Sr Investment and Real Estate Operations Manager

Position: Senior Investment and Real Estate Operations Manager

Department: Walton Personal Philanthropy Group

Reporting to: Director Philanthropic Real Estate

FLSA Status: Exempt Location: Bentonville, AR; Washington, D.C.; Denver, CO

Walton Enterprises is seeking a skilled, highly motivated, and detail-oriented operations professional to join the team as a Senior Investment and Real Estate Operations Manager. This role serves as the operational backbone of the investment function, managing the end-to-end execution of loan and real estate transactions while ensuring compliance, accurate systems, and clear reporting to leadership.

The ideal teammate brings strong judgment, exceptional organizational skills, and comfort working with legal and financial documentation across multiple complex transactions simultaneously. This role partners closely with legal, finance, property services, and external stakeholders to ensure transactions close efficiently and portfolios are monitored with rigor and consistency.

About the Position

The Senior Investment and Real Estate Operations Manager is responsible for managing the operational execution of loan and real estate transactions from application through closing and post close monitoring. The role ensures transaction requirements are tracked and met, documentation is complete and audit ready, compliance obligations are monitored, and leadership has clear visibility into transaction status and portfolio health.

What you will do

This role manages the day to day operational execution of loan and real estate transactions, coordinating across internal teams and external partners to ensure transactions move efficiently from application through closing and post close monitoring. The role maintains accurate systems and documentation, tracks compliance requirements, and provides clear, timely reporting to leadership.

Responsibilities

Transaction & Closing Management

Manage the full lifecycle of loan and real estate transactions, including:
• Application intake
• Due diligence coordination
• Closing preparation and execution
• Post-closing documentation
• Maintain and track closing checklists, conditions precedent and subsequent
• Coordinate with legal counsel, borrowers, tenants, lenders, and internal stakeholders
• Review and organize executed loan and real estate documents (notes, mortgages, leases, guarantees)

Real Estate & Lease Administration

• Support documentation and administration of:
  • Leases (base rent, operating expenses, amendments)
  • Purchase and sale agreements
  • Title, survey, and insurance materials
• Ensure accurate storage, retrieval, and version control of all real estate documents
• Track lease compliance and key dates

Compliance & Portfolio Monitoring

• Track and monitor ongoing borrower and tenant compliance, including:
  • Financial reporting
  • Insurance certificates
  • Covenant or operational reporting
• Identify missing, late, or non-compliant items and escalate as appropriate
• Maintain audit-ready files and compliance logs

Process & Systems Management

• Own and continuously improve processes from application through closing
• Maintain internal deal tracking systems and databases
• Ensure accurate and timely data entry
• Develop and update process documentation, templates, and workflows
• Serve as institutional memory for transaction processes

Reporting & Leadership Support

• Prepare regular reporting for leadership, including:
  • Transaction status updates
  • Closing summaries
  • Portfolio monitoring reports
• Translate technical details into clear, concise executive-level information
• Flag risks, delays, and decision points proactively

Who we are looking for

Skills needed

• Strong understanding of loan and real estate transaction workflows
• Comfort working with legal and financial documents
• High attention to detail and accuracy
• Strong organizational and project management skills
• Ability to manage multiple transactions simultaneously
• Strong written and verbal communication skills
• Sound judgment and ability to escalate issues appropriately
• High level of professionalism, discretion, and accountability

Qualifications required for your success

• Experience supporting or managing loan or real estate transactions in an operational, closing, legal, or compliance focused role
• Experience working in at least one of the following environments

• Real estate operations
• Commercial or nonprofit lending
• Investment or fund operations

• Experience coordinating with external counterparties including borrowers, tenants, legal counsel, insurance, or title companies
• Experience providing transaction or portfolio updates to senior leadership or decision makers
• Proven ability to manage multiple transactions at different stages simultaneously
• Proficiency in Excel or Sheets and experience using CRM or deal tracking systems

Additional Helpful Experience Includes

• Experience working within nonprofit, foundation, or philanthropic organizations
• Experience supporting regulated or highly documented transaction environments
• Experience partnering closely with legal or compliance teams during closings
• Familiarity with post closing monitoring, covenant tracking, or portfolio compliance
• Experience contributing to process documentation or workflow improvements

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.

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: $102,000 - $127,000

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.

About the WPPG Department

The Walton Personal Philanthropy Group (WPPG) provides services to the family of Sam and Helen Walton to support their individual philanthropic activities. These services for the family and their related entities include program and grant management, strategy consulting and grant administration. WPPG is a part of Walton Enterprises, the family office of the Walton family.

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.