PORTFOLIO MANAGEMENT ANALYST at Walton Global Holdings, LLC

Scottsdale, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Jun, 26

Salary

95000.0

Posted On

06 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Excel Modeling, Financial Modeling, Quantitative Analysis, Qualitative Analysis, Communication, Interpersonal Skills, Attention To Detail, Portfolio Optimization, Underwriting, Financial Distribution, Investment Analysis, Stakeholder Interaction, Fundraising Support

Industry

Real Estate

Description

With more than 45 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 90,000 acres under management Walton is currently looking for a full-time Portfolio Management Analyst that will work out of our global headquarters in Scottsdale, AZ. The Portfolio Management Analyst will be an integral part of the Portfolio Management and Real Estate 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 President, 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 * Assist with the creation of investment committee materials for the weekly acquisition and disposition approval meeting. * 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 * Interact with internal and external stakeholders on a day-to-day basis * Support fundraising efforts globally * Perform other duties as assigned 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 WORK AT WALTON? At Walton Global, we’re committed to supporting our employees both in and out of the workplace. Our comprehensive benefits package and employee perks are designed to promote well-being, growth, and a healthy work-life balance. Here’s what we offer: HEALTH & WELLNESS * Employer Paid: Medical * Dental, and Vision insurance * HSA and FSA options * Employer-paid life insurance * Short-term and long-term disability coverage * Mental health support and Employee Assistance Program (EAP) FINANCIAL SECURITY * Competitive compensation packages * 401(k) retirement plan * Bonus incentives (based on role and eligibility) * Paid parental leave TIME OFF & FLEXIBILITY * Generous PTO policy and paid company holidays * Flexible work schedules and hybrid/remote opportunities (depending on role) PROFESSIONAL GROWTH * Training and development opportunities * Cross-functional collaboration and global exposure ADDITIONAL PERKS * Company-sponsored events and team-building activities * Casual dress code (where applicable) Interested candidates are invited to forward a resume, in confidence, to: careers@wallton.com [careers@wallton.com] We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.

Responsibilities

The analyst will perform analysis of present and future projects to inform executive decision-making, involving companywide portfolio management responsibilities across various internal teams. Key duties include creating complex financial models, researching market opportunities, assisting with investment committee materials, and communicating financial distributions to investors.