Analyst, Investments

Walton Enterprises is seeking a qualified Investment Analyst to join the Walton Investment Team (WIT) in Washington D.C. The successful candidate will be responsible for supporting a dynamic investment office managing family investments and foundation portfolios. We are looking for individuals who are interested in investments capital markets and are comfortable working in a collaborative team environment. The ideal candidate will be someone who has completed an investment-related internship or analyst program and/or has at least 0 to 2 years of investment industry experience.

About the Position

Walton Investment Team is a dynamic and growing team that specializes in managing family investments. Our talented team is located in Bentonville AR Washington DC and Denver CO. We work collaboratively to develop implement and oversee investment strategies. We are seeking to expand and grow our team with skilled and qualified talent.

What you will do

The Analyst Investments supports senior team members in overseeing research recommendations and monitoring portfolio management asset allocation investment activities and reporting to family clients. This role is responsible for analyzing and evaluating investment opportunities across a wide range of asset classes including principally private investments but also hedged strategies as well as long only ones. The position requires both quantitative and qualitative analysis as well as the ability to clearly articulate and communicate results to various audiences. The analyst also contributes to manager research and due diligence as part of the ongoing monitoring of investment portfolios.

Responsibilities

• Assist in the evaluation and due diligence of investment managers across multiple asset classes
• Support portfolio management activities including asset allocation analysis portfolio construction implementation and monitoring
• Prepare and present investment reports and performance summaries for internal and client-facing use
• Conduct quantitative and qualitative analysis of investment strategies portfolio exposures and market conditions
• Develop and maintain models tools and databases to support investment decision-making and risk assessment
• Coordinate investment transactions reporting and reconciliations with operations and accounting teams
• Contribute to investment policy development and ongoing refinement of processes for monitoring and rebalancing portfolios
• Collaborate with colleagues across departments to prepare presentations analytics and special project materials
• Research and synthesize insights on economic and market trends for the investment team
• Support process improvement initiatives that enhance reporting accuracy and workflow efficiency

Who we are looking for

Skills needed

• Investment Research & Monitoring
• Investment Portfolio Management
• Financial Reporting
• Investment Advisory
• Investment Regulations & Compliance

Qualifications required for your success

• Bachelors or graduate degree with a record of high academic achievement. Backgrounds may vary; however candidates must be competent in investment finance concepts and enjoy quantitative as well as investment operations work. While no background in business finance or accounting is required typical backgrounds include economics accounting finance business or STEM.
• Investment industry or related experience ideally in roles with significant project leadership and analytical responsibilities where attention to details is essential
• Strong technical and computing skills including excellent command of the Microsoft Office suite of productivity tools (Microsoft Excel Word and PowerPoint) as well as AI tools.
• Walton Enterprises encourages the pursuit of Chartered Financial Analyst (CFA) designation and other related professional designations

Additional Helpful Experience Includes

• Ability to meet goals ahead of deadlines prioritize assignments and multi-task
• Keen attention to detail and accuracy
• Excellent written and oral communication skills demonstrated by ability to distill complex concepts into concise plain English
• Demonstrated desire to pursue the Chartered Financial Analyst (CFA) designation or other related professional designations a plus
• Sincere interest in and/or experience in investments and financial markets

Personal attributes that support your success

• Demonstrates discretion integrity and expertise while serving as a trusted advisor to principals and colleagues.
• Collaborates respectfully and effectively with others contributing to a supportive team-oriented environment.
• Approaches challenges with curiosity bold thinking and a commitment to continuous learning and innovation. Is willing to incorporate and innovate with new technologies into workflows.
• Maintains a strong focus on results consistently exercising sound judgment and decision-making.
• Brings a visionary mindset planning strategically for the future with imagination and insight.
• Committed to excellence and actively engages with others to accomplish shared goals.

All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement and background addition you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work.

Benefits Information

Compensation Range: $89000 - $111000

Benefits Information: We offer a comprehensive and generous benefits package which includes medical dental and vision insurance a 401(k)-retirement plan and paid time off.

About Walton Enterprises

Walton Enterprises supports the personal philanthropic and business activity for the Walton family. We are a family-led organization supporting multiple generations of Sam and Helen Waltons family.

We value trust mutual respect and a workplace where every associate belongs and can do their best work. We bring together talented people with different backgrounds and viewpoints support their growth and empower them to contribute meaningfully.

We are an equal opportunity employer committed to a workplace that is free of discrimination and harassment of any kind. All applicants receive consideration for employment without regard to race religion color national origin sex sexual orientation gender identity age veteran status genetic information or any other status protected by the laws or regulations in the locations where we operate.