Associate Advisory Trading Analyst

About the Role

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. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands (Psalm 78:72).

Responsibilities

• Provide dedicated support of trading, rebalancing, and portfolio operations.
• Execute trades and support portfolio management monitoring, including rebalancing, tax optimizing trades, dollar-cost-averaging programs, and tax-loss-harvesting.
• Support portfolio accounting and reconciliation of data across internal and external systems.
• Improve operational consistency and help reduce concentration risk in the core trading and portfolio operations function.
• Support scalability of GSA Operations, allowing the senior team to focus on advisor and client support activities.
• Be cross-trained on other responsibilities within the GSA Operations team, including client onboarding, portfolio model maintenance/assignments, client reporting, billing, and communication with third-party technology vendors.
• Help ensure that policies and procedures are followed.
• Learn and utilize relevant securities industry rules, issues, laws, and current events.
• Support the utilization of the financial technology, tools, and methodology utilized by GSA.
• Contribute to project teams representing the operational needs of GSA as assigned.
• Foster teamwork by dedicating effort to communicate well, seek input, and contribute to shared goals.
• Other duties may be assigned.

Qualifications

• 0-2 years of experience in financial services or a related field; basic skill set and proficiency.
• Bachelor's Degree or equivalent work experience; preferred degree in Finance or Accounting.
• Proficiency in Microsoft Office Suite, especially Excel, including pivot tables, look-up functions, data analysis techniques, and data manipulation.
• Limited travel (0-10% of time).
• Exceptional accuracy and detail orientation.
• Strong analytical and problem-solving skills.
• Understanding of investment products, portfolio management principles, and trading processes/systems.
• Developing financial and technical acumen.
• Excellent organizational and time management skills.
• Ability to manage multiple assignments/projects simultaneously.
• Effective written and oral communication skills.
• Interest in wealth management operations.
• Willingness to obtain SIE, Series 6, and 63 (or equivalents) within a defined onboarding period.
• Must have complete confidentiality regarding GuideStone business matters.

Benefits

• Generous benefits package
• Opportunity to be involved in community outreach
• Tuition reimbursement

Schedule

Flexible work schedules