Impact-Driven Investment Operations Analyst

WALTON ENTERPRISES & WALTON FAMILY FOUNDATION; Washington (District of Columbia); On-site; USD 82,000 - 103,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid time off

Job summary

Walton Enterprises is seeking a qualified Investment Operations Analyst to join the team in Washington, DC. The role focuses on implementing portfolio decisions, completing investment documentation, maintaining transaction records, and coordinating with internal and external stakeholders.

The successful candidate will learn quickly, work in a fast-paced, deadline-driven environment, and receive on-the-job training.

Qualifications

• Critical thinking with informed decision making.
• Proactive attitude and willingness to learn.
• Strong analytical and organizational abilities.
• Excellent written and oral communication.
• Experience in customer service.
• Ability to work under time pressure.
• Proficient with Adobe Acrobat and Microsoft Office.

Responsibilities

• Prepare, execute, and submit documentation related to investments.
• Review monthly and quarterly performance reports for accuracy.
• Coordinate with investment team on client portfolios.
• Collect and organize information on client portfolios.
• Support client and portfolio objectives via third-party communications.
• Complete ad hoc reports and requests.
• Monitor client transactions and cash flows using manager/custodian sites.
• Provide administrative support to client teams.
• Stay informed on current investment themes and client interests.

Skills

Critical thinking

Proactive attitude

Analytical skills

Attention to detail

Time management

Communication skills

Customer service

Tools

Adobe Acrobat

Microsoft Office

Job description

Walton Enterprises is seeking a qualified Investment Operations Analyst to join the team in Washington, DC. The role focuses on implementing portfolio decisions, completing investment documentation, maintaining transaction records, and coordinating with internal and external stakeholders.

The successful candidate will learn quickly, work in a fast-paced, deadline-driven environment, and receive on-the-job training.