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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
Custom Solutions
Investment Support
Quantitative Research
WHAT YOU'LL NEED
Minimum Education Required:
Minimum Specific Experience Required:
WHO YOU ARE
WHAT YOU'LL GET
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.
Full Time
$76k-107k (estimate)
06/06/2024
08/05/2024
westwoodgroup.com
Dallas, TX
500 - 1,000
The job skills required for Assistant Portfolio Manager include Portfolio Management, Initiative, Accounting, Written Communication, Problem Solving, Investment Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Assistant Portfolio Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Assistant Portfolio Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Assistant Portfolio Manager positions, which can be used as a reference in future career path planning. As an Assistant Portfolio Manager, it can be promoted into senior positions as a Fixed Income Analyst, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Assistant Portfolio Manager. You can explore the career advancement for an Assistant Portfolio Manager below and select your interested title to get hiring information.