Senior Investment Analyst

Job Title

Senior Investment Analyst

Job Description

About the Role
Walton Enterprises is seeking a qualified Senior Investment Analyst to join the Walton Investment Team, reporting to the Managing Director of Impact Investing. The successful candidate will be responsible for supporting a growing investment office managing family investments and foundations, with a focus on a range of private and public investments creating social impact.

About the Team
Walton Investment Team is a dynamic and growing team that specializes in managing family investments and foundations. Our talented team is based in Washington, DC and collaborates with colleagues in offices around the country. We work cohesively as a team to develop and implement strategies for our clients. We are seeking to expand and grow our team with skillful and qualified talent.

What You Will Do
• Contribute to the research and decision-making process behind investments, asset allocation and overall portfolio structure
• Review financial and ESG performance of existing portfolio managers, and evaluate new managers
• Provide general support to the entire investment process, including creating financial analysis and models of potential investments as part of due diligence, drafting memos on the strengths and risks of potential investments, undertaking competitive analyses, and completing and presenting research and landscaping of new and existing investment areas, theses, and policies
• Support the development of a range of client deliverables

Who we are looking for
You will need self-direction and decisiveness combined with flexibility and a capacity to give and receive feedback graciously. You possess superior analytical skills and a proven ability to be an effective team member. This is a great opportunity for someone looking to advance their career, in a high growth operation with exposure to impact investing. The ideal candidate will be someone who has completed an analyst program at an investment bank, investment fund or management consulting company with 2-4 years of work experience within the field.

Basic qualifications required for this role
• Bachelors’ degree in economics, finance, or related field
• Up to 4 years of work experience, ideally in roles with significant project leadership and analytical responsibilities in related industries (e.g. investment banking, investment fund, management consulting)
• Strong technical skills, including knowledge and use of Microsoft Word, Excel, PowerPoint and Outlook

Characteristics needed to support your success
• Ability to meet deadlines, prioritize assignments, and multi-task
• Attention to detail
• Intellectual agility, ability to analyze and think critically
• Strong quantitative and research capabilities
• Excellent written and oral communication skills, including quickly researching and synthesizing unfamiliar topics
• Comfort in conducting analyses in Excel and presenting complex concepts in PowerPoint
• Problem identification and resolution
• Work independently with moderate to no supervision
• Collaborative team player
• Adaptability to a rapidly changing environment, including reprioritization or reassignment of responsibilities
• Interest in and / or experience with both private and public investments, capital markets or related quantitative fields
• Demonstrated passion for social impact and impact investing

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 & Helen Walton’s family.

WIT, LLC is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.

Basic Qualifications

• Bachelors’ degree in economics, finance, or related field
• Up to 4 years of work experience, ideally in roles with significant project leadership and analytical responsibilities in related industries (e.g. investment banking, investment fund, management consulting)
• Strong technical skills, including knowledge and use of Microsoft Word, Excel, PowerPoint and Outlook