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Analyst, Investment Operations - Washington, United States - WALTON ENTERPRISES & WALTON FAMILY FOUNDATION
Description
Analyst, Investment Operations
Job Locations
US-DC-Washington D.C.
Requisition ID
# of Openings
1
Category (Portal Searching)
Investment Management
Overview
Walton Enterprises is seeking a skilled, highly motivated, and entrepreneurial individual to join the team as an Investment Operations Analyst.
Successful candidate can sit in either the Washington DC or Bentonville, AR offices.
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 Position
Walton Enterprises is seeking a qualified Investment Operations Analyst. The Investment Operations Analyst primarily serves to implement the portfolio decisions recommended by the Investment Team. This involves completing documentation related to investments, maintaining accurate records of transactions, and developing a strong working knowledge of the clients and their portfolios. The role also requires a significant amount of both written and oral communication with and coordination between internal and external stakeholders. The work environment is fast-paced, and deadline driven. We will provide on-the-job training for this position.
About the Position
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.
Responsibilities
What you will do
The ideal candidate is engaged and interested in the operational aspects of implementing an investment portfolio and is motivated to support the investment team. Successful Analysts learn quickly, apply acquired knowledge to new situations, and demonstrate strong critical thinking skills and attention to detail. They exhibit excellent organizational skills, proactively complete work, manage time well, have keen attention to detail, and are comfortable communicating with individuals at all levels of tenure.
Responsibilities
- Act as liaison between clients, fund managers and administrators, custodian, investment team and internal staff to prepare, execute, and submit all documentation related to investments in client portfolios.
Qualifications
Who we are looking for
Qualifications required for your success
Personal attributes that support your success
All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement, background check and credit 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 We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401 (k) retirement plan and paid time off.
