Associate Portfolio Manager, GuideStone Advisors

Reposted 5 Hours Ago
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Dallas, TX, USA
In-Office
Mid level
Financial Services
The Role
The Associate Portfolio Manager provides investment leadership, manages client portfolios, and facilitates investment decision-making aligned with a faith-based philosophy.
Summary Generated by Built In
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 Portfolio Manager provides fiduciary investment leadership for the implementation, management and ongoing oversight of client portfolios and facilitates the GuideStone Advisors Investment Committee’s decision-making in alignment with the firm’s long-term, faith-based investment philosophy. This role delivers disciplined investment recommendations and serves as a trusted resource to advisors and advisory clients by translating complex investment topics into clear, actionable guidance while partnering with the GuideStone Advisors team (including operations and compliance) to ensure consistent implementation.

We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands (Psalm 78:72)

What You'll Do

GuideStone Advisors Investment Committee Leadership

  • Set meeting agendas and annual priorities

  • Drive and coordinate investment research

  • Develop and present investment recommendations

  • Facilitate informed discussion and constructive debate

  • Ensure timely documentation of decisions and compliance records

  • Communicate investment related topics clearly to advisors and internal stakeholders

Portfolio Oversight and Investment Strategy

  • Implement portfolios within the firm’s long-term, strategic investment philosophy focused on maximizing risk-adjusted returns while applying faith-based investment screens

  • Provide thoughtful research and recommendations where enhancements or refinements may improve client outcomes

  • Research and recommend usage of available investments for our advisory clients

  • Provide leadership on the selection and ongoing due diligence of our third-party managed separately managed accounts (SMAs)

  • Conduct/support portfolio construction, risk management, and strategy alignment

  • Support future expansion into other investments such as alternative investments

  • Partner with operations, trading, and compliance teams to ensure investment decisions are implemented accurately and consistently

Advisor & Client Support

  • Serve as a trusted investment resource (e.g. implementation and portfolio management) for the firm’s advisors

  • Support advisors in explaining portfolio construction, investment philosophy, portfolio positioning, and market dynamics to clients

  • Participate directly in select client meetings, particularly for higher-net-worth households or more complex investment situations

  • Contribute to investment commentary, outlooks, and internal education

What You'll Need

  • 6+ years of relevant, progressive work experience required.

  • Bachelor’s degree.

  • Demonstrated experience with:

    • Investment research and due diligence.

    • Portfolio analysis, construction, implementation and management.

    • Presenting investment recommendations to senior stakeholders.

  • CFA designation strongly preferred.

    • Advanced progress toward CFA or other relevant credentials (CFP®, MBA) considered.

  • Strong analytical rigor paired with sound investment judgment.

  • Ability to balance conviction with openness to debate and collaboration.

  • Experience operating within a multi-entity investment governance structure where strategy, philosophy and implementation responsibilities are separated.

  • Clear, confident communicator with both technical depth and client/advisor-friendly language.

  • High integrity and alignment with our faith-based mission.

  • Comfortable operating in a growing, dynamic environment where structure and scale continue to evolve.

  • Proficient skills in MS Office and appropriate GuideStone system applications.

  • Must have complete confidentiality regarding GuideStone business matters.

  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

#LI-HM1

#LI-Hybrid

Skills Required

  • 6+ years of relevant, progressive work experience
  • Bachelor's degree
  • CFA designation strongly preferred
  • Proficient skills in MS Office and appropriate GuideStone system applications
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The Company
HQ: Dallas, TX
534 Employees
Year Founded: 1918

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. Follow for access to helpful resources about retirement, insurance, personal finance and more.

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