Working at Westwood
Westwood’s unique culture is built on an entrepreneurial mindset which encourages employees to become stockholders. *As of March 2025, employees and board members own approximately 33% 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.
The Senior Financial Planning and Analysis will be responsible for preparing, maintaining and preparing the company’s budgets and forecasts for executive leadership, on a monthly and quarterly basis. This role will also support executive management in the analysis of corporate initiatives and capital deployment. This position reports to the Director Finance – Controller & FP&A. The position does not have any direct reports.
ApplyThe Senior Vice President, Portfolio Manager & Senior Research Analyst is part of the US Value’s Investment Team and is responsible for managing client portfolios, conducting securities research and participating in research groups. This role will participate in client and prospect meetings and calls and mentor and coach less experienced employees.
ApplyThe US Value Intern will 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 US Value team is looking for candidates that have excellent problem-solving capabilities, a high degree of attention to detail, and strong organizational skills. The US Value 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. Tasks will include research/analysis of investments and other ad-hoc projects.
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