes and targets.
Transaction Management
Oversee deal structuring, negotiations and documentation in collaboration with legal and advisory teams.
Ensure timely execution and alignment with strategic objectives.
Portfolio Management
Monitor portfolio company performance and support value creation initiatives, including M&A, operational improvements and strategic planning.
Help to make key investment decisions and provide experience and analytical support to the investment team.
Fund Raising
Focus on fund‑raising, meeting with investors and prospective investors, and expanding industry contacts.
Attend AGMs and meetings for existing and new energy private equity relationships to grow our relationships.
Source new investment opportunities at AGMs, investor meetings, client entertainment and other events.
Perform other duties as assigned.
What You'll Need
Bachelor’s degree in finance, economics, petroleum engineering or other related fields.
Licenses/Certifications Required
Series 7 and CFA preferred.
Minimum Specific Experience Required
12+ years of experience in energy, asset management, investment banking and private equity.
Minimum 18 years of age and possess unrestricted authorization to work in the United States; no visa sponsorship is available.
Who You Are
Superior interpersonal, organizational and client service skills with a proven ability to build and maintain relationships.
Proven track record of deal execution, underwriting and investment analysis.
Advanced financial modeling and valuation skills.
Excellent communication skills and strong interpersonal skills with a client focus.
High attention to detail, organized and thorough.
Mature, polished and professional presence and disposition.
Positive attitude with a friendly and upbeat demeanor.
Highly motivated and proactive with a willingness to assist in all tasks.
Ability to maintain confidentiality and work in a high‑pressure environment and manage deadlines proactively.
Proficiency with Microsoft Office including Word, Excel and Outlook.
Able to work collaboratively in a small team environment as a team player.
Physical Demands The physical demands required to perform the essential duties successfully are consistent with a professional office environment.
Travel This position requires up to 20% domestic travel to attend AGMs, meet with investors and attend industry conferences.
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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A Day in the Life Investment Analysis, Modeling and Due Diligence
Build and refine underwriting models in Excel for new and existing investments in energy private equity GP interests, continuation funds, and direct investments.
Perform detailed company‑level analysis across upstream, midstream and other energy sectors, including discounted cash flow, M&A precedent transactions, well‑by‑well analyses and sensitivity analyses to oil and gas prices.
Manage and structure end‑to‑end due diligence processes across multiple GPs, funds and direct investments on all underlying and new portfolio companies.
Prepare investment committee materials and quarterly investment reports with clear, data‑driven recommendations.
Deal Sourcing & Networking
Support origination efforts by evaluating multiple opportunities and cultivating relationships with industry contacts, traveling to industry conferences, AGMs and investor meetings.
Conduct market research and competitive analysis to identify attractive investment themes and targets.
Transaction Management
Oversee deal structuring, negotiations and documentation in collaboration with legal and advisory teams.
Ensure timely execution and alignment with strategic objectives.
Portfolio Management
Monitor portfolio company performance and support value creation initiatives, including M&A, operational improvements and strategic planning.
Help to make key investment decisions and provide experience and analytical support to the investment team.
Fund Raising
Focus on fund‑raising, meeting with investors and prospective investors, and expanding industry contacts.
Attend AGMs and meetings for existing and new energy private equity relationships to grow our relationships.
Source new investment opportunities at AGMs, investor meetings, client entertainment and other events.
Perform other duties as assigned.
What You'll Need
Bachelor’s degree in finance, economics, petroleum engineering or other related fields.
Licenses/Certifications Required
Series 7 and CFA preferred.
Minimum Specific Experience Required
12+ years of experience in energy, asset management, investment banking and private equity.
Minimum 18 years of age and possess unrestricted authorization to work in the United States; no visa sponsorship is available.
Who You Are
Superior interpersonal, organizational and client service skills with a proven ability to build and maintain relationships.
Proven track record of deal execution, underwriting and investment analysis.
Advanced financial modeling and valuation skills.
Excellent communication skills and strong interpersonal skills with a client focus.
High attention to detail, organized and thorough.
Mature, polished and professional presence and disposition.
Positive attitude with a friendly and upbeat demeanor.
Highly motivated and proactive with a willingness to assist in all tasks.
Ability to maintain confidentiality and work in a high‑pressure environment and manage deadlines proactively.
Proficiency with Microsoft Office including Word, Excel and Outlook.
Able to work collaboratively in a small team environment as a team player.
Physical Demands The physical demands required to perform the essential duties successfully are consistent with a professional office environment.
Travel This position requires up to 20% domestic travel to attend AGMs, meet with investors and attend industry conferences.
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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