Senior Investment Analyst

Employer
WEI
Location
Washington DC
Salary
Up to $110,000 per year + benefits
Posted
Oct 13, 2020
Closes
Nov 12, 2020
Ref
Senior Investment Analyst
Job Function
Other
Employment Type
Full Time
Education
Bachelors

About the team

Walton Investment Team is a dynamic and growing team that specializes in managing family investments and foundations. Our talented team is based in Washington, DC and collaborates with colleagues in offices around the country. We work cohesively as a team to develop and implement strategies for our clients. We are seeking to expand and grow our team with skillful and qualified talent.

What you will do

  • Contribute to the research and decision-making process behind investments, asset allocation and overall portfolio structure
  • Review financial and ESG performance of existing portfolio managers, and evaluate new managers
  • Provide general support to the entire investment process, including creating financial analysis and models of potential investments as part of due diligence, drafting memos on the strengths and risks of potential investments, undertaking competitive analyses, and completing and presenting research and landscaping of new and existing investment areas, theses, and policies
  • Support the development of a range of client deliverables

Who we are looking for

You will need self-direction and decisiveness combined with flexibility and a capacity to give and receive feedback graciously.  You possess superior analytical skills and a proven ability to be an effective team member.  This is a great opportunity for someone looking to advance their career, in a high growth operation with exposure to impact investing. The ideal candidate will be someone who has completed an analyst program at an investment bank, investment fund or management consulting company with 2-4 years of work experience within the field.

Basic qualifications required for this role

  • Bachelors’ degree in economics, finance, or related field
  • Up to 4 years of work experience, ideally in roles with significant project leadership and analytical responsibilities in related industries (e.g. investment banking, investment fund, management consulting)
  • Strong technical skills, including knowledge and use of Microsoft Word, Excel, PowerPoint and Outlook

Characteristics needed to support your success

  • Ability to meet deadlines, prioritize assignments, and multi-task
  • Attention to detail
  • Intellectual agility, ability to analyze and think critically
  • Strong quantitative and research capabilities
  • Excellent written and oral communication skills, including quickly researching and synthesizing unfamiliar topics
  • Comfort in conducting analyses in Excel and presenting complex concepts in PowerPoint
  • Problem identification and resolution
  • Work independently with moderate to no supervision
  • Collaborative team player
  • Adaptability to a rapidly changing environment, including reprioritization or reassignment of responsibilities
  • Interest in and / or experience with both private and public investments, capital markets or related quantitative fields
  • Demonstrated passion for social impact and impact investing

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