Investment Operations Senior Analyst

Job Title

Investment Operations Senior Analyst

Job Description

Walton Enterprises is seeking a skilled, highly motivated, and entrepreneurial individual to join the team as an Investment Operations Senior Analyst.

 

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:

 

About the Position

Walton Enterprises, Inc. (WEI) is seeking a qualified Investment Operations Senior Analyst. The Investment Operations Senior Analyst’s primary function is to serve as an authority on all operational aspects of client portfolios. This involves coordinating with the Investment Team, WEI staff, legal counsel, and third-party stakeholders to and to determine how to best implement the investment team transaction requests and processing documentation to complete those requests. The Senior Analyst also directs and supports the Investment Operations Analysts’ work. The role requires a significant amount of both written and oral communication with and coordination between internal and external stakeholders. The work environment is fast-paced, and deadline driven.

 

What you will do

 The ideal candidate has a background in investment operations, is engaged and interested in the operational aspects of implementing an investment portfolio, and motivated to support the investment team. Successful Senior Operations Analysts analyze information and make informed decisions using knowledge of investment structures and the client portfolios. They exhibit strong organizational skills and a keen attention to detail, proactively complete work, prioritize tasks, and manage time well, and they are comfortable communicating with individuals at all levels of tenure.

Responsibilities

 

Who we are looking for

Qualifications required for your success

Personal attributes that support your success

 

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.

 

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 & 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