Senior Associate, Investor Relations (Alternative Investments)

Westwood Holdings Group Careers•Houston, TX

About The Position

The Senior Associate, Investor Relations (Alternative Investments) is a member of the Westwood Alternatives Operations team focused on supporting the Westwood Alternatives Investment Platform and delivering best-in-class service to our key internal and external stakeholders. The ideal candidate will help build and continually improve our institutional investor relations program, provide best-in-class client service to prospective and existing investors, and will be a key member of a team in its early stages of institutionalization.

Requirements

Bachelor’s degree in accounting, finance, economics or related field with a strong record of academic success.
3+ years of experience in investor relations / client service, ideally at an institutional-caliber investment management firm (e.g., private equity fund, hedge fund, E&F, family office)
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.
High level of integrity and professionalism
Strong willingness and desire to learn and grow
Knowledge of U.S. generally accepted accounting principles, particularly investment fund accounting
Superior orientation to detail and accuracy
Robust and demonstrated quantitative and critical thinking skills
Excellent organizational and multi-tasking capabilities
Resourcefulness and ability to work effectively under pressure
Demonstrated ability to be proactive and self-motivated
Strong interpersonal skills and ability to work well in a team-oriented, collaborative environment
Effective listening, verbal, and written communication skills
High degree of proficiency with the Microsoft Suite of products, particularly Excel, Word, and PowerPoint

Nice To Haves

CFA, MBA, and/or CAIA preferred (or a desire to pursue them is a plus)

Responsibilities

Serve as a liaison for investors, ensuring timely, exceptionally accurate, and transparent communication
Draft communications to stakeholders with regards to critical processes, including individual investor calls, quarterly update meetings/calls, and annual meetings
Draft key deliverables, including investor letters, fund commentaries, and ad hoc reports, in collaboration with the Investment team and other members of the Operations team
Assist with fund launch logistics from an investor relations perspective, including drafting initial marketing collateral
Complete initial drafts of prospective and existing investor DDQs, RFPs, etc.
Ensure investor relations data in internal systems (e.g., IRM, CRM) and other files is up-to-date and exceptionally accurate
Maintain investment vehicle information on key third party databases (e.g., Preqin, Pitchbook)
Aid the Director, Investor Relations, in planning and executing investor events, conferences, and networking engagements (e.g., annual investor meetings, Advisory Board meetings)
Represent the firm at industry events and maintain a strong presence in the alternative investment industry
Collaborate with the Westwood Alternatives Operations team to incorporate best-in-class processes and innovative technology across the team
Develop strong relationships with key service providers, including fund administrators and systems vendors
Ensure key documents, materials, and events are managed in compliance with regulatory requirements and Westwood Legal & Compliance guidelines
Draft and maintain procedure documentation for critical activities and controls
Assist with requests from key internal stakeholders, including the Investment team, Distribution team, and Legal & Compliance team
Undertake special projects, as requested