Senior Investment Analyst - Private Credit

GuideStone Financial Resources • Dallas, TX

297d

About The Position

GuideStone is seeking a Senior Investment Analyst whose primary responsibility is to lead the research and due diligence activities specific for private credit investment opportunities on behalf of GuideStone Financial Resources (GSFR) and GuideStone Investment Services (GSIS) as directed by the Managing Director. This role is expected to lead the private credit research and diligence efforts from beginning to end, including ideation, manager sourcing, recommendations, and ongoing monitoring. The position requires close collaboration with team members, including the Portfolio Manager and Senior Manager, Research, within the well-defined institutional process established by GuideStone. This senior-level position is the highest level of investment analyst and requires proficiency in all research aspects related to the assigned areas. The candidate must possess a robust knowledge of the private market landscape, particularly private credit, and understand key factors influencing private markets and institutional funds. This position is considered a career position with opportunities for advancement over time.

Requirements

• Bachelor's Degree or equivalent work experience.
• Master's Degree preferred.
• Chartered Financial Analyst (CFA) preferred.
• Chartered Alternative Analyst (CAIA) preferred.
• At least 10 years in the investment industry.
• At least 5 years with direct private market credit experience.
• Excellent analytical skills.
• Ability to effectively communicate both orally and in writing.
• Ability to conduct independent research and develop well thought-out conclusions/recommendations.
• Strong understanding of private markets and various investment vehicles, strategies, and terminology.
• Utilization of and strong understanding of quantitative evaluation methods and statistical measures.
• Strong understanding of investment philosophies and processes.
• Proficient skills in MS Office and appropriate GuideStone system applications.
• Must maintain complete confidentiality regarding GuideStone business matters.

Responsibilities

• Lead investment and manager research in assigned areas of alternative investments.
• Write quarterly manager reports for all assigned managers and communicate key updates to the team.
• Initial and ongoing ranking of all managers within established manager ranking system.
• Lead manager/fund sourcing efforts for private market investments as assigned.
• Maintain a robust pipeline of private market investment managers and funds.
• Participate in the creation of a quarterly heat map to identify attractive investment areas.
• Evaluate the appropriateness of investment management firms and strategies in relation to portfolio construction needs.
• Draft and present investment recommendation memos to internal Investment Committee for new investment opportunities.
• Work with third parties to leverage their capabilities and insights during manager searches.
• Maintain advanced skills on all analytical tools to support investment management and research.
• Develop market information, analysis, and observations concerning performance factors of managers/funds.
• Maintain strong working relationships with each manager and fund for ongoing portfolio management.
• Conduct deep economic research to develop thematic investment insights.
• Ensure research meeting notes are documented in a standardized form and timely manner.
• Organize investment manager due diligence records for easy access by the portfolio management team.
• Design and produce internal reporting and analysis of activities and results across all investment strategies.
• Establish and maintain manager mandates/guidelines as applicable.
• Work with the compliance team to understand adherence to investment strategies and policies.
• Perform other duties as assigned.

Benefits

• Flexible work schedules.
• Community outreach opportunities.
• Generous benefits package.
• Tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree