Jobs · Finance · Texas

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

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