Job Description

The Walton Investment Team (“WIT”) is seeking a Principal to support the execution of asset-based renewable energy and real estate investments.

Our Commitment to Diversity, Equity, Inclusion and Belonging

We are committed to embedding diversity, equity, and inclusion throughout the organization to foster an environment where all associates THRIVE and belong. We do this by creating:

• a culture committed to continuous learning that recognizes and values differences
• an environment of respect and connection to learn from the richness of identities, experiences, and perspectives
• fair access for all to opportunities for growth and advancement

About the Position

The successful candidate will be responsible for leading the execution and due diligence of investments, overseeing financial modeling, and monitoring of investments across a range of asset classes, sizes and structures including , private equity, joint ventures and direct acquisitions. This is an opportunity to join a fast-paced team where the candidate exhibits leadership in and gain exposure to, a variety of industries and companies in all stages of growth.

About the team

Walton Investment Team is a dynamic and growing team that specializes in managing family investments. Our talented team is located across Denver, CO, Washington, DC and Bentonville, AR. We work cohesively as a team to evaluate and execute investment opportunities for our clients. We are seeking to expand and grow our team with skillful and qualified talent.

What you will do

Responsibilities

• Take leadership in the assessment of private investment opportunities, including leading due diligence, negotiations, and structuring
• Perform quantitative and qualitative analysis of investment opportunities, including company/project analysis, market and competitive analysis, analysis of investment merits and considerations, impact metrics (DEI/ESG), management benchmarking, evaluation of company and investment structure, and returns analysis
• Research and develop new investment theses and strategies through analysis of industry dynamics, trends, and key investable opportunities
• Present investment recommendations and strategies effectively, both in verbal and written form
• Oversee and evaluate Excel models to evaluate financial returns on investment opportunities
• Analyze third-party analyses—external consultants, tax, legal etc.—and Executive Principal approvals required to execute investments
• Provide ongoing asset management, monitoring and oversight of existing investments (including Board and LPAC representation), including analyzing financial figures received, responding to follow-on capital raises and other corporate actions, and exiting investments
• Mentor and motivate other team members that can benefit from such insights and encouragement
• Perform other duties as required and necessary to accomplish goals and objectives

For Whom we are looking

Qualifications required for your success

• Bachelors’ degree in finance, accounting, real estate, or related field
• 5-7 years of work experience in private investments, ideally in asset-based renewable energy, workforce and affordable housing, or real estate
• Advanced technical skills, including knowledge and use of Microsoft Excel, PowerPoint, Word and Outlook
• Excellent written and oral communication skills

Preferred Qualifications

• An MBA is preferred but not essential

• Experience in financial modeling for real estate and/or real assets investments
• Experience engaging with company founders, Boards of Directors and co-investors.

Personal attributes that support your success

• Ability to meet deadlines, prioritize assignments and multi-task
• Attention to detail
• Intellectual agility, ability to analyze, think critically develop strategy approaches and understand varied areas of interest.
• Work independently with moderate to no supervision, but also with a broader team serving the Principals.
• Ability to act as a trusted advisor to Principals and colleagues while demonstrating expertise and integrity
• Strong orientation for client service, ability to assess and meet the Principals’ goals.
• You are helpful, a team player, and show respect while collaborating with others
• 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

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 Range: $242,000 - $290,000

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.

• This information is provided to comply with Colorado Law

About WIT, LLC

With offices in Denver, CO, Washington, DC, and Bentonville, AR, WIT, LLC is the investment arm of a family office that manages accounting, investments, compliance, property management, legal support, and other services on behalf of its Executive Principals.

WIT, LLC is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.

Basic Qualifications

• Bachelors’ degree in finance, accounting, real estate, or related field
• 5-7 years of work experience in private investments, ideally in asset-based renewable energy, workforce and affordable housing, or real estate
• Advanced technical skills, including knowledge and use of Microsoft Excel, PowerPoint, Word and Outlook
• Excellent written and oral communication skills