Portfolio Management Analyst Job at Walton Global Holdings, LLC
With more than 44 years of experience, Walton is one of North America’s leading land experts and a premier global real estate investment firm. Founded in 1979, Walton currently manages US$ 3.4 billion of real estate assets in the United States and Canada, with more than 81,000 acres throughout the southern smile of the United States.
Walton is currently looking for a full-time Portfolio Management Analystthat will work out of our global headquarters in Scottsdale, AZ. The Portfolio Management Analyst will be an integral part of the Finance team at Walton, helping to perform the analysis of present and future projects to help inform executive decision making. This role will have companywide portfolio management responsibilities while working alongside the land asset management, capital markets, operations, and corporate finance teams.
We are searching for a professional with strong analytical skills and a high attention to detail, along with developed communications and interpersonal skills.
This position will report directly to the Vice Presidents, Finance and Portfolio Management.
Responsibilities
· Create and maintain complex real estate acquisition, development, fund and investor distribution models
· Research and underwrite opportunities in a number of different markets across the United States
· Interact with internal and external stakeholders on a day-to-day basis
· Communicate project updates and facilitate financial distributions to our investors
· Conduct detailed analyses of company investments in order to develop portfolio optimization strategies
· Play a key role in new business development to strengthen Walton’s strategic partnerships
· Support fundraising efforts globally
Qualifications
· Bachelor’s Degree required in finance, business, accounting, or related field
· Advanced understanding of Excel modeling and other MS Office Suite applications
· Prior Financial modeling experience preferred
· Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting
· Exceptional written and oral communication skills
· Highly motivated with demonstrated ability to manage conflicting priorities and requests
· Excellent interpersonal skills with the ability to maintain relationships at all levels of the organization
· Ability to take initiative and function independently, balanced with strong teamwork skills
· Maintain high standards of professional and ethical conduct
Why Walton
· Competitive pay and benefits
· Opportunities to grow and develop skills in multiple disciplines
· Fun, energetic co-workers who share the same core values and strategies
We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.
Job Type: Full-time
Benefits:
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Tuition reimbursement
- Vision insurance
Physical setting:
- Office
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Scottsdale, AZ 85258: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Please provide salary expectations.
Education:
- Bachelor's (Preferred)
Experience:
- Microsoft Excel: 1 year (Required)
- Finance: 1 year (Required)
Work Location: Hybrid remote in Scottsdale, AZ 85258
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