Director, Investor Relations

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 Director, Investor Relations is the central point of contact for current and prospective investors, responsible for coordinating fundraising efforts, managing investor communications, and executing fund launches and events.

A DAY IN THE LIFE

Fundraising & Capital Formation

• Coordinate all fundraising activities across private equity funds and co-investment vehicles.
• Prepare investor pitch materials, manage data rooms, and respond to due diligence requests.
• Track investor pipeline and engagement using CRM tools.

Investor Communications

• Serve as the primary liaison for LPs, ensuring timely and transparent communication.
• Organize investor calls, quarterly updates, and annual meetings.
• Draft and distribute investor letters, fund updates, and performance reports in collaboration with investment and finance teams.

Fund Launches & Marketing

• Manage fund launch logistics, including documentation, marketing collateral, and roadshow coordination.
• Ensure compliance with regulatory and marketing guidelines.
• Partner with internal marketing team to enhance brand visibility.
• Complete DDQs including liaising with various internal stakeholders
• Maintain fund information on sites such as Prequin and Pitchbook

Event & Conference Management

• Plan and execute investor events, conferences, and networking engagements.
• Represent the firm at industry events and maintain a strong presence in the energy and private equity communities.

Internal Collaboration

• Work closely with investment professionals to translate complex strategies into compelling investor narratives.
• Collaborate with finance, legal, and operations teams to ensure accurate reporting and compliance.
• Back-up for Director, Distributions Operations & Client Services.
• Other duties as assigned.

WHAT YOU'LL NEED

Minimum Education Required

• Bachelor's degree in Finance, Business Administration or other related fields.

Licenses/Certifications Required

• CAIA preferred
• CFA preferred

Minimum Specific Experience Required

• 7+ years of experience in investor relations, capital raising, or institutional sales within private equity or alternative investments 15+ years of experience in financial services with a strong background in alternatives.
• 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

• Superior interpersonal, organizational and client service skills with a proven ability to build and maintain relationships.
• Excellent communication skills and phone etiquette with a client focus.
• High attention to detail.
• 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.
• Proficiency with Microsoft Office including Word, Excel and Outlook.
• Able to work collaboratively in a small team environment.

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 up to 15% travel during working 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.