Senior Investment Analyst - Private Credit

Guidestone • Dallas, TX

309d

About The Position

The Senior Investment Analyst position is primarily responsible for leading the research and due diligence activities specific to private credit investment opportunities on behalf of GuideStone Financial Resources (GSFR) and GuideStone Investment Services (GSIS) as directed by the Managing Director. This role involves overseeing the private credit research and diligence efforts from ideation and manager sourcing to recommendation and ongoing monitoring. The position requires close collaboration with team members, including the Portfolio Manager and Senior Manager, Research, within the institutional process established by GuideStone. This senior-level position is the highest level of investment analyst and demands 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 potential 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.
• Solid PC skills including spreadsheet and internet capabilities.
• 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 to investment managers, internal staff, investment consultants, and third-party vendors.
• 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 necessary for thorough investment analysis.
• 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 (existing and pipeline) 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 and recommendations.
• Maintain advanced skills on all analytical tools to support the investment management and research process.
• Develop market information, analysis, and observations concerning factors influencing performance of managers/funds and client accounts.
• Maintain strong working relationships with each manager and fund for ongoing portfolio management reporting and diligence needs.
• Conduct deep economic research to develop thematic investment insights that drive specific manager research efforts.
• Ensure research meeting notes are documented in a standardized form and in a 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 and funds.
• Establish and maintain manager mandates/guidelines as applicable.
• Work with the compliance team to understand adherence to investment strategies and stated policies.
• Perform other duties as assigned.

Benefits

• Generous benefits package.
• Flexible work schedules.
• Opportunity to be involved in community outreach.
• Tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Administrative and Support Services
• Education Level: Bachelor's degree