Investment Analyst

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.

 

 

Job Summary

An investment management professional who collaborates closely with Investment Analysts and Portfolio Managers to support the investment philosophy and processes of GuideStone Capital Management (GSCM). This role involves managing GuideStone Funds, which include 17 Select Funds, 4 target risk funds, 5 target date funds, and other public market strategies. The ideal candidate will be proficient in all research aspects related to their areas of assignment, possess knowledge of global public markets, and understand the multi-manager investment landscape.

 

What You'll Do

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 GSCM’s target risk and target date funds.

• Conduct thorough research on prospective and current sub-advisers and funds in assigned areas.

• Identify capital market information and all other factors that influence sub-adviser and fund performance.

• Proactively make recommendations under assigned areas of coverage in order to better position funds to consistently outperform benchmarks and peer universes.

• Maintain advanced application skills on all analytical tools to support the investment management process.

• Review and improve analytics processes, methods, and tools to increase efficiency, accuracy, and sub-adviser oversight capabilities.

• Assist in the calculation and maintenance of sub-adviser rankings within proprietary ranking system.

• Assist in the preparation of sub-adviser mandates/guidelines.

• Maintain working relationship with each sub-adviser under assignment for the purpose of facilitating ongoing portfolio management, including routine portfolio management items, information request, reporting, meeting coordination, etc.

• Have knowledge of cash flow and liquidity status of each Select Fund assigned.

• Assist in sub-adviser transition efforts.

• Actively engage in robust discussion during the Portfolio Management Team’s weekly investment strategy and macroeconomic meetings.

• Understand ranking methodologies of peer universe providers.

• Reconcile calculations / performance of peer universes versus internal information.

 

What You'll Need

• Bachelor’s Degree required.

• Master’s degree or advanced certification (CFA, CAIA, FRM etc.) or pursuing preferred.

• Proficiency with investment analytic and risk software packages such as Aladdin, Bloomberg, Morningstar Direct, Axioma, FactSet, eVestment and/or Zephyr.

• At least 3 years in the investment industry, with experience in a manager research role.

• Experience with convertible arbitrage, currency, long/short, global macro or other liquid alternatives strategies would be a plus.  

• 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 independent research and develop thorough 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.

• Must have complete confidentiality regarding GuideStone business matters.

 

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