Analyst, Investments

Role overview

Walton Enterprises is hiring an Investment Analyst to join the Walton Investment Team in Washington, DC. The role supports a collaborative investment office that manages family assets and foundation portfolios. The team is looking for someone with a strong interest in investments and capital markets who works well in a team setting. Candidates with an investment-focused internship or analyst program, or those with 0 to 2 years of experience in the investment industry, are especially suited to this position.

About the team

The Walton Investment Team is a growing group focused on managing family investments. Team members are based in Bentonville, AR, Washington, DC, and Denver, CO. The group works together to shape, execute, and monitor investment strategy across portfolios.

What this role involves

This position supports senior colleagues with research, recommendations, portfolio oversight, asset allocation, investment activity, and reporting for family clients. The analyst will evaluate opportunities across multiple asset classes, with a primary focus on private investments and also including hedged and long-only strategies. The work combines quantitative and qualitative analysis, along with the ability to explain findings clearly to different audiences. The role also includes manager research and due diligence as part of ongoing portfolio monitoring.

Key responsibilities

• Help review and perform due diligence on investment managers across several asset classes
• Assist with portfolio management work such as asset allocation analysis, portfolio construction, implementation, and monitoring
• Create and deliver investment reports and performance summaries for internal stakeholders and client audiences
• Analyze investment strategies, portfolio exposures, and market conditions using both quantitative and qualitative methods
• Build and maintain models, tools, and databases that support investment decisions and risk review
• Coordinate transactions, reporting, and reconciliations with operations and accounting partners
• Support investment policy work and ongoing improvements to portfolio monitoring and rebalancing processes
• Work with colleagues across departments on presentations, analytics, and special project materials
• Research economic and market trends and translate findings into useful insights for the team
• Take part in process improvements that strengthen reporting accuracy and workflow efficiency

Skills and qualifications

Applicants should hold a bachelor’s or graduate degree with strong academic performance. An investment-related background is helpful, though candidates from economics, accounting, finance, business, or STEM are also welcome. The company expects comfort with investment finance concepts, quantitative work, and investment operations.

Relevant experience in the investment industry or a related field is preferred, particularly where the work involved analytical responsibility, project leadership, and close attention to detail. Strong technical ability is important, especially with Microsoft Excel, Word, and PowerPoint, as well as AI tools.

The organization also encourages the pursuit of the CFA designation and other related professional credentials.

Additional helpful experience

• Ability to manage priorities, stay organized, and finish work ahead of deadlines
• Strong accuracy and attention to detail
• Excellent written and verbal communication, including the ability to simplify complex ideas
• Interest in pursuing the CFA designation or another relevant professional credential
• Genuine curiosity about investments and financial markets

Personal attributes

• Exercises discretion and integrity while acting as a trusted partner to principals and colleagues
• Works collaboratively and respectfully in a team-oriented environment
• Shows curiosity, bold thinking, and a willingness to learn, including adopting new technologies in workflows
• Stays focused on results and uses sound judgment when making decisions
• Thinks strategically and brings a forward-looking perspective
• Is committed to excellence and contributes actively to shared goals

Offer conditions

All employment offers depend on the successful completion, where allowed by state law, of a confidentiality agreement and a background check. On the first day of work, the selected candidate must provide valid identification proving authorization to work in the United States.

Compensation and benefits

The annual pay range for this role is $89,000 to $111,000. Walton Enterprises provides a comprehensive benefits package that includes medical, dental, and vision coverage, a 401(k) retirement plan, and paid time off.

About Walton Enterprises

Walton Enterprises supports the personal, philanthropic, and business activities of the Walton family. The organization is family-led and supports multiple generations of the Sam and Helen Walton family.

The company values trust, mutual respect, and a workplace where every associate belongs and can do their best work. It brings together people with different backgrounds and viewpoints, supports employee growth, and encourages meaningful contribution. Walton Enterprises is an equal opportunity employer and does not discriminate or tolerate harassment on any protected basis.