Associate Portfolio Manager, GuideStone Advisors
GuideStone Financial Resources · Dallas, TX · 3 wk ago
HybridFinanceFull-time
What We Offer You!
- A generous benefits package
- Flexible work schedules
- The opportunity to be involved in community outreach
- Tuition reimbursement
GuideStone Advisors Investment Committee Leadership
- Set meeting agendas and annual priorities
- Drive and coordinate investment research
- Develop and present investment recommendations
- Facilitate informed discussion and constructive debate
- Ensure timely documentation of decisions and compliance records
- Communicate investment related topics clearly to advisors and internal stakeholders
Portfolio Oversight and Investment Strategy
- Implement portfolios within the firm’s long-term, strategic investment philosophy
- Focus on maximizing risk-adjusted returns while applying faith-based investment screens
- Research and recommend usage of available investments for our advisory clients
- Lead on the selection and ongoing due diligence of our third-party managed separately managed accounts (SMAs)
- Conduct/support portfolio construction, risk management, and strategy alignment
- Support future expansion into other investments such as alternative investments
- Partner with operations, trading, and compliance teams to ensure investment decisions are implemented accurately and consistently
Advisor & Client Support
- Serve as a trusted investment resource (e.g. implementation and portfolio management) for the firm’s advisors
- Support advisors in explaining portfolio construction, investment philosophy, portfolio positioning, and market dynamics to clients
- Participate directly in select client meetings, particularly for higher-net-worth households or more complex investment situations
- Contribute to investment commentary, outlooks, and internal education