Hiring: Associate Advisory Trading Analyst Company: GuideStone Financial Resources Location: Dallas, TX Job Posted Time: 2026-09-12 12:33:46 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Portfolio Management, Wealth Management About the job Experience: •0-2 years of experience in financial services or a related field; basic skill set and proficiency. •2 years of experience in financial services or a related field; basic skill set and proficiency. Required Skills: •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. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!