Westwood Holdings Group, Inc. · 1 month ago
Vice President, Energy Private Equity Secondaries
Houston, TX
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expWestwood Holdings Group, Inc. is a boutique asset management firm that provides a range of investment strategies and wealth services. The Vice President, Energy Private Equity Secondaries will be responsible for sourcing, underwriting, and managing investments in the energy sector, while also overseeing portfolio management and strategic decision-making.
Asset ManagementFinancial ServicesWealth Management
No H1B
Responsibilities
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
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
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
Oversee deal structuring, negotiations, and documentation in collaboration with legal and advisory teams
Ensure timely execution and alignment with strategic objectives
Monitor portfolio company performance and support value creation initiatives, including M&A, operational improvements, and strategic planning
Provide analytical support for key decisions
Stay current on energy market trends, regulatory developments, and emerging technologies
Contribute to thought leadership and internal strategy development
Other duties as assigned
Qualification
Required
Bachelor's degree in petroleum engineering, finance, economics or other related fields
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
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
Preferred
MBA preferred
Series 7 and CFA preferred
Company
Westwood Holdings Group, Inc.
Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brian Casey
Chief Executive Officer
Murray (Terry) Forbes III
Chief Financial Officer and Treasurer
Recent News
Westwood Holdings Group Inc
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2025-10-17
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