Vice President, Energy Private Equity Secondaries

Vice President, Energy Private Equity Secondaries 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  Based in Dallas, Westwood also maintains offices in Chicago and Houston.

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.

• 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.

• 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.

• Bachelor’s degree in petroleum engineering, finance, economics or other related fields.
• MBA preferred.

• Series 7 and CFA preferred.

• 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…