Senior Advisor, Investments

Walton Enterprises is seeking an experienced, highly motivated candidate to join the Walton Investment Team ("WIT") as a Senior Advisor, Investments in Bentonville, AR.

The successful candidate will participate in all aspects of multi-asset class portfolio management as part of a growing investment office. We are looking for individuals with strong client-facing and communication skills who are interested in investments, capital markets, and are comfortable working in a collaborative team environment.

About the Position

The Senior Advisor, Investments plays a critical leadership role in managing diversified, multi-asset portfolios on behalf of the Walton family and affiliated foundations. This position partners with senior leadership and family members to oversee portfolio construction, risk management, investment selection, and performance monitoring. The Senior Advisor will engage directly with internal stakeholders, external advisors, and external investment professionals to execute investment strategies aligned with the family's long-term financial and philanthropic objectives.

What You Will Do

Responsibilities Include:

All aspects of portfolio management, from development of investment policy to portfolio construction and day-to-day management of investments and transactions.
• Creation and presentation of written materials focused on investment and financial issues.
• Team collaboration on the quantitative and qualitative analysis of items such as portfolios, investments, and capital markets.
• Synthesis of information provided by, and coordinating the efforts of, third-party providers including external consultants, tax, and legal.
• Working across the firm on complex projects.

For Whom We are Looking

Qualifications required for your success

• Ten or more years of relevant experience and appropriate investment and capital markets knowledge.
• Knowledge of a range of asset classes, portfolio types, tax requirements, and investment strategies.
• Demonstrated project management, problem solving, and analytical skills.
• Superior relationship and client management skills.
• Excellent oral and written communication skills.
• An ability to work independently and in teams.
• Understanding of multi-asset trade cycles and corresponding operational processes including marketable securities, private equity, and private investments.
• Ability to multi-task and lead several projects simultaneously in a fast-paced environment with competing priorities.
• Strong problem-solving skills identifying and resolving complex issues in an effective and time sensitive manner.
• Manage highly confidential and sensitive information with the utmost discretion.
• Family office experience preferred.
• Bachelor's degree required. Graduate degree or applicable certification preferred (M.S., Ph.D., MBA, JD, CFA).

Personal attributes that support your success

• Ability to act as a trusted advisor to principals and colleagues while demonstrating expertise and integrity.
• You are helpful, a team player, and show respect while collaborating with others.
• Attention to detail.
• Intellectual curiosity and agility.
• Strong critical thinking, analytical, problem solving, and project management skills
• Interest and drive to mentor and develop both subordinates and peers.
• Strong capacity to collaborate with diverse teams in multiple geographic locations, as well as with internal and external stakeholders.
• Ability to meet deadlines, prioritize assignments, and multi-task.
• Strong communication skills. Able to articulate ideas, communicate tactfully, and give and receive feedback.
• Adaptability to a rapidly changing environment, including reprioritization or reassignment of responsibilities.
• You are results-oriented and exercise sound judgment in your work.
• A lifelong learner, who is inquisitive and solves problems with bold thinking and innovation.
• You are dedicated to achieving excellence and working with others to tackle the tasks at hand.

All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement and background check. In addition, you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work.

Benefits Information

Compensation commensurate with previous experience.

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 & 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.