Westwood Holdings Group, Inc.
Director, Energy Private Equity Secondaries
Westwood Holdings Group, Inc., Houston, Texas, United States, 77246
Director, Energy Private Equity Secondaries
Apply for the
Director, Energy Private Equity Secondaries
role at
Westwood Holdings Group, Inc.
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 leading the investment team for a Houston-based energy private equity secondaries and continuation fund investment business. Significant time and effort 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. 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.
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.
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Director, Energy Private Equity Secondaries
role at
Westwood Holdings Group, Inc.
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 leading the investment team for a Houston-based energy private equity secondaries and continuation fund investment business. Significant time and effort 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. 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.
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.
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