Sr Investment and Real Estate Operations Manager

Position: Senior Investment and Real Estate Operations ManagerDepartment: Walton Personal Philanthropy GroupReporting to: Director Philanthropic Real EstateFLSA Status: ExemptLocation: Bentonville, AR; Washington, D.C.; Denver, COWalton 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 PositionThe 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 doThis 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 ManagementManage the full lifecycle of loan and real estate transactions, including:Application intakeDue diligence coordinationClosing preparation and executionPost-closing documentationMaintain and track closing checklists, conditions precedent and subsequentCoordinate with legal counsel, borrowers, tenants, lenders, and internal stakeholdersReview and organize executed loan and real estate documents (notes, mortgages, leases, guarantees)Real Estate & Lease AdministrationSupport documentation and administration of:Leases (base rent, operating expenses, amendments)Purchase and sale agreementsTitle, survey, and insurance materialsEnsure accurate storage, retrieval, and version control of all real estate documentsTrack lease compliance and key datesCompliance & Portfolio MonitoringTrack and monitor ongoing borrower and tenant compliance, including:Financial reportingInsurance certificatesCovenant or operational reportingIdentify missing, late, or non-compliant items and escalate as appropriateMaintain audit-ready files and compliance logsProcess & Systems ManagementOwn and continuously improve processes from application through closingMaintain internal deal tracking systems and databasesEnsure accurate and timely data entryDevelop and update process documentation, templates, and workflowsServe as institutional memory for transaction processesReporting & Leadership SupportPrepare regular reporting for leadership, including:Transaction status updatesClosing summariesPortfolio monitoring reportsTranslate technical details into clear, concise executive-level informationFlag risks, delays, and decision points proactivelyWho we are looking forSkills neededStrong understanding of loan and real estate transaction workflowsComfort working with legal and financial documentsHigh attention to detail and accuracyStrong organizational and project management skillsAbility to manage multiple transactions simultaneouslyStrong written and verbal communication skillsSound judgment and ability to escalate issues appropriatelyHigh level of professionalism, discretion, and accountabilityQualifications required for your successExperience supporting or managing loan or real estate transactions in an operational, closing, legal, or compliance focused roleExperience working in at least one of the following environmentsReal estate operationsCommercial or nonprofit lendingInvestment or fund operationsExperience coordinating with external counterparties including borrowers, tenants, legal counsel, insurance, or title companiesExperience providing transaction or portfolio updates to senior leadership or decision makersProven ability to manage multiple transactions at different stages simultaneouslyProficiency in Excel or Sheets and experience using CRM or deal tracking systemsAdditional Helpful Experience IncludesExperience working within nonprofit, foundation, or philanthropic organizationsExperience supporting regulated or highly documented transaction environmentsExperience partnering closely with legal or compliance teams during closingsFamiliarity with post closing monitoring, covenant tracking, or portfolio complianceExperience contributing to process documentation or workflow improvementsPersonal attributes that support your successDemonstrates 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 InformationCompensation Range: $102,000 - $127,000Benefits 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 EnterprisesWalton 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.

Created: 2026-02-12