Walton Enterprises is seeking a qualified Senior Investment Analyst to join the Walton Investment Team. 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 and public investments creating social impact.
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 Position
Walton Investment Team is a dynamic and growing team that specializes in managing family investments and foundations. Our talented team is based in Washington, D.C. and collaborates with colleagues in offices around the country. We work cohesively as a team to develop and implement strategies for our clients. We are seeking to expand and grow our team with skillful and qualified talent.
What you will do
Responsibilities
Contribute to the research and decision-making process behind investments, asset allocation and overall portfolio structure
Review financial and ESG 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 looking for
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 impact investing. The ideal candidate will be someone who has 2-4 years’ work experience in management consulting, investment banking or at an investment fund.
Qualifications required for your success
Bachelors’ degree in economics, finance, or related field
Up to 4 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
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 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
Comfortable with conducting analyses in Excel and presenting complex concepts in PowerPoint
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
Demonstrated passion for social impact and impact investing
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.
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
Bachelors’ degree in economics, finance, or related field
Up to 4 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
