Candidate
Employer
Intern – AI Data Analysis
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Job Description
Intern | Westwood Holdings Group, Inc.
The Tone:
This is an internship position at Westwood Holdings Group, Inc., located in Dallas, TX. Westwood is a boutique asset management firm offering a diverse array of actively managed investment strategies and white-glove trust and wealth services to institutional, intermediary, and private wealth clients. This role is crucial for leveraging data analysis and AI-enabled tools to enhance decision-making and operational efficiency across various business functions, fostering an environment of accelerated learning and practical exposure.
The TL;DR
• Role: Internship
• Location: In-person, Dallas, TX
• Team: Works across finance, sales, investment, and technology teams
• Mission: Translate complex data insights into clear, business-relevant findings for senior stakeholders to improve decision making and operational efficiency.
• Tech Stack: Co-Pilot, Power BI
What You’ll Actually Do
• Analyze: Analyze structured and unstructured data using AI tools, statistical modeling, and automation techniques.
• Develop: Build dashboards and reports with Power BI that can be utilized by senior stakeholders.
• Enhance: Enhance data pipelines to support improved data flow and accessibility for analytics.
• Identify: Identify patterns, trends, and opportunities within sales data.
• Explore: Explore potential AI use cases to improve decision-making processes and operational efficiency.
The Must-Haves
• Background: Entry-Level undergraduate actively pursuing a 4-year degree in Finance, Economics, Business Analytics, or a related field, with a GPA of 3.0 or higher.
• Experience: Unrestricted authorization to work in the United States and advanced proficiency in Microsoft Office Excel and PowerPoint to support data analysis and presentation.
• Skills: Excellent analytical, problem-solving, and computer competencies, acute attention to detail, and sound verbal and written communication skills.
• Bonus: Knowledge of securities markets, products, and behavior.
