Associate Investment Analyst

Posted on 04/12/2024Guide Stone - Dallas, TX

Company Description

Guide Stone

Position Description

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.

 

 

Basic Purpose:  An investment management professional that works directly with other Investment Analyst(s) and Portfolio Manager(s) to provide analytical support to the investment philosophy/process of GuideStone Capital Management (GSCM) related to the management of GuideStone Funds (comprised of 18 Select Funds, 4 target risk funds and 5 target date funds) and other public market strategies. 

 

This position is primarily a research position that supports the investment team.  The Associate Investment Analyst would be expected to attain a basic understanding of the body of knowledge necessary for effective research and portfolio management efforts in a manager-of-managers program.  This position would also be responsible for other day-to-day requirements such as, but not limited to, assisting with quantitative analysis across the Fund suite and creation/upkeep of presentation materials across Funds and asset classes.

 

 

Essential Duties and Responsibilities

GSCM, in general, utilizes a multi-manager approach in the management of the Select Funds.  The Select Funds are used as the “building blocks” for the target risk funds and target date funds (the “MyDestination Funds”).

  • Develop and maintain advanced application skills on all analytical tools to support the investment management process.
  • Participate and assist in the research process for sub-advisers and funds.
  • Assist in the calculation and maintenance of sub-adviser and third-party mutual fund rankings within proprietary ranking systems.
  • Identify capital market information and all other factors that influence sub-adviser and fund performance.
  • Maintain working relationships with outside parties for the purpose of facilitating ongoing portfolio management, including routine portfolio management items, information requests, reporting, meeting coordination, etc.
  • Have knowledge of cash flows and liquidity status across strategies.
  • Assist with sub-adviser and fund-level performance reporting and attribution across the investment platform.
  • Maintain relationships with peer universe providers.
  • Understand ranking methodologies of peer universe providers.
  • Reconcile calculations / performance of peer universes versus internal information.
  • Assist with maintenance and creation of presentation materials across strategies.
  • Assess economic/market data and share insights in a team setting.
  • Other duties may be assigned.

 

GuideStone Core Values

 

  • Instills Trust
  • Drives Results
  • Decision Quality
  • Customer Focus

 

Knowledge, Skills and Abilities are the requirements or minimum qualifications needed to perform the essential duties and responsibilities of the job successfully. 

 

The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

  • Bachelor’s Degree or equivalent work experience.
  • Master’s Degree and advanced certifications (CFA, CAIA, FRM, etc) or working towards preferred.
  • Solid computing skills including spreadsheet and research/portfolio management applications.
  • At least 2 years in the investment or an investment-adjacent industry.
  • Tenacious self-starter that possesses a natural curiosity about markets and is continually seeking new sources of information to inform decision-making.
  • Strong 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 investment research and develop well thought-out conclusions/recommendations.
  • Thorough understanding of various investment vehicles, strategies, and terminology.
  • Understanding of quantitative evaluation methods and statistical measures necessary for thorough investment analysis and performance measurement.
  • Understanding of investment philosophies and processes.
  • Ability to effectively multi-task.
  • Ability to work well independently and within a team environment.
  • Must have complete confidentiality regarding GuideStone business matters.

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