Associate Advisory Trading Analyst - Growth & Impact

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

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.