Walton Enterprises, Inc. (WEI) is seeking a qualified Investment Operations Senior Analyst. The Investment Operations Senior Analysts 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 advise on investment recommendations and to determine how to best implement those recommendations. 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.
About the Position
The ideal candidate has a background in investments and is engaged and interested in the operational aspects of constructing an investment portfolio and motivated to support the investment team. Successful Senior Analysts are able to analyze information and make informed decisions using knowledge of investments and the client portfolios. They exhibit strong organizational skills, proactively complete work, prioritize tasks, and manage time well, and they are comfortable communicating with individuals at all levels of tenure.
What you will do
Responsibilities
Analyze information relating to accounts, investments, or portfolio structure and help investment team make decisions from an operational standpoint
Determine processes necessary for implementing investment decisions and coordinate with Investment Operations Analysts to complete transactions and projects
Coordinate with Investment Team, fund managers, and legal counsel to negotiate and complete legal reviews, side letters, and contracts relating to investments
Serve as a point of contact for third-party stakeholders, such as fund managers, fund administrators, and the custodian bank and respond to questions and complete requests related to client portfolios, delegating where appropriate
Coordinate workflow of Investment Operations Analysts and maintain oversight of transactions and Operations projects to ensure all are completed as planned. Review Analysts work to ensure accuracy of transaction documents
Review monthly and quarterly performance reports to accuracy. Coordinate with performance reporting group to provide timely and accurate updates and information regarding changes to client portfolios
Monitor transaction records, share class information, and manager liquidity provisions on behalf of all client portfolios
Utilize manager/custodian websites to monitor client transactions and cash flows
Utilize internal and external resources to support client activities
Maintain awareness of current investment themes and client interests
Review documentation and maintain correspondence.
Who we are looking for
Qualifications required for your success
2+ years of experience in investment operations or investor relations, or a related field
Demonstrated ability to think critically and make informed decisions
Proactive attitude, desire to learn, ability to self-direct work, eagerness to contribute to team success
Strong analytical and organizational abilities
Ability to work in a time-sensitive environment and balance competing priorities
Exceptional written and oral communication skills
Able to learn quickly and adapt to new challenges
Exhibit professional, focused, and disciplined approach to work responsibilities
Experience in Adobe Acrobat and Microsoft Office Suite, including Excel, Outlook, and Word
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
2+ years of experience in investment operations or investor relations, or a related field
Demonstrated ability to think critically and make informed decisions
Proactive attitude, desire to learn, ability to self-direct work, eagerness to contribute to team success
Strong analytical and organizational abilities
Ability to work in a time-sensitive environment and balance competing priorities
Exceptional written and oral communication skills
Able to learn quickly and adapt to new challenges
Exhibit professional, focused, and disciplined approach to work responsibilities
Experience in Adobe Acrobat and Microsoft Office Suite, including Excel, Outlook, and Word
