Institutional Investment Operations Associate

2 weeks ago


Dallas, Texas, United States GuideStone Full time

Join GuideStone's Investment Services Team

At GuideStone, we are committed to fostering an environment that promotes the spiritual, relational, financial, physical, and professional growth of our team members. Our organizational culture is built on the principles of excellence, collaboration, humility, integrity, compassion, and stewardship.

Benefits of Working with Us

We provide a comprehensive benefits package, flexible working hours, opportunities for community engagement, and support for educational advancement through tuition reimbursement.

Position Overview

The Institutional Investment Operations Associate role is designed to deliver operational assistance, trading, liquidity oversight, and reporting for the GuideStone Investment Services Institutional Investment Operations team and its clientele.

Key Responsibilities

  • Demonstrate a thorough understanding of finance and institutional investment practices.
  • Possess a solid grasp of investment terminology, financial principles, and organizational processes.
  • Oversee daily responsibilities of the Cash Desk Authorized Trader, including review of account activities, production of morning reports, and management of cash movements.
  • Provide tactical support for data management and reporting, ensuring accurate maintenance of private fund information and trade validations.
  • Support the accounting function by ensuring consistency across investment records and conducting monthly performance comparisons.
  • Engage in database analysis and research to bolster the marketing efforts of Investment Services.
  • Execute additional tasks as assigned by the Senior Manager of Institutional Investment Account Operations.

Qualifications

  • Commitment to the mission of the Investment Services team in delivering exceptional operational support to evangelical ministries.
  • A Bachelor's Degree is mandatory for this position.
  • The ideal candidate will have aspirations for advanced education or certifications such as CIPM, CFA, or CAIA.
  • Proficiency in advanced Excel functions and data manipulation is essential.
  • Ability to communicate effectively, both verbally and in writing, with internal and external stakeholders.
  • Strong analytical capabilities and attention to detail are crucial.
  • Ability to maintain confidentiality regarding business matters and client information.
  • Active membership in an evangelical Christian church is required.


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