Intern, Managed Investment Solutions

Westwood Holdings Group Careers•Oak Brook, IL

About The Position

Westwood Holdings Group has an exciting opportunity for a college student looking to 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 MIS Team (Managed Investment Solutions) is looking for candidates that have excellent problem-solving capabilities, a high degree of attention to detail, and strong organizational skills. The MIS 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. The intern will learn from the full lifecycle of asset management, from research/analysis to sales strategy to implementation of portfolios on a custom technology platform.

Requirements

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
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.
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
Experience with Python, SQL and VBA

Responsibilities

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
Utilize statistical techniques and modelling tools to analyze market data and identify patterns, trends and opportunities
Conduct quantitative research to evaluate the performance and effectiveness of investment strategies
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.
Perform back-testing, regression analysis, and scenario analysis of investment strategies to assess their historical risk and return characteristics and potential future outcomes
Provide analytical support for client consulting projects
Provide support to maintain and service relationships with prospects, clients and consultants
Develop and implement process improvements