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Westwood Holdings Group, Inc. · 3 weeks ago

Director, Investor Relations (Alternative Investments)

Houston, TX

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Westwood Holdings Group, Inc. is a boutique asset management firm specializing in diverse investment strategies and exceptional client service. The Director of Investor Relations will manage the institutional investor relations program and ensure best-in-class service to both prospective and existing investors while collaborating with various internal teams.

Asset ManagementFinancial ServicesWealth Management

No H1B

Responsibilities

Serve as a primary liaison for investors, ensuring timely, exceptionally accurate, and transparent communication

Oversee communication to stakeholders with regards to critical processes, including individual investor calls, quarterly update meetings/calls, and annual meetings

Manage protocols related to key deliverables, including investor letters, fund commentaries, and ad hoc reports, in collaboration with the Investment team and other members of the Operations team

Lead launch logistics from an investor relations perspective, including reviewing and/or drafting initial marketing collateral

Collaborate with the Distribution team to help meet the needs of prospective clients

Manage the completion of prospective and existing investor DDQs, RFPs, etc

Partner with internal marketing team to enhance brand visibility

Oversee investor relations data in internal systems (e.g., IRM, CRM) and other files to ensure it remains up-to-date and exceptionally accurate

Develop and deliver internal reporting and metrics related to investor relations data

Manage processes surrounding the maintenance of investment vehicle information on key third party databases (e.g., Preqin, Pitchbook)

Ensure investor relations data in internal systems (e.g., IRM, CRM) and other files is up-to-date and exceptionally accurate

Plan and execute 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 systems 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

Qualification

Investor relations experienceCFACAIA certificationInvestment fund accountingData managementEvent managementProactive attitudeMicrosoft Suite proficiencyInterpersonal skillsCommunication skillsOrganizational skillsDetail-oriented

Required

Bachelor's degree in accounting, finance, economics or related field with a strong record of academic success

8+ years of experience in investor relations / client service, ideally at an institutional-caliber investment management firm (e.g., private equity fund, hedge fund, E&F, family office)

Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States

Must have unrestricted authorization to work in the USA. No visa sponsorship is available

High level of integrity and professionalism

Strong willingness and desire to learn and grow

Knowledge of U.S. generally accepted accounting principles, particularly investment fund accounting

Superior orientation to detail and accuracy

Robust and demonstrated quantitative and critical thinking skills

Excellent organizational and multi-tasking capabilities

Resourcefulness and ability to work effectively under pressure

Demonstrated ability to be proactive and self-motivated

Strong interpersonal skills and ability to work well in a team-oriented, collaborative environment

Effective listening, verbal, and written communication skills