Director, GP Strategies

Westwood Holdings Group, Inc.•Piney Point Village, TX

11d

About The Position

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 efforts for new transactions in upstream, midstream, oilfield service, power and other traditional energy sectors). The position will contribute to portfolio management and strategic decision-making and will be involved in all investment activities including investment memos, quarterly newsletters, investor communications and other investor reports.

Requirements

Bachelor’s degree in finance, economics, petroleum engineering or other related fields.
Series 7 and CFA preferred
12+ years of experience in energy, asset management, investment banking and private equity
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.
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 ability to 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.

Responsibilities

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, fund and direct investment due diligence on all underlying and new portfolio companies.
Prepare investment committee materials and quarterly investment reports with clear, data-driven recommendations.
Support origination efforts by evaluating multiple opportunities and cultivating relationships with industry contacts with travel to industry conferences, AGMs, and investor meetings.
Conduct market research and competitive analysis to identify attractive investment themes and targets.
Oversee deal structuring, negotiations, and documentation in collaboration with legal and advisory teams.
Ensure timely execution and alignment with strategic objectives.
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
Focus on fund raising, meeting with investors and prospective investors, and expanding industry contacts
Attend AGM meeting for existing and new energy private equity relationships to grow our relationships
Source new investment opportunities at AGMs, investor meetings, client entertainment, etc.
Other duties as assigned