Institutional Investment Operations Associate

1 week ago


Dallas, Texas, United States GuideStone Full time

Join GuideStone

At GuideStone, we are committed to fostering an innovative environment that prioritizes 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.

What We Provide

We offer 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 ("GSIS") Institutional Investment Operations team and its clientele.

Key Responsibilities

  • Develop a thorough understanding of finance and institutional investment practices.
  • Possess a solid grasp of investment terminology, financial principles, and organizational processes.
  • Execute daily responsibilities of the Cash Desk Authorized Trader, including reviewing account activities, generating morning reports for finance and compliance, and tracking cash movements in and out of client accounts.
  • Provide tactical support for data management and reporting functions, ensuring accurate documentation and timely updates in the reporting systems.
  • Assist in the accounting functions by maintaining consistency across investment records and resolving discrepancies.
  • Conduct database analysis and research to support marketing initiatives within Investment Services.
  • Perform additional tasks as assigned by the Senior Manager of Institutional Investment Account Operations.

Qualifications

  • Demonstrated commitment to the mission of providing exceptional investment operations support to evangelical ministries.
  • A Bachelor's Degree is mandatory for this position.
  • Preferred candidates will show an interest in pursuing advanced education or certifications such as the Certificate in Investment Performance Measurement (CIPM), Chartered Financial Analyst (CFA), or Certified Alternative Investment Analyst (CAIA).
  • Proficiency in advanced Excel functions and data manipulation skills.
  • Strong verbal and written communication abilities for effective interaction with stakeholders.
  • Excellent analytical capabilities and attention to detail.
  • Ability to implement checks and balances in work outputs and utilize resources to resolve issues.
  • Critical thinking skills to anticipate potential challenges.
  • Problem-solving aptitude and a proactive approach to complex projects.
  • High organizational skills and efficiency in task management.
  • Commitment to confidentiality regarding business matters and client information.
  • Active membership in an evangelical Christian church is required.


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