Senior Analyst, Investments

Job Title

Senior Analyst, Investments

Job Description

The Walton Investment Team (“WIT”) is seeking a Senior Analyst to support the execution of direct and impact investments.

About the Position
The successful candidate will be responsible for financial modeling, due diligence, investment execution, and monitoring of investments across all asset classes—including social impact, venture capital, equity, debt, real estate, and infrastructure investments.


What you will do

Responsibilities
• Build models for specific direct investment opportunities
• Perform quantitative and qualitative analysis of investment opportunities, including company analysis, market and competitive analysis, analysis of investment merits and considerations, management benchmarking, evaluation of company and investment structure, and returns analysis
• Produce written and presentation materials to communicate the above investment analysis to our Executive Principals
• Obtain the third-party analyses—external consultants, tax, legal etc.—and Executive Principal approvals required to execute investments
• Provide ongoing monitoring and oversight of existing investments, including analyzing financial figures received, responding to follow-on capital raises and other corporate actions, and exiting investments
• Perform other duties as required and necessary to accomplish goals and objectives


Who we are looking for

Qualifications required for your success
• University or self-directed coursework in accounting, finance, or investments
• A course in financial modeling for investments
• 1-2 years of work experience in investments
• Advanced Microsoft Excel and PowerPoint skills

Preferred Qualifications
• Experience in financial modeling for investments through an investment bank Analyst training program
• Work experience at an investment bank

Personal attributes that support your success
• Ability to act as a trusted advisor to principals and colleagues while demonstrating expertise and integrity
• You are helpful, a team player, and show respect while collaborating with others
• You are results oriented and exercise sound judgment in your work
• A lifelong learner, who is inquisitive and solves problems with bold thinking and innovation
• A visionary who plans for the future with imagination and wisdom
• You are dedicated to achieving excellence and work with others to tackle the tasks at hand


Hiring Process
After initial interviews and a preliminary one-hour modeling exam, qualified candidates will be invited (on a rolling basis until the position is filled) to complete a substantial take-home case study designed to assess the degree to which they meet the basic qualifications for the role. Candidates who successfully complete the case study will be invited to a final round super-day—either by video conference, or in-person if circumstances permit.

About WIT, LLC
Based in Washington, DC, WIT, LLC is the investment arm of a family office that manages accounting, investments, compliance, property management, legal support, and other services on behalf of its Executive Principals.

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

• University or self-directed coursework in accounting, finance, or investments
• A course in financial modeling for investments
• 1-2 years of work experience in investments
• Advanced Microsoft Excel and PowerPoint skills