Walton Enterprises is seeking an experienced, highly motivated candidate to join the Walton Investment Team (“WIT”) as an Investment Director in Washington, DC.
The successful candidate will support senior Directors and participate in all aspects of multi-asset class portfolio management as part of growing investment office. We are looking for individuals with strong client facing and communication skills who are interested in investments, capital markets, and are comfortable working in a collaborative team environment.
Our Commitment to Diversity, Equity, Inclusion and Belonging
We are committed to embedding diversity, equity, and inclusion throughout the organization to foster an environment where all associates THRIVE and belong. We do this by creating:
A culture committed to continuous learning that recognizes and values differences.
An environment of respect and connection to learn from the richness of identities, experiences, and perspectives.
Fair access for all to opportunities for growth and advancement.
About the Team
Walton Investment Team is a dynamic and growing team that specializes in managing family investments and foundation portfolios. Our talented team is based in Washington, DC and collaborates with colleagues in offices around the country. The organization is currently working remotely during the Covid pandemic.
What You Will Do
Responsibilities include:
All aspects of portfolio management, from development of investment policy to portfolio construction and day-to-day management of investments and transactions
Creation and presentation of written materials focused on investment and financial issues
Team collaboration and supervision of junior analysts on the quantitative and qualitative analysis of items such as portfolios, investments, and capital markets
Synthesis of information provided by, and coordinating the efforts of, third-party providers including external consultants, tax, and legal
Working across the firm on complex projects
Who We Are Looking For
Qualifications required for your success
Five or more years of relevant experience and appropriate investment and capital markets knowledge, including the supervision of junior analysts
Knowledge of a range of asset classes, portfolio types, tax requirements, and investment strategies
Demonstrated project management and analytical skills, including problem solving and strong Excel skills
Superior relationship and client management skills
Excellent oral and written communication skills
An ability to work independently and in teams
Understanding of multi-asset trade cycles and corresponding operational processes including marketable securities and private investments
Ability to multi-task and lead several projects simultaneously in a fast-paced environment with competing priorities
Can identify and resolve complex issues in an effective and time sensitive manner
Manage highly confidential and sensitive information with the utmost discretion
Personal attributes that will support your success
Attention to detail
Intellectual curiosity and agility
Strong critical thinking, analytical, problem solving, and project management skills
Interest and drive to mentor and develop junior colleagues and peers
Strong capacity to collaborate with diverse teams in multiple geographic locations, as well as with internal and external stakeholders
Ability to meet deadlines, prioritize assignments, and multi-task
Willing to articulate ideas, communicate tactfully, give and receive feedback graciously
Adaptability to a rapidly changing environment, including reprioritization or reassignment of responsibilities
Helpful, team player who shows respect while collaborating with others
Results-oriented and exercise sound judgment in your work
A lifelong learner who is inquisitive and solves problems with bold thinking and innovation
Dedicated to achieving excellence and working with others to tackle tasks at hand
All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement, background check, credit check, drug screen and verification of being fully vaccinated for COVID-19. Vaccination exemptions as a reasonable accommodation for a qualified disability or sincerely held religious belief can be discussed at the time of an offer. In addition, you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work.
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.
Walton Enterprises 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
Five or more years of relevant experience and appropriate investment and capital markets knowledge, including the supervision of junior analysts
Knowledge of a range of asset classes, portfolio types, tax requirements, and investment strategies
Demonstrated project management and analytical skills, including problem solving and strong Excel skills
Superior relationship and client management skills
Excellent oral and written communication skills
An ability to work independently and in teams
Understanding of multi-asset trade cycles and corresponding operational processes including marketable securities and private investments
Ability to multi-task and lead several projects simultaneously in a fast-paced environment with competing priorities
Can identify and resolve complex issues in an effective and time sensitive manner
Manage highly confidential and sensitive information with the utmost discretion
