Walton Enterprises is seeking a skilled, highly motivated, and entrepreneurial individual to join the team as a Senior Operations Analyst in our Washington DC office. The successful candidate will be responsible for supporting a dynamic investment office managing family investments and foundations.
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 Enterprises is seeking a qualified 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 that manages family investments and foundations. We are looking for individuals who are interested in investments, analytics, reporting, and are comfortable working in a collaborative team environment. The ideal candidate will be someone who has worked in the investment field and/or has up to 5 years of applicable work experience.
What you will do
You will support Managers and Directors on both the Operations and Investment teams in overseeing performance reporting and workflow processes and will participate in aspects of the oversight of the data systems and vendor relationships. The position involves quantitative analysis with strong analysis skills. This is a great opportunity to gain broad industry exposure to a fast-growing, institutional investment team that serves one of the largest philanthropic families in the world.
Responsibilities
Work closely with various departments in the firm (accounting, technology) to ensure smooth workflow, capture, and reporting of data
Ensure data (valuations, cash flows, transactions) are gathered in a correct timely manner
Participate in oversight of counterparties e.g., investment custodians and data systems
Provide support and training to colleagues related to systems, workflow, data management processes, and reporting requirements.
Participate in developing the firm’s reporting strategy.
Enhance and expand the operational policies and procedures to ensure best practices.
Who we are looking for
Qualifications required for your success
Bachelor’s or graduate degree with a record of high academic achievement. Backgrounds may vary; however, candidates must be comfortable with basic financial concepts and enjoy both report design and quantitative work. Typical backgrounds might include economics, accounting, finance, business, or mathematics.
Up to 5 years of work experience, ideally in roles with client service, project leadership, and analytical responsibilities (e.g., valuations and performance reporting).
Strong technical computing skills, including knowledge of Microsoft Word, Excel, PowerPoint, and Outlook as well as a general understanding of databases. Prior experience with accounting systems a plus.
Additional Helpful Experience Includes
Ability to meet deadlines, prioritize assignments, multi-task, and effectively manage their own time
Attention to detail, intellectual agility, ability to think critically
Experience in multi-asset classes
Comfort with large data projects, onboarding and implementing enterprise data systems
Skilled with problem identification and resolution
Excellent written and oral communication skills
Ability to work independently and self-direct status reports to supervisor/senior staff
Adaptable to changing priorities, including reassignment of responsibilities
Interest and/or experience in investment management, trading, and financial metrics
Personal attributes that support your success
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
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 or graduate degree with a record of high academic achievement. Backgrounds may vary; however, candidates must be comfortable with basic financial concepts and enjoy both report design and quantitative work. Typical backgrounds might include economics, accounting, finance, business, or mathematics.
Up to 5 years of work experience, ideally in roles with client service, project leadership, and analytical responsibilities (e.g., valuations and performance reporting).
Strong technical computing skills, including knowledge of Microsoft Word, Excel, PowerPoint, and Outlook as well as a general understanding of databases.
