Working at Westwood
Westwood’s unique culture is built on an employee ownership culture that ensures that, over time, every employee becomes a stockholder. Employees and board members owned approximately 21% of our firm as of March 2019. This structure aligns the interests of our employees, clients, and stockholders and helps promote a team mindset across our firm.
We value our employees and strive to create a workplace that helps them succeed. New mobile technology, cloud computing, Skype, and new collaboration rooms such as the Idea Lab are examples of how we foster teamwork at Westwood.
Employee engagement is also vital to our success. In 2016, we solicited input from every employee in our company on the top goals for our firm, which were then solidified by senior executives and our board of directors. An internal scorecard is used to track progress against our goals, providing greater transparency in our goal setting and greater accountability.
Community involvement, a cornerstone of our culture, also drives engagement and makes employees proud to work at Westwood.
This position will perform bottom-up fundamental equity research, with a focus on industrial and/or consumer sectors, for the purpose of making buy and sell recommendations across market capitalization range. The position is responsible for participating in research groups and other team-based projects. The position resides within Westwood’s US Value Team.Apply
Responsible for supporting the investment research process and following the direction of portfolio managers and senior analysts. This includes working on specific assignments such as company due diligence and financial modeling. This position is a starting point within research, with an emphasis on basic research support.Apply
Responsible for reconciling WMC custodial accounts on a daily and/or monthly basis. Provide the Westwood Mutual Fund Cash Flows and AUM reporting on a monthly basis. Post the daily cash flows for the WMC mutual funds, several institutional accounts and the back-up for the daily posting of WT/CTF accounts. Other responsibilities include class actions, audit requests, and proxy reporting and voting for all WMC and WIA (Toronto) accounts. Also responsible for various reporting done either internally for Portfolio teams or various custodians.Apply