Walton Enterprises is seeking a qualified Investment Analyst to join the Walton Investment Team, reporting to the Managing Director of Private Investments. 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 investment funds and direct investments.
About the Position
Youll join a top-notch team and work cohesively as a team to develop and implement strategies for our clients.
What you will do
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 private investments. The ideal candidate will be someone who has previous experience at an investment bank, investment fund or management consulting company with 1-4 years of work experience within the field.
Responsibilities
Contribute to the research and decision-making process behind investments, asset allocation and overall portfolio structure
Review financial and 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 seeking
Qualifications required for your success
Bachelors degree in economics, finance, or related field
One to four 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
Walton Enterprises also supports the pursuit of CFA, CAIA, and other professional designations
Additional Helpful Experience Includes>
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, drafting reports in Word and everyday use of Outlook
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
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
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 Waltons 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
Bachelors degree in economics, finance, or related field
One to four 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
Walton Enterprises also supports the pursuit of CFA, CAIA, and other professional designations
