Working at Westwood
Westwood’s unique culture is built on employee ownership which ensures that, over time, every employee becomes a stockholder. As of March 2020, employees and board members own approximately 20% 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 partnering with the team members to support and address the needs and service requirements of our clients and consultants in order to cultivate existing and prospective client relationships for Westwood’s Wealth Management offices. This position will be responsible for assisting Relationship Managers, Investments and Operations in administering client accounts. This role will have direct contact with clients, plan administrators, attorneys and CPAs.Apply
The Portfolio Analyst will be responsible for the administration of investment strategies in client accounts. The Portfolio Analyst will ensure that accounts are kept in compliance with Westwood’s asset allocation and risk guidelines and will make recommendations based on guidance from portfolio managers. The Portfolio Analyst will be expected to make discretionary trades independently.Apply
Responsible for assisting the CCO in managing the firm’s compliance programs including, drafting, implementing, monitoring and testing compliance policies and procedures; reviewing and editing communications materials; monitoring vendor due diligence; prepare internal and external compliance certifications; serve as back-up for monitoring and testing trade compliance for firm trading, as well as monitoring and enforcing Code of Ethics compliance.Apply
Responsible for the day-to-day resolution of complex problems and the execution of complex transactions and performs similar tasks for personal trust accounts, employee benefit plans, IRAs, and agency accounts under the supervision of the Head of Trust Operations. Responsibilities include processing of an assigned set of complex accounting tasks related to fee processing, client tax reporting, review and approval of work performed by other Operations Analysts in areas of cash disbursements, asset movement and control, income posting and cash and custody balancing.Apply
Responsible for the investment analysis including fundamental analysis of companies, strategic and tactical management of investments at the direction of Head of Multi-Asset. Ensures business growth through directing and managing development and delivery activities that are in accordance with Westwood’s strategy. Manages the on-going development and enhancement of service offerings with the aim to deliver services with the highest standards.Apply