VC Analyst @ Walton Enterprises in Bentonville, AR

Walton Enterprises; Bentonville (AR); On-site; USD 86,000 - 107,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) retirement plan

Paid time off

Job summary

VC Stack is seeking a qualified Investment Analyst to join the Walton Investment Team in Bentonville, AR. In this role, you will support portfolio management, asset allocation, and investment reporting while collaborating with a diverse team.

The ideal candidate holds a Bachelor’s degree and has 0 to 2 years of experience in the investment industry. A strong competency in financial concepts and tools like Microsoft Excel and PowerBI is essential for success.

Qualifications

• 0 to 2 years of investment industry experience.
• Ability to present analyses and results concisely.
• Competent in both quantitative and investment operations work.

Responsibilities

• Support portfolio management and asset allocation.
• Prepare investment analyses and client presentation materials.
• Coordinate operational tasks with colleagues.

Skills

Investment finance concepts

Microsoft Excel

Quantitative analysis

Communication skills

Attention to detail

Education

Bachelor’s or graduate degree

Tools

Microsoft Office Suite

PowerBI

Tableau

Job description

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.

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

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

Qualifications required for your success

• Bachelor’s or graduate degree with a record of high academic achievement. Backgrounds may vary; however, candidates must be competent in investment finance concepts and enjoy quantitative as well as investment operations work. While no background in business, finance or accounting is required, typical backgrounds include economics, accounting, finance, business, or STEM.
• Investment industry or related experience, ideally in roles with significant project leadership and analytical responsibilities where attention to details is essential
• Strong technical and computing skills, including excellent command of the Microsoft Office’ suite of productivity tools (Microsoft Excel, Word, and PowerPoint)
• Walton Enterprises encourages the pursuit of Chartered Financial Analyst (CFA) designation, and other related professional designations

Additional qualifications

• Ability to meet goals ahead of deadlines, prioritize assignments, and multi-task
• Keen attention to detail and accuracy
• Excellent written and oral communication skills, demonstrated by ability to distill complex concepts into concise, plain English
• Knowledge of computer programing in Visual Basic, Python or R a plus
• Experience with advanced reporting tools such as PowerBI or Tableau a plus
• Demonstrated desire to pursue the Chartered Financial Analyst (CFA) designation or other related professional designations a plus
• Sincere interest in and/or experience in investments and financial markets

Personal attributes that support your success

• You are an avid learner, not afraid to ask questions and take accountability
• You are a self-starter who is proactive and can work autonomously as needed
• You are helpful, a team player, and show respect while collaborating with others
• You are highly organized and can work with the team to prioritize the workload
• You are results-oriented and exercise sound judgment in your work
• You are dedicated to achieving excellence and work with others to tackle the tasks at hand
• You are flexible with changing priorities, including reassignment of tasks and deadlines

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.

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.