What are the responsibilities and job description for the Financial Analyst position at Walton Global Holdings, LLC?
Overview of the Company
Walton Global is a privately-owned land asset management and real estate investment company with over 47 years of experience in acquiring, managing, and developing land in some of the fastest-growing metropolitan areas in North America. The company oversees more than 85,000 acres of land in the United States and Canada and manages US $4.54 billion in assets on behalf of over 89,000 global investors. Walton's business offerings include fixed income products, builder land financing, development projects, DST offerings, and diverse fund structures. With a proven track record of success, Walton has distributed over US $3 billion to investors globally and has earned recognition as one of the Best Places to Work and Top Companies to Watch.
We are a fast-paced environment, who promote flexibility and authenticity to ensure employees can manage their day and meet both work and personal commitments
Position Summary
This is a full-time, in-office role based in Scottsdale, AZ. Walton is currently looking for a full-time Financial Analyst that will work out of our global headquarters in Scottsdale, AZ. The Financial Management Analyst will be an integral part of the Financial 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.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
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
Minimum Qualifications (Knowledge, Skills, and Abilities)
- Minimum of 2 years of full-time, professional experience in real estate specifically in residential land development, retail and build-to-rent development
- Bachelor’s or Master’s degree with a strong record of academic achievement
- Advanced proficiency in Excel and financial modeling
- Strong quantitative and analytical skill set with attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Demonstrated ability to take initiative while working effectively within a team
Why Join Walton Global?
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
- Competitive compensation packages
- 401(k) retirement plan
- Bonus incentives (based on role and eligibility)
- Paid maternity and parental leave
- Paid Time Off (PTO)
- Generous PTO policy and paid company holidays
- 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)
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.
The company is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable.