Associate Investment Analyst
2 weeks ago
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.
- Instills Trust
- Drives Results
- Decision Quality
- Customer Focus
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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