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
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What We Do
GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer 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.
Do well. We strive to do well, to do our jobs with excellence. Our goal is to enhance our participants' financial security and to give our participants peace of mind today and confidence about tomorrow.
Do right. We strive to do right, to make integrity an integral part of our work. We believe that doing what's right matters. That consulting our consciences and acting on our beliefs is an essential component of developing financial solutions and investment options.
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