Westwood Holdings Group
Associate, Marketing Services
Westwood Holdings Group, Westwood, Massachusetts, us, 02090
Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, and are made available through separate accounts, the Westwood Funds family of mutual funds and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Chicago, Houston and San Francisco.
Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.ABOUT THE ROLEResponsible for support of Westwood’s client and prospective client marketing services. This includes timely completion of client and prospective client materials and ongoing content management initiatives. Supports the efforts of our distribution teams with special projects as needed.A DAY IN THE LIFEClient and Prospective Client MaterialsPrepare and update monthly and quarterly standard and custom materials for Westwood’s Distribution teamWork with internal business partners to resolve production issuesManage internal and external approvals for marketing materialsMaintain approved materials in Seismic presentation management systemMaintain quarterly materials archiveContent ManagementLeverage proposal management system to organize and coordinate updates for strategy and firm contentMaintain library of approved RFP attachmentsRFPs and DDQsComplete monthly and quarterly DDQs and RFPsDatabase SupportAssist with data and narrative updates for consultant databasesPerform quarterly audits of select consultant databasesGeneral Team SupportSpecial projects as needed for the marketing services teamWHAT YOU'LL NEEDBachelor’s degree in Business, Finance, Economics, or related field0-3 years of experienceWHO YOU AREKnowledge of fundamental investment principles, concepts, and terminologyStrong analytical, organizational and time management skills; Excellent at prioritizing, using time effectively and meeting deadlines.Able to adapt to changes in the work environment and flexible with competing demands.Able to work collaboratively in a team environment.Able to work in a very fast paced environment with substantial/demanding workload.Proficiency with Microsoft Office (PowerPoint, Excel, Word, Publisher) required.Ability to handle sensitive information with absolute confidentiality and professionalism.WHAT YOU'LL GETCompetitive Salary, benefits and 401K company match that vests immediately upon participation.Parental leave & PTO policy.Collaborative, dynamic work environment within a fast-paced, mission-driven company.PHYSICAL DEMANDSThis physical demands required to perform the essential duties successfully are consistent with a professional office environment.TRAVELThis position does not generally require travel outside of the local business area. Most travel is within the local area and may be outside of normal work hours.This job description may be subject to change at any time.WHAT TO EXPECT NEXTWe look forward to receiving your application. A member of our Human Capital team will review your application and qualifications. If interested, you will be contacted for an interview.Westwood is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.ABOUT THE ROLEResponsible for support of Westwood’s client and prospective client marketing services. This includes timely completion of client and prospective client materials and ongoing content management initiatives. Supports the efforts of our distribution teams with special projects as needed.A DAY IN THE LIFEClient and Prospective Client MaterialsPrepare and update monthly and quarterly standard and custom materials for Westwood’s Distribution teamWork with internal business partners to resolve production issuesManage internal and external approvals for marketing materialsMaintain approved materials in Seismic presentation management systemMaintain quarterly materials archiveContent ManagementLeverage proposal management system to organize and coordinate updates for strategy and firm contentMaintain library of approved RFP attachmentsRFPs and DDQsComplete monthly and quarterly DDQs and RFPsDatabase SupportAssist with data and narrative updates for consultant databasesPerform quarterly audits of select consultant databasesGeneral Team SupportSpecial projects as needed for the marketing services teamWHAT YOU'LL NEEDBachelor’s degree in Business, Finance, Economics, or related field0-3 years of experienceWHO YOU AREKnowledge of fundamental investment principles, concepts, and terminologyStrong analytical, organizational and time management skills; Excellent at prioritizing, using time effectively and meeting deadlines.Able to adapt to changes in the work environment and flexible with competing demands.Able to work collaboratively in a team environment.Able to work in a very fast paced environment with substantial/demanding workload.Proficiency with Microsoft Office (PowerPoint, Excel, Word, Publisher) required.Ability to handle sensitive information with absolute confidentiality and professionalism.WHAT YOU'LL GETCompetitive Salary, benefits and 401K company match that vests immediately upon participation.Parental leave & PTO policy.Collaborative, dynamic work environment within a fast-paced, mission-driven company.PHYSICAL DEMANDSThis physical demands required to perform the essential duties successfully are consistent with a professional office environment.TRAVELThis position does not generally require travel outside of the local business area. Most travel is within the local area and may be outside of normal work hours.This job description may be subject to change at any time.WHAT TO EXPECT NEXTWe look forward to receiving your application. A member of our Human Capital team will review your application and qualifications. If interested, you will be contacted for an interview.Westwood is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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