Senior Associate, Investor Relations
Listed on 2026-01-02
-
Finance & Banking
Financial Analyst -
Business
Financial Analyst
Senior Associate, Investor Relations (Alternative Investments)
Job Category
:
Westwood
Requisition Number
: SENIO
001260
- Posted :
December 19, 2025 - Full-Time
- Hybrid
Houston
10000 Memorial Drive
Suite 650
Houston, TX 77024, USA
Westwood Holdings Group, Inc. (NYSE: WHG) is a boutique asset management firm that offers a diverse array of actively‑managed and outcome‑oriented investment strategies, along with white‑glove trust and wealth services, to institutional, intermediary and private wealth clients. For over 40 years, Westwood’s client‑first approach has fostered strong, long‑term client relationships due to our unwavering commitment to delivering bespoke investment strategies with a vehicle‑optimized approach, exceptional counsel and unparalleled client service.
Our flexible and agile approach to investing allows us to adapt to constantly changing markets, while continually seeking innovative strategies that meet our investors’ short and long‑term needs.
Our team at Westwood comes from varied backgrounds and life experiences, which reflects our origins as a woman‑established firm. We are committed to incorporating diverse insights and knowledge into all aspects of our services and solutions. Our culture and approach to our business reflect our core values—integrity, reliability, responsiveness, adaptability, flexibility and collaboration—and underpin our constant pursuit of excellence. For more information on Westwood, please visit Based in Dallas, Westwood also maintains offices in Chicago and Houston.
ABOUTTHE ROLE
The Senior Associate, Investor Relations (Alternative Investments) is a member of the Westwood Alternatives Operations team focused on supporting the Westwood Alternatives Investment Platform and delivering best‑in‑class service to our key internal and external stakeholders. The ideal candidate will help build and continually improve our institutional investor relations program, provide best‑in‑class client service to prospective and existing investors, and will be a key member of a team in its early stages of institutionalization.
ADAY IN THE LIFE Investor Communications
- Serve as a liaison for investors, ensuring timely, exceptionally accurate, and transparent communication
- Draft communications to stakeholders regarding critical processes, including individual investor calls, quarterly update meetings/calls, and annual meetings
- Draft key deliverables, including investor letters, fund commentaries, and ad hoc reports, in collaboration with the Investment team and other members of the Operations team
- Assist with fund launch logistics from an investor relations perspective, including drafting initial marketing collateral
- Complete initial drafts of prospective and existing investor DDQs, RFPs, etc.
- Ensure investor relations data in internal systems (e.g., IRM, CRM) and other files is up‑to‑date and exceptionally accurate
- Maintain investment vehicle information on key third‑party databases (e.g., Preqin, Pitch Book)
- Aid the Director, Investor Relations, in planning and executing investor events, conferences, and networking engagements (e.g., annual investor meetings, Advisory Board meetings)
- Represent the firm at industry events and maintain a strong presence in the alternative investment industry
- Collaborate with the Westwood Alternatives Operations team to incorporate best‑in‑class processes and innovative technology across the team
- Develop strong relationships with key service providers, including fund administrators and system vendors
- Ensure key documents, materials, and events are managed in compliance with regulatory requirements and Westwood Legal & Compliance guidelines
- Draft and maintain procedure documentation for critical activities and controls
- Assist with requests from key internal stakeholders, including the Investment team, Distribution team, and Legal & Compliance team
- Undertake special projects, as requested
- Bachelor’s degree in accounting, finance, economics or related field with a strong record of academic success.
- CFA, MBA, and/or CAIA preferred (or…
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