Financial Analyst
About 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.
Position Summary
This is a full-time, in-office role based in Scottsdale, AZ. The Financial Management Analyst will be an integral part of the Financial and Real Estate team, helping to perform the analysis of present and future projects to 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.
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
- 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
Benefits
- 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
- Generous PTO policy and paid company holidays
- Training and development opportunities
- Cross-functional collaboration and global exposure
- Company-sponsored events and team-building activities
- Casual dress code (where applicable)