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Walton Enterprises is seeking a qualified Investment Associate/Analyst to join the Walton Investment Team (WIT), in Washington DC. The successful candidate will be responsible for supporting a dynamic and growing investment office managing family investments and foundations, with a focus on marketable manager research. The ideal candidate will be someone who has 2-4 years of work experience within the field.
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. Our talented team is located across Bentonville, AR, Washington, DC, and Denver, CO. We work as a team to develop, implement, and oversee investment strategies. We are seeking to expand and grow our team with skilled and qualified talent.
What you will do
You will support our Managing Directors in the sourcing and due diligence of external investment managers, with a focus on manager selection across public market asset classes. The position involves quantitative analysis with a strong qualitative component. This is a great opportunity to gain broad exposure to asset classes and investment strategies, while being exposed to the many facets of portfolio management.
Help to lead the research and decision-making process behind investments, asset allocation and overall portfolio structure
Help to lead the development and presentation of scalable investment strategies
Help to identify high-quality, proprietary investment prospects aligned with the family’s investment priorities and strategies
Perform quantitative and qualitative analysis of investment strategies, market and competitive analysis, analysis of investment merits and concerns, perform holdings and returns-based analysis
Produce written materials to communicate the above investment analysis to staff
Produce written reports for presentation to family members for use in making hiring/firing decisions for outside investment managers
Build and maintain relationships with existing external investment managers
Implement and oversee ongoing monitoring and oversight of existing external managers, including analyzing financial information received and responding to any news events as necessary
Who we are looking for
You will need self-direction and independence combined with flexibility and a capacity to give and receive feedback graciously.
Qualifications required for your success
Bachelors’ or graduate degree with a record of high academic achievement. Backgrounds may vary; however, candidates must be comfortable with basic financial concepts and enjoy quantitative work. While no educational background in finance or accounting is required, typical backgrounds might include economics, accounting, finance, business, mathematics, computer science.
Up to 4 years of work experience, ideally in roles with significant research and analytical responsibilities (e.g., investment management or research)
Strong technical and computing skills, including knowledge and use of Microsoft Word, Excel, PowerPoint, and Outlook; experience with analytics software such as FactSet, Bloomberg, and Evestment is preferred; R and Python a plus
Walton Enterprises supports and encourages the pursuit of CFA, CAIA, and other professional designations
Travel will be required for this position in order to conduct new and ongoing manager due diligence
Additional qualifications
Ability to meet deadlines, prioritize assignments, and multi-task
Intellectual agility, ability to think critically
Strong quantitative capabilities with demonstrated ability to execute complex financial analysis
Problem identification and resolution
Excellent written and oral communication skills
Ability to work independently with moderate to no supervision
Adaptability to a rapidly changing environment, including reprioritization or reassignment of responsibilities
Interest in and/or experience and fundamental understanding of capital markets, investment principles, and related financial metrics
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
Bachelors’ or graduate degree with a record of high academic achievement. Backgrounds may vary; however, candidates must be comfortable with basic financial concepts and enjoy quantitative work. While no educational background in finance or accounting is required, typical backgrounds might include economics, accounting, finance, business, mathematics, computer science.
Up to 4 years of work experience, ideally in roles with significant research and analytical responsibilities (e.g., investment management or research)
Strong technical and computing skills, including knowledge and use of Microsoft Word, Excel, PowerPoint, and Outlook; experience with analytics software such as FactSet, Bloomberg, and Evestment is preferred; R and Python a plus
Walton Enterprises supports and encourages the pursuit of CFA, CAIA, and other professional designations
Travel will be required for this position in order to conduct new and ongoing manager due diligence
