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GuideStone Financial Resources · 4 days ago

Associate Investment Analyst, GSIS Portfolio Management

Dallas, TX

Full-time

Onsite

Entry Level

2+ years exp

GuideStone Financial Resources is an innovative organization that invests in the development of its employees. The Associate Investment Analyst supports the Portfolio Manager by conducting research and analytics to aid the portfolio management function, contributing to the asset allocation of institutional pools of capital.

ConsultingFinancial ServicesInsuranceRetirement

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

Qualification

Investment industry experienceCFACAIA designationQuantitative evaluation methodsAddeparBloombergStatistical analysisIndependent researchMS Office proficiencyCommunication skills

Required

Bachelor's degree required

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

Preferred

2 years of investment industry experience preferred; 1 year of manager due diligence experience is also preferred

CFA or CAIA designation (or in progress) preferred

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

Benefits

Generous benefits package

Flexible work schedules

Opportunity to be involved in community outreach

Tuition reimbursement

Company

GuideStone Financial Resources

GuideStone® provides churches, ministries, faith-aligned institutions and Christian households with financial solutions that support our shared biblical values — equipping believers to lead resilient lives and advance the Kingdom of God.

Founded in 1918

Dallas, Texas, USA

201-500 employees