Senior Analyst, Investment Operations

Overview

  Walton Enterprises is seeking a skilled, highly motivated and entrepreneurial individual to join the team as a Senior Analyst, Investment Operations.   Our Commitment to Diversity, Equity, Inclusion and Belonging   We believe every associate should have access to success. Creating an environment centered on trust, respect, and bringing people together is critical to this belief.    - Our aspirations are as follows: Create an environment where we hire, retain and bring to the table people with diverse backgrounds, viewpoints and lived experiences to create a more successful organization.   - Ensure fairness, equity and access to success for all of our associates. - Create an inclusive workplace where everyone feels valued, safe, able to engage honestly.  About the Team Walton Investment Team is a dynamic and growing team that specializes in managing family investments. Our talented team is located in Bentonville, AR, Washington, DC, and Denver, CO. We work collaboratively 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   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 - Experience working with trusts and trust administrators, including coordination of trust distributions, communication with fiduciaries and legal counsel, and an understanding of trust structures, governance, and compliance requirements.   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 - Experience in a customer service environment - 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  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.   Benefits Information   Compensation Range: $109,000 - $136,000   Benefits Information: We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401(k) retirement plan and paid time off.   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.