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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 US Value Intern will develop their investment management knowledge and gain experience in a fast-paced, hands-on corporate environment that offers you a chance to learn and develop key investment skills while contributing to a positive company culture. The US Value team is looking for candidates that have excellent problem-solving capabilities, a high degree of attention to detail, and strong organizational skills. The US Value Intern must be able to manage and prioritize multiple tasks in a time-sensitive environment, be able to take initiative, and be comfortable taking on responsibility. Tasks will include research/analysis of investments and other ad-hoc projects.

A DAY IN THE LIFE

  • Work with the senior members of the team to research companies across various industries.
  • Collaborate with portfolio managers to construct and implement investment solutions.
  • Analyze market data and identify patterns, trends and opportunities.
  • Develop and implement process improvements.

WHAT YOU'LL NEED

Minimum Education Required

  • Currently pursuing a 4-year degree in Finance, Economics, Business Analytics, or related field.
  • Enrolled as either a Sophomore, Junior or Senior with a GPA of 3.0 or higher

Minimum Specific Experience Required

  • 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

  • Excellent analytical, problem-solving and computer competencies, with an emphasis on quantitative analysis
  • Advanced Microsoft Office Excel and Power Point skills to support data analysis
  • Acute attention to detail and proofing
  • Demonstrated initiative, a broad perspective, creativity, and good quantitative intuition
  • Sound verbal and written communication skills
  • Proven ability to manage multiple tasks and projects
  • Strong organizational and time management skills
  • Knowledge of securities markets, products, behavior

JOB SPECIFICATIONS

Physical Demands

The physical demands required to perform the essential duties successfully are consistent with a professional office environment.

Travel

This position does not require travel.

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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