Analyst, Reporting Platforms

Walton Enterprises LLC

Washington D.C., US
Base: $76,000 - $95,000; bonus/equity: not specifi...
Remote
1-2 years investment operations experience
Bachelor's degree in finance or accounting
Strong mathematical and finance terminology knowledge
Walton Enterprises is seeking a skilled Reporting Analyst to support its investment operations and performance reporting functions. The ideal candidate should possess strong analytical skills, attention to detail, and effective communication abilities, with a background in finance or a related field. This role offers a fast-paced environment with competitive compensation and comprehensive benefits

Job Summary

  • The role focuses on implementing decisions and maintaining data for the reporting platform while supporting operational execution across complex investment portfolios.
  • Candidates will act as a liaison between stakeholders, fund managers, administrators, and third-party service providers to collect and monitor investment-related data.
  • The position offers a comprehensive benefits package including medical, dental, vision insurance, a 401(k) retirement plan, and paid time off.

Matching Summary

Match Score: 85

Walton Enterprises is seeking a skilled Reporting Analyst to support its investment operations and performance reporting functions. The ideal candidate should possess strong analytical skills, attention to detail, and effective communication abilities, with a background in finance or a related field. This role offers a fast-paced environment with competitive compensation and comprehensive benefits.

Salary

Base: $76,000 - $95,000; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, 401(k), PTO

Skills & Requirements

Must-have

  • 1-2 years investment operations experience
  • Bachelor's degree in Finance or Accounting
  • Strong mathematical and finance terminology knowledge
  • Experience reviewing and validating financial data
  • Proficiency with Microsoft Office Suite

Nice-to-have

  • Addepar software experience
  • Customer service environment background
  • Proactive attitude and self-direction
  • Ability to learn new systems quickly
  • Excellent written and oral communication skills

Key Requirements

  • 1–2 years of experience in investment operations
  • Bachelor's degree in Finance, Accounting, Statistics, Economics, or Mathematics
  • Eligibility to work in the United States verified by identification

Work Rights

Must provide proper identification verifying eligibility to work in the United States

Tailored Resume

Cover Letter