SVP, Senior Research Analyst-Energy

Westwood Holdings Group, Inc. (NYSE: WHG) is a boutique asset management firm offering actively-managed and outcome-oriented investment strategies, along with 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 relationships through bespoke investment strategies, exceptional counsel, and unparalleled service. The firm values diverse insights and maintains a culture rooted in integrity, reliability, responsiveness, adaptability, flexibility, and collaboration.

About the Role

The SVP, Senior Research Analyst will perform bottom-up fundamental equity research, focusing on public energy companies and power infrastructure sectors. Responsibilities include generating buy and sell recommendations across various market capitalizations, participating in research groups, and contributing to team-based projects.

Responsibilities

• Maintain a high-level understanding of energy, power, and infrastructure markets, gathering and analyzing data to provide insights to the business and clients.
• Independently conduct equity research by analyzing financial statements, forecasting, performing industry and competitive analysis, and other due diligence methods.
• Apply valuation analysis to fundamental models.
• Generate, develop, and present new investment ideas, while monitoring current investments for all active US Equities strategies.
• Convey information verbally and through written reports, including investment idea write-ups and quarterly company updates.
• Conduct due diligence with company management and investor relations personnel.
• Handle additional projects, duties, and responsibilities as assigned.

Requirements

• Minimum of 18 years of age with unrestricted authorization to work in the United States (no visa sponsorship available).
• Bachelor’s degree required; CFA preferred.
• 15+ years of equity research experience with knowledge of energy sectors.

Skills

• Strong fundamental analytical skills.
• Exceptional attention to detail, time management, and problem-solving abilities.
• Seasoned judgment and thought process in research.
• Ability to develop working relationships inside and outside the investment department.
• Consistent and strong investment performance.
• Advanced financial modeling and valuation skills.
• Excellent written and verbal communication skills.

Benefits

• Competitive salary and benefits.
• 401K company match that vests immediately upon participation.
• Parental leave and PTO policy.
• Collaborative, dynamic work environment within a fast-paced, mission-driven company.

Schedule

This position requires travel approximately 5-10% of the time for industry conferences and investor meetings.

Physical Demands

The physical demands are consistent with a professional office environment.