Analyst, Investments

Role Overview

Position : Analyst, Investments

Department : WIT, LLC Location : Bentonville, AR

Classification : Full time; exempt

Required for Application

Resume and Cover Letter

About the Position

Walton Enterprises is seeking a qualified Investment Analyst to join the Walton Investment Team ("WIT") in Bentonville, Arkansas. The successful candidate will be responsible for supporting a dynamic investment office managing family investments and foundation portfolios. We are looking for individuals who are interested in investments, capital markets, and are comfortable working in a collaborative team environment. The ideal candidate will be someone who has completed an investment-related internship or analyst program and / or has at least 0 to 2 years of investment industry experience.

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

You will support our senior team members in overseeing portfolio management, asset allocation, investment activities, and reporting to family clients. You will analyze and evaluate portfolios with exposure to various asset classes. The position involves quantitative and qualitative analysis, with a strong ability to articulate and communicate results to different audiences. The analyst may also have exposure to manager research and due diligence as part of the ongoing monitoring of the investment portfolios.

Responsibilities

• Support team members on all aspects of the Portfolio Management process (asset allocation, Investment Policy Statement development, portfolio construction, strategy implementation, portfolio monitoring, rebalancing, and risk management)
• Prepare and present a broad range of customized analyses and deliverables, including regular performance and capital markets updates, client portfolio updates, portfolio analysis and recommendations, and other client presentation materials
• Support the development of a range of deliverables in conjunction with other teams across the family office
• Coordinate transactions, performance reporting, and other operational tasks with operations colleagues

The Successful Candidate

Qualifications required for your success

Additional qualifications

Personal attributes that support your success

Benefits Information

Compensation Range : $86,000 - $107,000

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 and Helen Walton's family.

We value trust, mutual respect, and a workplace where every associate belongs and can do their best work. We bring together talented people with different backgrounds and viewpoints, support their growth, and empower them to contribute meaningfully.

We are an equal opportunity employer committed to a workplace that is free of discrimination and harassment of any kind. All applicants receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, genetic information, or any other status protected by the laws or regulations in the locations where we operate.