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Portfolio Analyst

3 months ago

Dallas, United States Westwood Holdings Group Full time
WHO WE ARE

Westwood Management Corp. is a focused investment management boutique offering high-conviction equity and outcome-oriented solutions. Our investment services can address a wide range of investment objectives and challenges for institutional investors, financial intermediaries and private clients. Westwood has two distinct investment capabilities in U.S. Value Equity and Multi-Asset. Based in Dallas, Westwood also maintains an office in Houston. We are focused on transparency, ethical conduct, giving back to the communities in which we operate and creating an environment where our employees can flourish as they serve our clients.

ABOUT THE ROLE

The Portfolio Analyst is a critical team member and facilitator in support of the Wealth Portfolio Managers. This position is responsible for preparing trading programs based on guidance from the Wealth PMs, performance reports, as well as preparing detailed investment proposals for prospective clients of Westwood Wealth Management.

A DAY IN THE LIFE

  • Prepare trade programs based on guidance from the Wealth Portfolio Managers
  • Create trade recommendations based upon request from Private Wealth Advisors
  • Communicate with the trade desk to ensure proper execution of block trades
  • Back up other Portfolio Analysts as needed
  • Create detailed investment proposals for prospective clients using Excel
  • Assists Senior Investment Experts in developing investment plans and monitoring portfolios
  • Responsible for executing investment programs designed to achieve specific client objectives
  • Ensures programs are within policy guidelines approved by management and the investment committee
  • Review accounts to make sure investments are aligned with client objectives
  • Assists senior team members in assembling and reviewing data, conducting statistical analyses, and completing studies of industry groups or individual securities
  • Prepare investment performance and investigate performance related queries as needed
  • Sit in client meetings as needed
  • Create overall asset allocation analysis for clients and prospects
  • Other projects and duties as assigned
WHAT YOU'LL NEED

Minimum Education Required:
  • Bachelor's degree required with preference toward finance, economics, accounting or related fields
Licenses/Certifications:
  • Progress towards CFA charter preferred but not required
Minimum Specific Experience Required:
  • 2 - 4+ years of investment industry experience
WHO YOU ARE
  • A successful candidate must have a working knowledge of the characteristics of equity and fixed income securities
  • High level understanding of the principles of asset allocation
  • Should be able to explain basic valuation concepts of equity securities (price multiples, DCF, etc.)
  • This position will require the candidate to be a proficient user of Microsoft Excel.
  • Must have significant experience working with Excel, including Data Analysis. Experience with Macros/Visual Basic a plus
  • Positive attitude with a demonstrated interest in private wealth management
  • Basic knowledge of the tax implications faced by private wealth investors, including capital gains and estate taxes
  • Ability to learn new concepts quickly
  • Takes initiative and acts proactively (i.e. anticipates problems and raises suggestions)
  • Highly organized individual who can juggle and prioritize a variety of tasks daily
  • Able to work collaboratively in a small team environment
  • High professional standards and good business judgment
  • Ability to maintain confidentiality
  • Excellent interpersonal skills with the ability to communicate with senior stakeholders and sophisticated clients
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

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

TRAVEL

This position does not require travel.

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.

Westwood is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic.

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)