Associate Advisory Trading Analyst

GuideStone Financial Resources; United States; Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Flexible work schedules

Community outreach

Generous benefits package

Tuition reimbursement

Job summary

GuideStone Financial Resources is seeking an Associate Advisory Trading Analyst to support trading, rebalancing, and portfolio operations within the GuideStone Advisors team. You will contribute to back-office processes, data reconciliation, and tax-optimized trading while learning under close supervision.

This entry-level role emphasizes accuracy, analytical skills, and collaboration with advisors and clients, with a hybrid Dallas-based work setup.

Qualifications

• 0-2 years of experience in financial services or related field.
• Bachelor's Degree or equivalent work experience; preferred Finance/Accounting.
• Proficiency in Microsoft Excel with pivot tables and lookups.
• Limited travel (0-10%).
• Exceptional accuracy and detail orientation.
• Strong analytical and problem-solving skills.
• Understanding of investment products and portfolio management.
• Willingness to obtain SIE, Series 6 and 63 during onboarding.
• Confidentiality regarding GuideStone matters.

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.
• Advisory Operations Support: support scalability of GSA Operations for senior team focus.
• Cross-train on other responsibilities within the GSA Operations team, including client onboarding and reporting.
• Help ensure that policies and procedures are followed.
• Learn and utilize securities industry rules and the financial technology used by GSA.

Skills

Analytical thinking

Attention to detail

Time management

Communication skills

Organizational skills

Multitasking

Education

Bachelor's degree or equivalent experience

Finance or Accounting preferred

Tools

Microsoft Excel

Job 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.

The Associate Advisory Trading Analyst primarily supports the trading, rebalancing, and portfolio operations function within the GuideStone Advisors operations team. The position will also provide overall back-office operations support of the GuideStone Advisors ("GSA") team as it seeks to continue to rapidly grow and expand our service offerings to faith-focused investors. The work assignments will gradually increase in complexity while learning the role, under close supervision with some latitude for independent judgment. The role focuses on improving operational consistency, accuracy and reducing concentration risk in the trading and portfolio operations function, supporting scalability while allowing the senior team to focus on advisor and client support activities. The Associate Advisory Trading Analyst demonstrates the enterprise driver of Pursues Excellence by developing a foundational commitment to continuous professional growth and mastery of the trading and portfolio operations discipline.

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

What You'll Do:

• 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.
• Advisory Operations Support: 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.

Learning & Development:

• 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.

What You'll Need:

• 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.

#LI-Hybrid #LI-HM1

Headquartered in Dallas, Texas, GuideStone is one of the historic boards of the Southern Baptist Convention (SBC). Since our beginning more than a century ago, we have answered the call to support and serve ministers and their families. Our vision is to help every servant of Christ finish well. Today, that same commitment continues and has expanded as we offer a full suite of retirement, insurance and investment solutions. We also stay true to the heart of our ministry through Mission:Dignity - which provides retirement-aged SBC ministers, workers and their widows with financial assistance and dignity. Across every season, we help ministries and faith-aligned individuals steward their resources well so they can more freely answer their calling. GuideStone affirms the beliefs and statement of faith adopted by the SBC. These beliefs shape GuideStone's mission and help serve as the foundation for its employment policies and procedures.

What We Offer:

• Flexible work schedules
• Community outreach
• Generous benefits package
• Tuition reimbursement

Learn more about what we offer at https://www.guidestone.org/About-Us/Careers/Benefits