Walton Enterprises is seeking a Trading/Operations Associate to assist Head Trader and team on the trading desk. This is excellent opportunity to gain exposure to trade construction, execution, and settlement/custody process. This is a hybrid role focusing on both trading and operations support, with participation in ad hoc projects; successful Associates may have the opportunity to advance into an Assistant Trader position.
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
What you will do
Responsibilities
Work closely with various departments within the firm, ensuring smooth process and accurate implementation of investment decisions
Assist Head Trader with daily and periodic tasks
Provide support for trading activity (equities, ETFs, fixed income, etc.) and account maintenance in coordination with investment policies/guidelines
Trade reconciliation: daily allocation and settlement of trades in a timely manner
Maintain accurate portfolio accounting for all clients/accounts within internal systems
Identify and evaluate value-add opportunities regarding trade/operations process
Who we are looking for
Qualifications required for your success
Bachelor’s degree or equivalent
2+ years of relevant work experience in a trading/operations environment
Experience with OMS and custody portals
Additional Helpful Experience Includes
Strong Excel and Bloomberg skills are a plus
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 Demonstrated use of consistently good judgment and discretion in managing and protecting highly confidential information
Ability to communicate in a clear and concise manner
Adaptability to a rapidly changing environment
Ability to meet deadlines, prioritize requests, and work independently
Team-oriented personality and positive attitude
Attention to detail
Unquestionable ethics and integrity
All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement and background check. 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
Bachelor’s degree or equivalent
2+ years of relevant work experience in a trading/operations environment
