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Assistant Portfolio Manager

4 months ago

Oak Brook, United States Westwood Holdings Group Full time
WHO WE ARE

Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, and are made available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol "WHG." Based in Dallas, Westwood also maintains offices in Chicago, Houston and San Francisco.

ABOUT THE ROLE

Responsible for portfolio construction, rebalancing and investment strategy analysis. Our portfolio managers work with leading-edge portfolio risk and optimization technologies. The position requires solid verbal and written communication aptitude and the ability to work directly with clients on equity exposure and risk-modeling problems. Manage and prioritize multiple tasks in a time-sensitive environment, take initiative, and be comfortable taking on responsibility.

A DAY IN THE LIFE

Portfolio Management

  • Support daily portfolio management function of managing client assets under guidance of senior portfolio managers from trade generation to trade execution
  • Collaborate with operations and compliance to monitor portfolio cash flow, client activities, and portfolios' compliance with investment guidelines and objectives
  • Extract and interpret data from portfolio accounting system (ABOR)
  • Use quantitative risk models and optimization techniques to assist in the management of equity portfolios
  • Assist in implementing electronic security trades and liaise with brokers and custodians
Custom Solutions
  • Work with the senior members of the team to understand clients' investment objectives, risk tolerance and constraints
  • Help in the design and development of custom investment solutions tailored to meet clients' specific needs and objectives
  • Collaborate with portfolio managers to construct and implement custom investment solutions
Investment Support
  • Provide analytical support for client consulting projects
  • Develop and implement process improvements
  • Provide support to maintain and service relationships with prospects, clients and consultants
  • Work closely with various technology teams to test, build, and improve internal and external investment tools
  • Contribute to team/firm profitability by assisting in asset gathering efforts and expansion of existing client relationships.
  • Provide superior clients services to internal and external clients and partners
Quantitative Research
  • Conduct quantitative research to evaluate the performance and effectiveness of investment strategies
  • Perform back-testing, regression analysis, and scenario analysis of investment strategies to assess their historical risk and return characteristics and potential future outcomes
  • Utilize statistical techniques and modelling tools to analyze market data and identify patterns, trends and opportunities
  • Rigorously formulate and test fundamental hypotheses against empirical data.
  • Review, evaluate, and modify current academic and industry research for use in our analysis and investment models
  • Other duties as assigned
WHAT YOU'LL NEED

Minimum Education Required:
  • Bachelor's degree required
Minimum Specific Experience Required:
  • 3+ years of relevant work experience required
WHO YOU ARE
  • Excellent analytical, problem-solving and computer competencies, with an emphasis on quantitative analysis
  • Advanced Excel 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
  • Understanding of modern portfolio theory and its application
  • Ability to work effectively with portfolio operations, including custodial relationships, portfolio accounting, performance, and reconciliation
  • Familiarity with multi-factor fundamental risk models (e.g., Axioma, Barra, Northfield)
  • Prior work experience in a high-net-worth environment
  • Background in client-facing functions
  • Experience with SQL and VBA
  • Ability to work collaboratively in a team environment
WHAT YOU'LL GET
  • Competitive Salary, benefits and 401K company match that vests immediately upon participation.
  • Parental leave & PTO policy.
  • Collaborative, dynamic work environment within a fast-paced, mission-driven company.


PHYSICAL DEMANDS

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

TRAVEL

This position requires travel less than 5% of the time.

This job description may be subject to change at any time.

WHAT TO EXPECT NEXT

We look forward to receiving your application. A member of our Human Capital team will review your application and qualifications. If interested, you will be contacted for an interview.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)