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Nicholas Hyun

Nicholas Hyun

Portfolio Analyst at Westwood Wealth Management

Los Angeles, CA , United States

About

Nicholas Hyun is a Portfolio Analyst at Westwood Holdings Group, Inc., based in Los Angeles, CA. In this capacity, he supports portfolio management activities, including research, quantitative analysis, and monitoring of investment strategies, with a focus on delivering strong, risk-adjusted returns for institutional and high-net-worth clients.

His career began as a Tech Sector Analyst for the Student Investment Fund at Loyola Marymount University's College of Business Administration, where he specialized in the technology sector, performing equity research and detailed financial modeling. He later gained experience as a Specialty Banking Summer Credit Analyst at City National Bank, working within the structured finance group and developing expertise in evaluating credit risk and complex financial products.

Nicholas holds a Bachelor of Business Administration (BBA) in Finance from Loyola Marymount University. His professional expertise centers on technology equity analysis, structured finance, and portfolio analytics, providing a strong foundation for his current role in multi-asset portfolio management. His background includes sector-specific research, credit assessment, and quantitative investment analysis in both the technology and financial services sectors.

Career History

OrganizationRoleDate RangeDetails
Westwood Holdings Group, Inc.Portfolio AnalystFeb 2025 to Present
• Assist in monitoring performance and executing strategic rebalancing of equity and fixed income separately managed accounts (SMAs) to maintain alignment with client objectives and market conditions ...
Loyola Marymount University, College of Business AdministrationSIF: Tech Sector AnalystJan 2023 to Jan 2024
• Managed a $1MM student-operated portfolio, comprised of 32 active positions returning +25% in 2023 • Researched industry trends, generated sector reports, and equity valuations for potential investm...
City National BankSpecialty Banking Summer Credit Analyst (Structured Finance)May 2023 to Jul 2023
• Delivered a comprehensive 40-minute presentation to senior management team, including the Executive VP, on a $30MM private equity transaction by assessing the deal’s risk profile and identifying pot...
CFA InstituteEquity Research AnalystAug 2022 to Feb 2023
• Awarded second place in the CFA Institute’s Equity Research Challenge competing against other top universities • Gained practical training in equity research by applying analytical, valuation, and r...
LLC Thommen, LLCInternJun 2021 to Sep 2021
• Collaborated with Frank Yang, CTO of Platina Systems, and Tab Butler to deliver a 90-minute presentation for the Society of Motion Picture and Television Engineers, discussing the benefits of data s...
Private TutoringPrivate TutorAug 2017 to Jul 2021

Education

Loyola Marymount University

Bachelor of Business Administration - BBA, Finance

2020 2024

Crespi Carmelite High School

High School Diploma

2016 2020

Others at Westwood Wealth Management (22)

NameRoleLocation
C
Christopher Hartman
Portfolio ManagerPhoenix, AZ , United States
D
Danyell Ackerman
AVP Trust TraderTX , United States
Frederic Rowsey
Frederic Rowsey
Vice President, Portfolio Manager, Research AnalystDallas, TX , United States
Jack Marecki
Jack Marecki
Senior AnalystNew York, NY , United States
Jose Angel
Jose Angel
AVP TraderHouston, TX , United States
Justin Taylor
Justin Taylor
Research AssociateHouston, TX , United States
Kimberly Mastrangeli
Kimberly Mastrangeli
VP TraderTraverse City, MI , United States
Kyle Martin
Kyle Martin
VP, Research Analyst and Portfolio ManagerDallas, TX , United States
Maria Asher
Maria Asher
Vice President, Senior Portfolio ManagerHouston, TX , United States
Matt Lockridge
Matt Lockridge
SVP, Head of U.S. Value and Senior Portfolio ManagerDallas, TX , United States
Showing 1-10 of 22 team members