What are the responsibilities and job description for the Intern position at Westwood Holdings Group, Inc.?
Job Details
Description
WHO WE ARE
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-founded 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 westwoodgroup.com. Based in Dallas, Westwood also maintains offices in Chicago and Houston.
About The Role
The intern will work with finance, sales, and technology teams to analyze structured and unstructured data using AI enabled tools, statistical modeling, and automation techniques. Projects may include building dashboards, enhancing data pipelines, identifying patterns in sales data, and exploring AI use cases to improve decision making and operational efficiency. The role emphasizes translating data insights into clear, business relevant findings for senior stakeholders. Interns will gain experience with modern analytics platforms, primarily Co-Pilot and Power BI, and responsible AI practices. This position is designed to provide accelerated learning, mentorship, and practical exposure within a professional investment management setting.
A DAY IN THE LIFE
Minimum Education Required:
This physical demands required to perform the essential duties successfully are consistent with a professional office environment.
TRAVEL
This position does not require travel.
Description
WHO WE ARE
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-founded 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 westwoodgroup.com. Based in Dallas, Westwood also maintains offices in Chicago and Houston.
About The Role
The intern will work with finance, sales, and technology teams to analyze structured and unstructured data using AI enabled tools, statistical modeling, and automation techniques. Projects may include building dashboards, enhancing data pipelines, identifying patterns in sales data, and exploring AI use cases to improve decision making and operational efficiency. The role emphasizes translating data insights into clear, business relevant findings for senior stakeholders. Interns will gain experience with modern analytics platforms, primarily Co-Pilot and Power BI, and responsible AI practices. This position is designed to provide accelerated learning, mentorship, and practical exposure within a professional investment management setting.
A DAY IN THE LIFE
- Take online course work utilizing LinkedIn Learning
- Review Sales Data to familiarize yourself with the data
- Analyze sales data and identify patterns, trends and opportunities
- Develop reports with Power BI that can be used by senior stakeholders
Minimum Education Required:
- Currently pursuing a 4-year degree in Finance, Economics, Business Analytics, or related field.
- Enrolled as either a Sophomore, Junior or Senior with a GPA of 3.0 or higher
- 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.
- Excellent analytical, problem-solving and computer competencies, with an emphasis on quantitative analysis
- Advanced Microsoft Office Excel and Power Point skills to support data analysis
- Acute attention to detail and proofing
- Demonstrated initiative, a broad perspective, creativity, and good quantitative intuition
- Sound verbal and written communication skills
- Proven ability to manage multiple tasks and projects
- Strong organizational and time management skills
- Knowledge of securities markets, products, and behavior
This physical demands required to perform the essential duties successfully are consistent with a professional office environment.
TRAVEL
This position does not require travel.