WHO WE ARE

Westwood Management Corp. is a focused investment management boutique offering high-conviction equity and outcome-oriented solutions. Our investment services can address a wide range of investment objectives and challenges for institutional investors, financial intermediaries and private clients. Westwood has two distinct investment capabilities in U.S. Value Equity and Multi-Asset. Based in Dallas, Westwood also maintains an office in Houston. We are focused on transparency, ethical conduct, giving back to the communities in which we operate and creating an environment where our employees can flourish as they serve our clients.

ABOUT THE ROLE

Our Dallas location is seeking a Middle Office Associate to join our Wealth team. In this position, the Associate is responsible for providing trading and service support for the Wealth Team and their clients.

A DAY IN THE LIFE

Transaction Processing

• Assist lead trader with trade execution and settlements
• Coordinate capital calls and update pricing for private equity investments
• Assist lead trader to assign and update models to accounts based on client’s investment objectives.
• Responsible for Reg 9, USER Access, and OFAC compliance reviews
• Monitor accounts to ensure asset allocation complies with client IPS and/or target allocation
• Process closing accounts, outgoing transfers, closing account documents
• Compile documentation requested during regulatory examinations and client audit requests
• Gather data and compile various reports for board and compliance reporting
• Responsible for reconciliation and processing of retirement benefit payments
• Responsible for updating transactions in IRA compliance platform to ensure accurate tax reporting for clients
• Responsible for electronic filing of new account documentation and legal agreements and password resets
• Provide backup to other team members as needed
• Maintain updated process/procedure documentation for role
• Other duties as assigned

WHAT YOU'LL NEED

Minimum Education / Experience Required:

• Bachelor’s degree in finance, accounting, and at least 1-year equivalent experience required, or
• If no degree, at least (4) years equivalent work experience will be considered

WHO YOU ARE

• Time management and organizational skills
• Ability to prioritize work according to the requirement
• Strong commitment to detail and accuracy
• Excellent team player
• Proficiency in Microsoft Office Applications (Word, Excel, and PowerPoint)

WHAT YOU'LL GET

• Competitive 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 DEMANDS

This physical demands required to perform the essential duties successfully are consistent with a professional office environment.

TRAVEL

This position generally does not require travel.

This job description may be subject to change at any time.

WHAT TO EXPECT NEXT

We 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.