Westwood Holdings Group jobs - 32 jobs

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 Vice President, Energy Private Equity Secondaries position is responsible for participating on the investment team for a Houston-based energy private equity secondaries and continuation fund investment business. Significant time and effort will be invested in sourcing, underwriting, financial modeling, evaluating, and due diligence efforts for new secondary investments in upstream, midstream, oilfield service, power and other traditional energy sectors. The position will be involved with portfolio management, strategic decision-making, writing investment memos, quarterly newsletters, investor communications and other investment related reports. A DAY IN THE LIFE Investment Analysis, Modeling and Due Diligence * Develop underwriting and financial models in excel for new and existing investments in energy private equity LP interests, continuation funds, and direct investments with individual company analysis of upstream, midstream and other energy sectors. Detailed analysis required to underwrite new investments with several case studies using discounted cash flow, M&A precedent transactions, and sensitivity analyses to oil and gas prices. * Manage end-to-end due diligence processes across multiple GPs, fund and direct investment due diligence on all underlying and new portfolio companies. * Prepare investment committee materials and quarterly investment reports with clear, data-driven recommendations. Deal Sourcing & Networking * Support origination efforts by evaluating multiple opportunities and cultivating relationships with industry contacts with travel to industry conferences, AGMs, and investor meetings. * Conduct market research and competitive analysis to identify attractive investment themes and targets. Transaction Management * Oversee deal structuring, negotiations, and documentation in collaboration with legal and advisory teams. * Ensure timely execution and alignment with strategic objectives. Portfolio Oversight * Monitor portfolio company performance and support value creation initiatives, including M&A, operational improvements, and strategic planning. * Provide analytical support for key decisions. Sector Expertise * Stay current on energy market trends, regulatory developments, and emerging technologies. * Contribute to thought leadership and internal strategy development * Other duties as assigned WHAT YOU'LL NEED Minimum Education Required * Bachelor's degree in petroleum engineering, finance, economics or other related fields. * MBA preferred Licenses/Certifications Required * Series 7 and CFA preferred Minimum Specific Experience Required * 8+ years of experience in investment banking and private equity with focus on the upstream sector * 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. WHO YOU ARE * Superior interpersonal, organizational and client service skills with a proven ability to build and maintain relationships. * Proven track record of deal execution, underwriting and investment analysis. * Advanced financial modeling and valuation skills * Excellent communication skills and strong interpersonal skills with a client focus. * High attention to detail, organized and thorough. * Mature, polished and professional presence and disposition. * Positive attitude with a friendly and upbeat demeanor. * Highly motivated and proactive with a willingness to assist in all tasks. * Ability to maintain confidentiality and work in a high-pressure environment and ability to manage deadlines proactively * Proficiency with Microsoft Office including Word, Excel and Outlook. * Able to work collaboratively in a small team environment as a team player. JOB SPECIFICATIONS Physical Demands * The physical demands required to perform the essential duties successfully are consistent with a professional office environment. Travel * This position requires 10-15% travel.

Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Are you currently involved in technology sales, marketing, engineering, or procurement, but have always been interested in finance and looking to do something new? Join Wedbush's premier sell-side equity research team as an Equity Research Associate covering the hardware sector (preference for experience in networking, optics, power, or semi-cap equipment). This position represents an opportunity for you to take your industry expertise and technical knowledge and learn from industry-recognized research professionals, how to successfully apply your learnings and industry expertise in a finance role that will see you advising some of the world's largest hedge funds and mutual funds on technology trends and investments. What You'll Do As a key contributor to our semiconductors/hardware research team, you will deliver critical analysis that shapes institutional investment strategies: * Provide in-depth company analysis covering financials, competitive positioning, and growth trajectories * Develop and maintain sophisticated, detailed financial models that forecast company performance and valuation * Collect and analyze sector data, develop comprehensive databases, and identify emerging trends across the semiconductor and hardware landscape * Write and publish timely research notes and reports that inform institutional investor decisions * Support existing coverage while contributing to new company initiations and sector deep-dives * Interface directly with C-suite executives and IR teams at leading technology companies * Articulate clear, actionable investment views to our internal sales force and institutional client base * Perform other tasks and duties as required and assigned Why Wedbush? * Analyze the semiconductor and hardware companies driving AI, optical hardware, cloud computing, mobile innovation, and next-generation technologies * Work with seasoned professionals who are recognized thought leaders in technology research * Gain visibility with institutional investors and corporate management teams * Develop expertise in one of the market's most dynamic and influential sectors * Contribute research that moves markets and shapes investment decisions Experience and Skills * Bachelor's degree from an accredited university. * 1-3 years of industry experience in the technology industry; preferably in the networking or optical hardware space, but anywhere in the semiconductor or semi-cap equipment fields could be applicable * Good understanding of your area of technological expertise and a network of customers, peers, suppliers you can keep in touch with to identify industry trends. * Strong written and verbal communication abilities * Proven capacity to maintain accuracy in a fast-paced, deadline-driven environment * Self-starter who excels both independently and collaboratively, with ability to prioritize effectively with minimal direction * Solid work ethic, positive attitude, and genuine passion for technology and markets What We Offer What Wedbush Offers You As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture. * Comprehensive medical, dental, and vision coverage with multiple health plan options * Health Savings Account (HSA) with company-sponsored contributions * Flexible Spending Accounts (FSA) traditional and dependent care * Pre-Tax Commuter Benefits * 401(k) Plan: competitive discretionary company matching and profit-sharing contributions * Tuition reimbursement ($5,250 max per year) * Paid Vacation, Sick Time, Holidays, Volunteer Time Off * Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc. * FINRA and Professional License Sponsorship * Charitable Donation Matching Contributions * Travel & Employee Assistance and Employee Discount Programs * Discretionary compensation based on the colleague's and the firm's performance The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $100,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. At Wedbush, Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed. Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here **************************************************** This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.

We are seeking a Senior Administrative Assistant for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with senior investment professionals to serve a broad range of clients' needs. What You'll Do: The Senior Administrative Assistant will work in a dynamic, trust-based partnership with the Managing Director and Financial Advisors to serve a broad range of client needs and will act as a liaison with both internal and external clients. The Senior Administrative Assistant will: * Effectively and accurately manage the Managing Director's calendar, including schedule meetings, appointments, and travel plans * Be expected to exercise a high level of discretion in connection with complex and confidential duties * Support the Managing Director's efforts in recruiting and managing the advisor staff, including interview coordination, on-boarding new advisors, and responding to various advisor inquiries * Coordinate complex senior-level internal/external meetings and conference calls * Handle a high volume of phone calls from external clients and internal contacts * Provide general administrative duties in a timely manner, including the preparation and revision of correspondence, database maintenance, reconciling monthly expenses, and scheduling and management reporting * Assist in general office maintenance, which may include ordering office supplies and facilities coordination * Work directly with clients in all aspects of client servicing * Prepare presentations and reports for management, clients, and prospects * Assist in ad-hoc reports and special projects as needed requiring a high level of detail and follow-up * Provide support and partnership to the marketing team as needed * Take part in a team environment working toward a common goal of providing exceptional client service, including the training of new team members * Work the Approximate Hours of: 8:00 a.m.-5:00 p.m. Flexibility to work overtime as workload demands change What We're Looking For: * The ideal candidate should have 3+ years of administrative or executive support experience in a corporate or professional setting with experience working alongside high-level professionals. * Ability to independently prioritize and execute multiple complex tasks and projects in a fast-paced, deadline-oriented environment. * Outstanding verbal and written communication skills to deliver distinctive client service. * Strong time management and organizational skills. * Individuals who are client-focused and have a high attention to detail. * Accomplished team players who thrive in a rigorous and challenging environment. * Strong proficiency in Microsoft Office is required, experience with Salesforce preferred. Who We Are: About Bernstein Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at ***************** How We Invest in You: AB's purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They're a foundation of our culture, which empowers all of us to be our complete selves - and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity - Always! We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. That's why we've crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being. Here are a few highlights of what we have to offer: * Competitive compensation offerings * Retirement plans with matching employer contribution and no fees on core investments * A holistic employee benefit package to support your and your family's health and wellness * Flexible time off * Hybrid work model * Mentoring Programs AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity, and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes. We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community. If you're ready to innovate and grow your career, join us. In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $75,000 - $80,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year-end incentive compensation, and other incentives. Dallas, Texas

Guggenheim Retail Real Estate Partners (GRREP) is seeking an experienced individual to join their team as a Real Estate Analyst. The Real Estate Analyst works with their assigned Real Estate Manager(s)/Director(s) and reports to the Senior Vice President of Real Estate. They will assist the Real Estate Managers/Directors in researching market potential, identifying & vetting prospective site acquisitions, and assisting with the overall securing of potential projects. Once sites have been identified, analysts take a primary role in sending LOIs and creating Real Estate Committee (REC) packages for internal review at GRREP, as well as creating REC client packages for external review. This role report on site in the Frisco, TX office. Essential Job Functions Target and analyze markets for potential site acquisition using desktop tools including Google Maps, CoStar, and SitesUSA Interface with Real Estate Managers/Directors regarding potential markets and provide relevant information including demographic statistics, comps, and nearby competitors Work collaboratively with RE Managers/Directors and brokers to develop strategy for developing sites in new and existing markets Track markets, sites, and the progress of existing projects Assist RE Manager / Director in due diligence of sites, including requesting Site Plans from Project Managers, information from brokers, etc. Draft and send LOIs for viable sites and assist RE Manager / Director with LOI negotiations Take lead in Real Estate Committee (REC) package creation, distribution, and archiving for monthly meetings Work collaboratively with brokers to create site tour packages for tours with clients Research potential opportunities for existing client conversions, sale information on subject properties and retail expansions of competitors Build and maintain working relationships to acquire market insights from internal and external sources, such as brokers and real estate professionals Project tracking software support and maintenance to include site and document creation, uploads, and special report creation Provide support to Project Management Team (Real Estate, Construction and Legal) to complete real estate transactions and put together Capital Release memos for Executive Committee Assorted ad hoc administrative tasks such as setting up meetings, taking meeting notes, and file management Assist Real Estate Team to create custom maps and market analysis packages for client meetings, site tours and internal meetings Submit tax estimates for inclusion in budgetary projections for clients and draft Lease LOI's for Lender submittal Preferred Qualifications Able to quickly become proficient in pulling demographic reports and comps with tools like CoStar and SitesUSA, as well as using mapping software to create custom maps and aerials Collaborative, excited by the open exchange of ideas Excellent writing skills as well as instincts, common sense, and judgement Keen attention to detail when preparing books for clients, REC, banks, and internal presentations Proficient in troubleshooting computer and printer issues Possesses good interpersonal, organizational, communication, and problem-solving skills Proactive & solutions-oriented; innovative Able to adapt quickly and appropriately in accordance with the constant evolution of the company and industry Responsive to client needs with ability to work under pressure and/or time sensitive deadlines Basic Qualifications Completion of a bachelor's degree with preferred emphasis in Business, Finance, Economics, Real Estate or a related field Minimum of 1-3 years of experience in the Real Estate Industry Expertise in Microsoft Office, Outlook, PowerPoint, and Excel Working knowledge of real estate data and analytics platforms including: Placer.ai, Sites USA, Crexi, and Land Glide Salary Base salaries may vary depending on factors such as location and experience. About Us: Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim's professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs."

We are seeking a proactive individual to join our team as an Advisor Enablement Strategist, reporting to the Director, Digital Solutions. In this role, you will partner with Advisors to optimize their practice management through relevant technology tools. Your efforts will directly impact revenue production by empowering Advisors to enhance their productivity and efficiency. Collaborating with sales leadership, the training team, and the advisor enablement team, you will develop and implement strategies that support our business goals. Key Responsibilities: * Provide personalized, high-touch service in one-on-one meetings with Advisors, Managing Directors, and other Private Wealth resources. Understand their practice management and pain points, offering tailored recommendations to reduce friction, scale their practice, and share best practices. * Support the rollout of new sales technologies, ensuring smooth implementation and minimal disruption. * Monitor technology usage and adoption rates, providing insights and recommendations for improvement. * Conduct impactful virtual and in-person training sessions and presentations for regional offices and Private Wealth National. * Analyze and improve strategies and materials that promote the adoption and effective use of sales technologies including existing training guides, delivery methods, and training programs. * Onboard and support users with essential tools, staying abreast of developments in corporate technology. * Stay current on developments in AI technologies relevant to advisor enablement and train Advisors on how to effectively use AI tools to enhance their practice efficiency. * Travel is required, estimated at approximately 25%. Job Qualifications & Key Attributes: * A minimum of 2 years of experience in the financial services industry; marketing and/or communications experience is a plus. * A proactive mindset with strong attention to detail. * Strong verbal and written communication skills. * Ability to work effectively with a broad range of personalities. * Professional maturity, decisiveness, and strong business judgment. * Proficiency with Salesforce, Word, Excel, and PowerPoint. * Creativity, vision, and a passion for continuous improvement. * Sales orientation with the ability to think from the perspective of financial advisors. This is an exciting opportunity to shape the future of our firm by integrating technology solutions that meet the unique needs of each advisor, transforming their practice and driving our success. If you are a strategic thinker with a passion for technology, training, and sales-oriented engagement, we encourage you to apply. In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $100,000 to $120,000 Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off Atlanta, GeorgiaBoston, MA, Chicago, IL, Cleveland, Ohio, Dallas, Texas, Denver, Colorado, Houston, Texas, Los Angeles, California, Miami, Florida, Minneapolis, Minnesota, Nashville, Tennessee, New York, New York, Philadelphia, Pennsylvania, San Diego, California, San Francisco, California, Seattle, Washington, Stamford, Connecticut, Tampa, Florida, Washington DC, West Palm, Beach, Florida

Who You'll Work With: We are seeking a San Antonio based PDS Back Office Operations Analyst to join our Partner Distribution Services Department. We are looking for an individual to serve as a Back Office Operations Analyst in the Partner Distribution Services Department within the Transfer Agency Operations. This person will be responsible for managing the relationship between AB and intermediary back offices to ensure daily operations, critical events and service matters are effectively coordinated. The person is expected to develop and maintain relationships with intermediary back offices, AB Product, ABI Sales, various ABIS teams and other groups, as needed to facilitate communication and coordination of initiatives between AB and the firms. The person in this role must be highly organized and have outstanding communication and relationship man What You'll Do: * Manage relationships, communication and initiatives with intermediary back offices, AB Product, ABI Sales and ABIS Ops * This person will be responsible for reaching out to firms (call campaigns) to obtain information AB may require as it pertains to various AB initiatives * Participate in various AB initiatives as needed, assess impact to and coordinate with intermediaries * Manage ad-hoc projects resulting from requests from our intermediaries or other internal AB groups. Examples of these requests include, but are not limited to broker conversions, omnibus conversions, complete RFPs, fund fact and "spec-pack" sheets, questionnaires, customized reporting and record-keeping for internal groups * Support AB intermediary oversight processes * Present information related to AB initiatives and funds to internal and external clients as needed * Serve as a resource for escalated issues from intermediaries, ABI Sales or other ABIS groups * Become familiar with industry issues/trends affecting operations between intermediaries and AB * Maintain intermediary profile database * PDS management reporting as needed * Perform additional responsibilities as needed, based on department requirements What We're Looking For: * Business or Finance degree is helpful for this role, but not required * Experience in a fast-paced environment in a supporting role for a vendor, client, or firm * Previous mutual fund operations experience is a plus, but not required * Exceptional written and verbal communication skills * Outstanding time management and organizational skills with a proven ability to work independently and follow up to ensure tasks and other deliverables are completed * Strong attention to detail * Experience in problem solving * Ability to build relationships with external and internal clients of all levels * Proficient in the use of Office desktop packages such as Outlook, Word, Excel (Access experience is a plus, but not required) * Ability to work in a fast-paced environment and adapt to change * Ability to work collaboratively in a team setting * Candidate must be customer-focused and extremely flexible * Demonstrate the ability to further develop skills through training and as provided through coaching and feedback * Prior knowledge & experience in handling initiatives and/or projects About AB We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria. San Antonio, Texas

Who You'll Work With: Private Alternatives Infrastructure is responsible for delivering technology & operations designed to enable revenue growth, drive efficiency, and mitigate risk for the Private Alternatives business channel. Private Alternatives investment strategies include Private Credit, US/European Real Estate Debt, Private Placements, and other private market strategies. Critical functions within Private Alternative Infrastructure include Investment & Fund Operations, Product Implementation, Business Analysis, Project Management, 3rd Party Vendor Integration & Management, and Infrastructure Technology Buildout. The Private Alternative Infrastructure Department collaborates closely with business unit heads across the Firm to develop plans in line with business objectives. What You'll Do: We are seeking a Private Placements Operations Associate to join our Private Alternatives Investment Operations team, supporting the growth and execution of our Private Placements business. Based in Nashville, TN or Houston, TX, this role will be integral to the day-to-day lifecycle management of private placement investments and will serve as a key operational partner to our New York and Houston based investment professionals. This is a hands-on, high-impact role that requires precision, initiative, and a deep understanding of investment operations. The Associate will be responsible for ensuring operational excellence through robust controls, process optimization, and seamless execution of investment strategies. As the business evolves, this role will be instrumental in scaling workflows and driving efficiency across Institutional and Insurance distribution channels. Key Responsibilities of this role may include but not be limited to: * Collaborate directly with investment professionals to lead the operational development of our insurance platform and on-balance sheet strategies, onboard new clients, and oversee security types including 144A and 4(a)(2) private placements. * Execute on the roundtrip trade lifecycle within the Private Placements business ensuring seamless portfolio management operations and trade support for all parts of the deal Lifecycle including but not limited to: * Lead and coordinate all operational aspects of private placement deals, from initial pipeline review through post-trade execution. * Participate in weekly pipeline calls with the Deal Team to anticipate upcoming volumes and prepare operational workflows. * Oversee security setup and order creation per deal team instructions across allocations. * Manage the investor pre-trade compliance checks and collaborate with the Multi-Sector Insurance APM team to resolve compliance warnings. * Manage trade communications, booking, confirmations, and lifecycle events for loan acquisitions, secondary offerings, and restructurings. * Lead deal closings and oversee funding settlement, ensuring transactions are executed timely and accurately. * Maintain the multi-currency note register and ensure accurate transaction booking with service providers. * Respond to and manage inbound client requests, ensuring timely, accurate, and thoughtful resolution across operational and reporting matters. * Contribute to strategic and ad hoc projects-including new product launches, process enhancements, and cross-functional initiatives-as the business evolves and new opportunities arise. * Support strategic initiatives such as new product launches, process enhancements, and integrations with third-party providers. * Partner with our Technology team to identify and implement enhancements to existing operational workflows, driving automation, scalability, and continuous process improvement. What We're Looking For: * Team-oriented individual with the ability to work well across diverse groups in a collaborative, dynamic team environment. * Undergraduate degree with 3-5 years of relevant work experience in investment management operations or financial services environment. * Experience with on-balance sheet Insurance and SMA product types is a plus. * Detail oriented with an ability to be both hands on as well as delegate where necessary. * Organized and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative. * Proficiency of Microsoft Office Applications, specifically Excel & PowerBI. * Ability to effectively prioritize and manage time to complete deliverables timely and accurately. About AB We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria. Nashville, TennesseeHouston, Texas

Guggenheim is seeking an established and successful sales professional with strong relationships in the Southwest in the RIA channel. The territory for this role will be Texas, Utah, Arizona, New Mexico, Colorado, Louisiana, and Arkansas. The individual will be responsible for the growth of Guggenheim's mutual fund, SMA, DCIO and UCITs business. As an RVP, the individual will perform as part of a sales team, which includes an internal wholesaling partner, DCIO partner, and Portfolio Specialist. This is a remote position located in Texas.ResponsibilitiesKey Responsibilities Initiate sales calls to identify new sales opportunities; provide financial intermediaries with sales ideas; product information, performance data Respond to incoming calls/questions/requests from financial intermediaries in a timely and accurate manner Partner with external wholesalers to provide scheduling and sales support; execute on territory plan to ensure achievement of assigned sales goal Follow-up on external wholesaler appointments, conference leads and referrals of qualified representatives Maintain activity and profile data in the CRM Assist financial intermediary in analyzing client portfolios to help recommend appropriate investment strategies, including running product hypotheticals and performance comparisons Keep current and adhere to compliance and regulatory policies specific to licensing requirements, continuing education and firm-mandated training (license requirements FINRA 7, 63) Responsible for keeping current on company's products, initiatives and marketing campaigns QualificationsPreferred Qualifications Excellent oral, written and interpersonal communications skills Energetic, self-motivated, positive attitude, goal-oriented Strong work ethic, and leadership skills High degree of integrity Ability and willingness to prepare relentlessly and execute passionately Strong relationship building skills-client focused Technical/Computer skills should include experience with Microsoft Word, Power Point and Excel Familiarity with investment strategies and concepts Technical/Computer skills should include experience with Microsoft Word, Power Point and Excel Basic Qualifications Bachelor's Degree (preferably in Finance or Business) Current FINRA Registrations (Series 7, 63, 65, and/or 66) Must reside in corresponding geographic territory

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 Senior Associate, Fund Operations (Alternative Investments) is a member of the Westwood Alternatives Operations team focused on supporting the Westwood Alternatives Investment Platform and delivering best-in-class service to our key internal and external stakeholders. The ideal candidate will help build and continually improve key operational processes and procedures related to Westwood alternative investment vehicles, including portfolio investment transactional activity, treasury/banking activities, and data management, and will be a key member of a team in its early stages of institutionalization. A DAY IN THE LIFE Fund Operations * Play a key role in daily, monthly, quarterly, annual, and ad hoc fund operations activities * Oversee key treasury management activities, including tracking / reconciling bank accounts, facilitating cash transactions, and building / delivering internal reporting related to these activities * Support credit facility operations and compliance with credit agreements * Manage investment-, fund-, and investor-level performance calculations, analysis, and performance * Research and resolve investment and fund operations issues in a timely and exceptionally accurate manner Data Management * Track and maintain investment- and fund-related documents, data, and other information in systems and internal files Cross-Functional * 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, auditors, tax preparers, and systems vendors * 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 * Other duties as assigned WHAT YOU'LL NEED Minimum Education Required * Bachelor's degree in accounting, finance, economics or related field with a strong record of academic success. Licenses/Certifications Required * CFA, MBA, and/or CAIA preferred (or a desire to pursue them is a plus) Minimum Specific Experience Required * 3+ years of relative work experience, ideally in public accounting or 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. WHO YOU ARE * 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 * High degree of proficiency with the Microsoft Suite of products, particularly Excel, Word, and PowerPoint JOB SPECIFICATIONS Physical Demands * The physical demands required to perform the essential duties successfully are consistent with a professional office environment. Travel * This position requires

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 Director, Investor Relations (Alternative Investments) is a member of the Westwood Alternatives Operations team focused on supporting the Westwood Alternatives Investment Platform and delivering best-in-class service to our key internal and external stakeholders. The ideal candidate will manage the buildout and strategically focus on the continual improvement of our institutional investor relations program, provide best-in-class client service to prospective and existing investors, and will be a key member of the team in its early stages of institutionalization. A DAY IN THE LIFE Investor Communications * 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 Fund Launches & Marketing * 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 Data Management * 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 Event & Conference Management * 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 Cross-Functional * 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 WHAT YOU'LL NEED Minimum Education Required * Bachelor's degree in accounting, finance, economics or related field with a strong record of academic success. Licenses/Certifications Required * CFA, MBA, and/or CAIA preferred (or a desire to pursue them is a plus) Minimum Specific Experience Required * 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. WHO YOU ARE * 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 * High degree of proficiency with the Microsoft Suite of products, particularly Excel, Word, and PowerPoint JOB SPECIFICATIONS Physical Demands * The physical demands required to perform the essential duties successfully are consistent with a professional office environment. Travel * This position requires

Who You'll Work With: AB is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals, and private clients in major markets around the world. AB Private Credit Investors ("AB-PCI") is the private corporate credit investing platform of AB offering direct lending capabilities to middle-market companies across various industry sectors. AB-PCI focuses on directly sourced and privately negotiated investments in the primary issue market, while selectively pursuing opportunities in the distributed and secondary loan markets on a relative value basis. AB-PCI pursues a flexible mandate designed to deliver attractive risk-adjusted returns by investing in unitranche, first lien and second lien debt as well as selectively structured preferred stock and private equity co-investments. Target companies typically have robust business models, strong competitive positions, sustainable enterprise value and predictable cash flow profiles. The group maintains a strong credit culture and pursues a highly selective investment process based on fundamental due diligence and a focus on transaction terms and documentation. AB-PCI is led by relatively tightly knit group of seasoned senior investment professionals with strong industry background and credit investing track-record. The group maintains a cohesive culture and values teamwork, collaboration, and contribution of individual team members. What You'll Do: AB-PCI is looking for an Analyst/Associate to work as part of the Portfolio Management & Compliance team, which is responsible primarily for maintenance and reporting of the various AB-PCI investment vehicles. The role will support the growing business and team. AB-PCI has grown significantly over recent years and high caliber talent is needed to help support continued business growth, improve processes, and scale operations. The role will initially have responsibilities related to treasury and liquidity management, fund level finance, and financing subsidiary operations, but offers the ability to grow and change as the team continues to grow. Initial responsibilities will include, but will not be limited to, the following: * Partner with the Trustee, Fund Administrator, and external service providers on all operational matters * Support day-to-day liquidity management to ensure funding obligations are met, including the use of sub-level financing facilities * Assist with asset allocation strategy, cash forecasting and analysis, and monitoring of related activities * Provide functional and operational support to the credit team as needed * Review, reconcile, and approve Monthly CLO Borrowing Base Trustee Reports; approve waterfall payments on a quarterly basis * Manage reporting requirements, including effective date declarations, annual agreed-upon procedures, compliance certificates, and financial reporting at both obligor and asset levels * Run hypothetical scenarios for new asset purchases to ensure compliance and portfolio optimization What We're Looking For: * Bachelor's degree in Business, Finance, Accounting, or Economics * 1+ years of experience in financial services or audit, preferably in a treasury or cash operations role at an alternative asset manager, trustee/fund administrator, or Big Four firm * Experience reviewing and interpreting legal documentation, including CLO indentures, warehouse agreements, and credit agreements * Team-oriented mindset with the ability to collaborate closely and share critical information * Proactive, self-motivated, and highly organized with strong analytical and communication skills * Ability to prioritize effectively and adapt in a fast-paced, dynamic environment * High attention to detail with a strong standard for accuracy and responsiveness * Proficiency in Microsoft Excel, PowerPoint, and Word * Preferred: familiarity with fund structures, loan agreements, and CLO indentures * Preferred: experience with Sentry PM and Power BI About AB We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! Austin, Texas

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 Director, Fund Accounting (Alternative Investments) is a member of the Westwood Alternatives Operations team focused on supporting the Westwood Alternatives Investment Platform and delivering best-in-class service to our key internal and external stakeholders. The ideal candidate will help build and continually improve key accounting and tax processes and procedures related Westwood alternative investment vehicles, including financial reporting, tax reporting, and data management, and will be a key member of a team in its early stages of institutionalization. A DAY IN THE LIFE Fund Accounting / Tax * Lead daily, monthly, quarterly, annual, and ad hoc fund accounting activities, including financial statement reviews, financial and tax reporting, and the audited financial statement process, ensuring financial information is maintained in accordance with U.S. GAAP and internal policies and procedures * Calculate and review fund expense accruals and allocations, ensuring expenses paid, directly or indirectly, by Westwood alternative investment vehicles are in line with legal and regulatory requirements * Liaise with third party fund administrator(s) on monthly and quarterly financial statements, expense activity (including expense allocations), fund waterfalls, management fee calculations, and ad hoc investor requests * Provide detailed review of monthly and quarterly fund workpapers, financial statements, and partner capital account statements prepared by the fund administrator(s) * Play a key role in annual audits of Westwood investment vehicles, including ongoing interactions with one or more third party accounting firms to conduct each audit * Manage investment fund tax activities, particularly annual extensions, tax returns, and investor K-1s, alongside one or more third party tax preparers * Assist the Chief Operating Officer with valuation-related activities related to underlying investments and Westwood investment vehicles * Research and resolve fund accounting and tax issues in a timely and exceptionally accurate manner Data Management * Ensure investment- and fund-level data in internal systems (e.g., CRM) and other files remain up-to-date and exceptionally accurate * Develop and deliver internal reporting and metrics related to fund accounting data Cross-Functional * 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, auditors, tax preparers, and systems vendors * 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 WHAT YOU'LL NEED Minimum Education Required * Bachelor's degree in accounting, finance, economics, or related field with a strong record of academic success. Licenses/Certifications Required * CPA strongly preferred * CFA and/or CAIA preferred (or a desire to pursue them is a plus) Minimum Specific Experience Required * 8+ years of related work experience, ideally in public accounting or at an institutional-caliber investment management firm (e.g., private equity fund, hedge fund, E&F, family office) (or some combination of both) * 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. WHO YOU ARE * 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 * High degree of proficiency with the Microsoft Suite of products, particularly Excel, Word, and PowerPoint JOB SPECIFICATIONS Physical Demands * The physical demands required to perform the essential duties successfully are consistent with a professional office environment. Travel * This position requires

AB Private Credit Investors - 2027 SMU Rising Senior Summer Intern About AB Private Credit Investors AB Private Credit Investors (“AB-PCI”) is the private corporate credit investment platform of AllianceBernstein. AB-PCI manages $20 billion of capital and advises private credit and equity funds for institutional and high net worth investors. As a provider of capital, AB-PCI provides unique and flexible capital solutions to private corporate borrowers across various industry sectors. We seek to deliver attractive risk-adjusted investor returns by investing in unitranche, first lien and second lien debt, as well as private equity co-investments and structured preferred stock. The group maintains a strong credit culture and pursues a highly selective investment process based on fundamental due diligence and a focus on transaction terms and documentation. Investment Analyst Internship Description Role sits within investment teams and actively participates in the loan origination / underwriting and the investment decision making process Immersive, comprehensive, and finance-centric internship program that involves corporate credit investment analysis, financial modeling, valuation, and structuring as part of an investment team Top performers may be eligible for returning full-time Investment Analyst offer (upon graduation) Paid internship located in Austin, TX Internship will run June-August 2027 (with specific dates to be provided at offer) Job Qualifications Bachelor's degree candidates with demonstrated excellence in academics Rising Seniors during the Summer 2027 (with expected graduation Winter 2027 or Spring 2028) Demonstrate understanding of investing, debt, and LBO / private equity transactions Accepted into EnCap Investments & LCM Group Alternative Asset Management Center Program Ability to analyze data in Excel (with ability to build LBO models a strong plus) Strong verbal and written communication skills and ability to collaborate with a team Demonstrate good judgment and attention to detail, ability to take initiative and be proactive Permission to work in the United States for at least 3 years after graduation Location: Austin, TX Timing: Summer 2027 Austin, Texas

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 Senior Financial Planning and Analysis will be responsible for preparing, maintaining and preparing the company's budgets and forecasts for executive leadership, on a monthly and quarterly basis. This role will also support executive management in the analysis of corporate initiatives and capital deployment. This position reports to the Director Finance - Controller & FP&A. The position does not have any direct reports. A DAY IN THE LIFE Budgeting and Forecasting Develop annual departmental and entity level budgets and forecasts, including intercompany allocations and eliminations Partner with all business units to budget key business initiatives Prepare monthly budget to actual variance analysis Analyze and report current and past trends in key performance indicators Update monthly rolling forecasting Develop and maintain monthly cash forecasts Monitor entity liquidity and advise on treasury decisions Prepare quarterly presentation for CFO, CEO and Board of Directors Work with external valuation specialists Prepare annual goodwill/intangible financial valuation models to support annual impairment analysis Work with the Controller and Director of Financial Reporting to ensure consistent accounting treatment and alignment between budget, forecast and actual results Assist in maintenance of investor relations, including Quarterly earnings release and earnings call materials; Investor presentations; & Board of Directors materials; and other information provided to shareholders, as needed. Decision Support Develop financial models and analyses to support strategic initiatives Analyze and track multiple product/strategy revenue streams and cost structures Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes Evaluate whether assets and investments are the best use of excess working capital through ROI analysis Compensation Analysis Support Manage complex compensation calculations for investment teams Calculate monthly and quarterly commissions in accordance with broker dealer regulations Calculate quarterly net revenue in support of company incentive plans Special Projects Other tasks as assigned (compensation modeling, investor relations, corporate accounting) WHAT YOU'LL NEED Minimum Education Required Bachelor's degree in accounting or finance Master's degree in business administration, accounting or finance preferred Licenses/Certifications Required Corporate FP&A certification preferred Minimum Specific Experience Required 2-4 years of corporate experience or public accounting experience 1-2 years of financial planning and analysis/forecasting experience 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. WHO YOU ARE • Intermediate to advanced Microsoft Excel, Office and PowerPoint skills • Experience working with disparate data system • Knowledge of Microsoft Power BI or similar reporting tools • Experience in modeling and model inputs for fair value and present value, including discounted cash flow analysis, market multiples, royalties, etc. • Knowledge of US GAAP and SEC requirements • Knowledge of GAAP intangible impairment testing requirements • Experience presenting analysis to senior executives and working with department heads to develop budgets • Experience with general ledger and financial reporting systems in order to determine historical accounting treatments and expense or revenue support • Experience with assets under management flow analysis preferred • Experience with credit facilities and related covenants preferred • Experience with Broker Dealer entities • Ability to work self-sufficiently and meet deadlines • Strong attention to detail and analytical, verbal, and interpersonal skills JOB SPECIFICATIONS Physical Demands The physical demands required to perform the essential duties successfully are consistent with a professional office environment. Travel Travel is generally not required.

We are seeking a proactive individual to join our team as an Advisor Enablement Strategist, reporting to the Director, Digital Solutions. In this role, you will partner with Advisors to optimize their practice management through relevant technology tools. Your efforts will directly impact revenue production by empowering Advisors to enhance their productivity and efficiency. Collaborating with sales leadership, the training team, and the advisor enablement team, you will develop and implement strategies that support our business goals. Key Responsibilities: * Provide personalized, high-touch service in one-on-one meetings with Advisors, Managing Directors, and other Private Wealth resources. Understand their practice management and pain points, offering tailored recommendations to reduce friction, scale their practice, and share best practices. * Support the rollout of new sales technologies, ensuring smooth implementation and minimal disruption. * Monitor technology usage and adoption rates, providing insights and recommendations for improvement. * Conduct impactful virtual and in-person training sessions and presentations for regional offices and Private Wealth National. * Analyze and improve strategies and materials that promote the adoption and effective use of sales technologies including existing training guides, delivery methods, and training programs. * Onboard and support users with essential tools, staying abreast of developments in corporate technology. * Stay current on developments in AI technologies relevant to advisor enablement and train Advisors on how to effectively use AI tools to enhance their practice efficiency. * Travel is required, estimated at approximately 25%. Job Qualifications & Key Attributes: * A minimum of 2 years of experience in the financial services industry; marketing and/or communications experience is a plus. * A proactive mindset with strong attention to detail. * Strong verbal and written communication skills. * Ability to work effectively with a broad range of personalities. * Professional maturity, decisiveness, and strong business judgment. * Proficiency with Salesforce, Word, Excel, and PowerPoint. * Creativity, vision, and a passion for continuous improvement. * Sales orientation with the ability to think from the perspective of financial advisors. This is an exciting opportunity to shape the future of our firm by integrating technology solutions that meet the unique needs of each advisor, transforming their practice and driving our success. If you are a strategic thinker with a passion for technology, training, and sales-oriented engagement, we encourage you to apply. In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $100,000 to $120,000 Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off Atlanta, GeorgiaBoston, MA, Chicago, IL, Cleveland, Ohio, Dallas, Texas, Denver, Colorado, Houston, Texas, Los Angeles, California, Miami, Florida, Minneapolis, Minnesota, Nashville, Tennessee, New York, New York, Philadelphia, Pennsylvania, San Diego, California, San Francisco, California, Seattle, Washington, Stamford, Connecticut, Tampa, Florida, Washington DC, West Palm, Beach, Florida

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 Director, Investor Relations (Alternative Investments) is a member of the Westwood Alternatives Operations team focused on supporting the Westwood Alternatives Investment Platform and delivering best-in-class service to our key internal and external stakeholders. The ideal candidate will manage the buildout and strategically focus on the continual improvement of our institutional investor relations program, provide best-in-class client service to prospective and existing investors, and will be a key member of the team in its early stages of institutionalization. A DAY IN THE LIFE Investor Communications * 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 Fund Launches & Marketing * 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 Data Management * 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 Event & Conference Management * 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 Cross-Functional * 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 WHAT YOU'LL NEED Minimum Education Required * Bachelor's degree in accounting, finance, economics or related field with a strong record of academic success. Licenses/Certifications Required * CFA, MBA, and/or CAIA preferred (or a desire to pursue them is a plus) Minimum Specific Experience Required * 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. WHO YOU ARE * 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 * High degree of proficiency with the Microsoft Suite of products, particularly Excel, Word, and PowerPoint JOB SPECIFICATIONS Physical Demands * The physical demands required to perform the essential duties successfully are consistent with a professional office environment. Travel * This position requires

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 Senior Associate, Investor Relations (Alternative Investments) is a member of the Westwood Alternatives Operations team focused on supporting the Westwood Alternatives Investment Platform and delivering best-in-class service to our key internal and external stakeholders. The ideal candidate will help build and continually improve our institutional investor relations program, provide best-in-class client service to prospective and existing investors, and will be a key member of a team in its early stages of institutionalization. A DAY IN THE LIFE Investor Communications * Serve as a liaison for investors, ensuring timely, exceptionally accurate, and transparent communication * Draft communications to stakeholders with regards to critical processes, including individual investor calls, quarterly update meetings/calls, and annual meetings * Draft key deliverables, including investor letters, fund commentaries, and ad hoc reports, in collaboration with the Investment team and other members of the Operations team Fund Launches & Marketing * Assist with fund launch logistics from an investor relations perspective, including drafting initial marketing collateral * Complete initial drafts of prospective and existing investor DDQs, RFPs, etc. Data Management * Ensure investor relations data in internal systems (e.g., IRM, CRM) and other files is up-to-date and exceptionally accurate * Maintain investment vehicle information on key third party databases (e.g., Preqin, Pitchbook) Event & Conference Management * Aid the Director, Investor Relations, in planning and executing 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 Cross-Functional * 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 WHAT YOU'LL NEED Minimum Education Required * Bachelor's degree in accounting, finance, economics or related field with a strong record of academic success. Licenses/Certifications Required * CFA, MBA, and/or CAIA preferred (or a desire to pursue them is a plus) Minimum Specific Experience Required * 3+ 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. WHO YOU ARE * 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 * High degree of proficiency with the Microsoft Suite of products, particularly Excel, Word, and PowerPoint JOB SPECIFICATIONS Physical Demands * The physical demands required to perform the essential duties successfully are consistent with a professional office environment. Travel * This position requires

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 Director, Energy Private Equity Secondaries is responsible for helping to lead the investment team for a Houston-based energy private equity secondaries and continuation fund investment business. Significant time and effort will be invested in both fund raising and investing (i.e. sourcing, underwriting, financial modeling, evaluating, and due diligence efforts for new transactions in upstream, midstream, oilfield service, power and other traditional energy sectors). The position will contribute to portfolio management and strategic decision-making and will be involved in all investment activities including investment memos, quarterly newsletters, investor communications and other investor reports. A DAY IN THE LIFE Investment Analysis, Modeling and Due Diligence • Develop underwriting and financial models in excel for new and existing investments in energy private equity LP interests, continuation funds, and direct investments with individual company analysis of upstream, midstream and other energy sectors. Detailed analysis required to underwrite new investments with several case studies using discounted cash flow, M&A precedent transactions, and sensitivity analyses to oil and gas prices. • Manage end-to-end due diligence processes across multiple GPs, fund and direct investment due diligence on all underlying and new portfolio companies. • Prepare investment committee materials and quarterly investment reports with clear, data-driven recommendations. Deal Sourcing & Networking • Support origination efforts by evaluating multiple opportunities and cultivating relationships with industry contacts with travel to industry conferences, AGMs, and investor meetings. • Conduct market research and competitive analysis to identify attractive investment themes and targets. Transaction Management • Oversee deal structuring, negotiations, and documentation in collaboration with legal and advisory teams. • Ensure timely execution and alignment with strategic objectives. Portfolio Management • Monitor portfolio company performance and support value creation initiatives, including M&A, operational improvements, and strategic planning. • Help to make key investment decisions and provide experience and analytical support to the investment team Fund Raising • Focus on fund raising, meeting with investors and prospective investors, and expanding industry contacts • Attend AGM meeting for existing and new energy private equity relationships to grow our relationships • Source new investment opportunities at AGMs, investor meetings, client entertainment, etc. • Other duties as assigned WHAT YOU'LL NEED Minimum Education Required • Bachelor's degree in finance, economics, petroleum engineering or other related fields. Licenses/Certifications Required • Series 7 and CFA preferred Minimum Specific Experience Required • 12+ years of experience in energy, asset management, investment banking and private equity • 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. WHO YOU ARE • Superior interpersonal, organizational and client service skills with a proven ability to build and maintain relationships. • Proven track record of deal execution, underwriting and investment analysis. • Advanced financial modeling and valuation skills • Excellent communication skills and strong interpersonal skills with a client focus. • High attention to detail, organized and thorough. • Mature, polished and professional presence and disposition. • Positive attitude with a friendly and upbeat demeanor. • Highly motivated and proactive with a willingness to assist in all tasks. • Ability to maintain confidentiality and work in a high-pressure environment and ability to manage deadlines proactively • Proficiency with Microsoft Office including Word, Excel and Outlook. • Able to work collaboratively in a small team environment as a team player. JOB SPECIFICATIONS Physical Demands • The physical demands required to perform the essential duties successfully are consistent with a professional office environment. Travel • This position requires up to 20% of domestic travel to attend AGMs, meeting with investors and industry conferences.

AB Private Credit Investors - 2026 SMU Rising Senior Summer Intern About AB Private Credit Investors AB Private Credit Investors (“AB-PCI”) is the private corporate credit investment platform of AllianceBernstein. AB-PCI manages $20 billion of capital and advises private credit and equity funds for institutional and high net worth investors. As a provider of capital, AB-PCI provides unique and flexible capital solutions to private corporate borrowers across various industry sectors. We seek to deliver attractive risk-adjusted investor returns by investing in unitranche, first lien and second lien debt, as well as private equity co-investments and structured preferred stock. The group maintains a strong credit culture and pursues a highly selective investment process based on fundamental due diligence and a focus on transaction terms and documentation. Investment Analyst Internship Description Role sits within investment teams and actively participates in the loan origination / underwriting and the investment decision making process Immersive, comprehensive, and finance-centric internship program that involves corporate credit investment analysis, financial modeling, valuation, and structuring as part of an investment team Top performers may be eligible for returning full-time Investment Analyst offer (upon graduation) Paid internship located in Austin, TX Internship will run June-August 2026 (with specific dates to be provided at offer) Job Qualifications Bachelor's degree candidates with demonstrated excellence in academics Rising Seniors during the Summer 2026 (with expected graduation Winter 2026 or Spring 2027) Demonstrate understanding of investing, debt, and LBO / private equity transactions Accepted into EnCap Investments & LCM Group Alternative Asset Management Center Program Ability to analyze data in Excel (with ability to build LBO models a strong plus) Strong verbal and written communication skills and ability to collaborate with a team Demonstrate good judgment and attention to detail, ability to take initiative and be proactive Permission to work in the United States for at least 3 years after graduation Location: Austin, TX Timing: Summer 2026 Diversity and Inclusion at AB People of color, women, and those who identify as LGBTQ are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. Austin, Texas