Associate, Reporting Platforms

Walton Enterprises is seeking a skilled, highly motivated and entrepreneurial individual to join the team as an Associate, Reporting Platforms. The ideal teammate demonstrates knowledge of investment operations, control processes, performance reporting, good communication skills, and the ability to reconcile investment data.

About the Position

You will be part of the team that is responsible for the accurate calculation, validation, and reporting of investment performance and attribution for client accounts and firm composites. This is a role focused on recurring and ad-hoc reporting, client queries, and operational execution.

What you will do

You will coordinate the production of client-ready performance reports, reconcile data feeds and cash flows, and support client transitions, as well as test and implement system improvements.

Responsibilities

• Prepare and deliver periodic client and internal performance reports.
• Respond to client queries and ad-hoc analytics requests.
• Conceptualize, design, and develop new reports and analyses.
• Investigate and resolve performance breaks and data quality issues.
• Work with cross-functional teams and third parties to reconcile and validate data integrity.
• Document standard operating procedures, assumptions, and calculation methodologies.
• Support system configuration and deployment of reporting changes.
• Train firm-wide associates to use the reporting platform.

Who we are looking for

Skills needed

• Familiarity with industry-standard performance platforms and the Global Investment Performance Standards (GIPS).
• Advanced Excel skills and strong numerical accuracy.
• Ability to manage multiple priorities and meet agreed-upon deadlines.
• Strong attention to detail and a troubleshooting mindset.
• Good client-facing communication and report-writing stills.
• Experience with databases, scripting languages, and automation tools.

Qualifications required for your success

• Bachelor’s degree in Finance, Accounting, Mathematics or a related quantitative discipline.
• 2 to 5 years of relevant experience in investment performance, analytics, or operations.
• Solid understanding of performance concepts, calculation methods, and benchmarks.

Additional Desired Experience Includes

• Progress toward CFA/CIPM.
• Exposure to public- and private-market valuations methods.
• Experience with data-visualization and database management tools.

Personal attributes that support your success

• Demonstrates discretion, integrity, and expertise while serving as a trusted advisor to principals and colleagues.
• Collaborates respectfully and effectively with others, contributing to a supportive, team-oriented environment.
• Approaches challenges with curiosity, bold thinking, and a commitment to continuous learning and innovation.
• Maintains a strong focus on results, consistently exercising sound judgment and decision-making.
• Brings a visionary mindset, planning strategically for the future with imagination and insight.
• Committed to excellence and actively engages with others to accomplish shared goals.

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.

About Walton Enterprises

Walton Enterprises supports the personal, philanthropic, and business activity for the Walton family. We are a family-led organization, supporting multiple generations of Sam and Helen Walton’s family.

We value trust, mutual respect, and a workplace where every associate belongs and can do their best work. We bring together talented people with different backgrounds and viewpoints, support their growth, and empower them to contribute meaningfully.

We are an equal opportunity employer committed to a workplace that is free of discrimination and harassment of any kind. All applicants receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, genetic information, or any other status protected by the laws or regulations in the locations where we operate.