Associate Investment Analyst, GSIS Portfolio Management

GuideStone Financial Resources•Dallas, TX

8d•Hybrid

About The Position

Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. What We Offer You! We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement. The Associate Investment Analyst supports the Portfolio Manager by conducting research and analytics to aid the portfolio management function. This position provides an opportunity to develop investment expertise and contribute to the asset allocation of institutional pools of capital, including endowments, foundations, and operating reserves. What You'll Do Support portfolio management and asset allocation efforts in assigned area, building strong analytical and software capabilities Assist Portfolio Manager in running portfolio, performance, liquidity, exposure-based, and risk analytics across portfolios Monitor portfolios daily to ensure compliance with all guidelines Prepare and present detailed portfolio management updates and recommendation memos for senior leadership and the Investment Committee Assist in developing investment themes and identifying market inefficiencies across global alternative strategies Occasionally attend conferences and industry events for market intelligence Collaborate with legal, compliance, and finance teams to ensure proper management of portfolios and policy adherence Build advanced analytical skills and contribute to macroeconomic discussions Participate in team discussions across equity, debt, real assets, and hedge funds, offering feedback and challenging investment theses What You'll Need 2 years of investment industry experience preferred; 1 year of manager due diligence experience is also preferred Bachelor’s degree required CFA or CAIA designation (or in progress) preferred Good understanding of investment strategies and terminology Proficiency in quantitative evaluation methods and statistical analysis Strong written and verbal communication skills Ability to conduct independent research and develop well-supported recommendations Experience with Addepar, Bloomberg, Style Advisor, and/or Preqin is a plus Proficient skills in MS Office and appropriate GuideStone system applications Must maintain complete confidentiality regarding GuideStone business matters #LI-HM1 #LI-Hybrid Who We Are GuideStone is a diversified Christian financial services provider, offering retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas. GuideStone is one of the historic boards of the Southern Baptist Convention. GuideStone’s religious convictions are a reflection of our commitment to observe and practice the teachings of Scripture. Our employment is guided by the Basic Beliefs of the Southern Baptist Convention: The Southern Baptist Convention has a rich history of publicly declaring religious convictions common to Southern Baptist churches and ministry organizations cooperating together to share the gospel with a lost and dying world. These basic beliefs may be viewed at http://bfm.sbc.net/bfm2000/ and serve as the foundation for GuideStone’s employment policies and procedures. What We Offer: Flexible work schedules Community outreach Generous benefits package Tuition reimbursement Learn more about what we offer at https://www.guidestone.org/About-Us/Careers/Benefits

Requirements

2 years of investment industry experience preferred; 1 year of manager due diligence experience is also preferred
Bachelor’s degree required
CFA or CAIA designation (or in progress) preferred
Good understanding of investment strategies and terminology
Proficiency in quantitative evaluation methods and statistical analysis
Strong written and verbal communication skills
Ability to conduct independent research and develop well-supported recommendations
Proficient skills in MS Office and appropriate GuideStone system applications
Must maintain complete confidentiality regarding GuideStone business matters

Nice To Haves

Experience with Addepar, Bloomberg, Style Advisor, and/or Preqin is a plus

Responsibilities

Support portfolio management and asset allocation efforts in assigned area, building strong analytical and software capabilities
Assist Portfolio Manager in running portfolio, performance, liquidity, exposure-based, and risk analytics across portfolios
Monitor portfolios daily to ensure compliance with all guidelines
Prepare and present detailed portfolio management updates and recommendation memos for senior leadership and the Investment Committee
Assist in developing investment themes and identifying market inefficiencies across global alternative strategies
Occasionally attend conferences and industry events for market intelligence
Collaborate with legal, compliance, and finance teams to ensure proper management of portfolios and policy adherence
Build advanced analytical skills and contribute to macroeconomic discussions
Participate in team discussions across equity, debt, real assets, and hedge funds, offering feedback and challenging investment theses