Working at Westwood
Westwood’s unique culture is built on an entrepreneurial mindset which encourages employees to become stockholders. *As of March 1, 2023, employees and board members own approximately 28% of our firm. 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, Microsoft Teams, and new collaboration rooms, such as the Idea Lab, are examples of how we foster teamwork at Westwood.
Employee engagement is vital to our success. In order to give employees a platform to voice feedback, we solicit input from every employee in our company on the top goals for our firm, which is then solidified by senior executives and our board of directors. An internal scorecard is used to track progress against our goals, providing greater transparency and accountability in our goal setting.
Community involvement, a cornerstone of our culture, drives engagement and makes employees proud to work at Westwood.
Responsible for developing tactical and strategic HR support for leaders and employees by taking an active role in understanding the business and employee issues. Partners with management and employees to facilitate and implement policies and practices in support of the company’s business plans.
ApplyResponsible 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.
ApplyResponsible for a variety of operational tasks, such as reconciliations, client reporting, and the operational maintenance of accounts. Strong analytical and problem-solving skills, resourcefulness, and independence are key. Will partner with internal and external clients and service providers to ensure accuracy and quality of data that is produced at all levels.
ApplyIn this position you will play a critical role in the timely and accurate preparation of accounting records, in accordance with Generally Accepted Accounting Principles (GAAP). Responsible for completing routine and established accounting business processes including posting and preparing journal entries to the general ledger, and preparation of reconciliations. Assisting senior staff in analysis and interpretation of financial data, records, and reports.
ApplyResponsible for ensuring accounts are properly administered and act as a primary resource for other members of the team. This position plays a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships, and representing Westwood Wealth Management in the community through memberships in professional associations and maintaining and strengthening the relationships with high net worth clients to obtain key referral sources.
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