Legal Analyst, Investments


Published on 11/18/2024Guide Stone - Dallas, TX

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.

 

 

Job Summary

The Legal Analyst – Investments (“Analyst”) will report to the Associate Counsel, Investments, primarily supporting all in-house legal work for GuideStone Financial Resources’ (“GSFR”) Investments business unit, GuideStone Investment Services (“GSIS”), an exempt investment adviser to charitable organizations, GuideStone Capital Management, LLC (“GSCM”), a registered investment adviser, and GuideStone Funds (“Funds”), a registered mutual fund family. The Analyst will perform all first-line legal work for the Investments business unit.

 

What You'll Do

  • Coordinate with other functions within GSFR’s Investments business unit (including Portfolio Management, Investment Services, and Fund Ops) for intake of requests for contract or other legal document review

  • Perform initial review of service requests and respond to inquiries as able, and escalate requests as needed

  • Assist with initial review of all contracts related to the Investments business unit

  • Perform legal research and analyze legal issues as directed

  • Coordinate and track deliverables from outside counsel and consultants

  • Maintain project status information and monitor status of deliverables

  • Assist with the implementation of web-based solution platforms

 

What You'll Need

  • Bachelor’s Degree

  • Juris Doctor (J.D.), preferred

  • Preferred experience working as a paralegal or analyst at an in-house legal department or law firm or working in a contracts-management, compliance, or risk-management role

  • Basic understanding of and strong interest in the investment management industry and the laws and regulations applicable to investment advisers and funds preferred

  • Well-developed interpersonal skills and excellent communication skills, both oral and written, to interpret questions and assist others not familiar with complex legal terminology or issues

  • Ability to exercise independent judgment and initiate appropriate action to resolve issues with the appropriate degree of supervision

  • Ability to give clear, concise directions, instructions and guidance to others

  • Ability to perform legal research using LexisNexis or other tools

  • Ability to effectively communicate with internal and external stakeholders 

  • Ability to assess and manage multiple priorities

  • Command of a variety of software applications to accomplish work tasks and ability to implement efficient systems for organizing work

  • Ability to work effectively as a team member with every level of GSFR staff and outside counsel, including timely and effective collaboration and responsiveness

  • Actively contributes to departmental goals for process maturity and increased efficiencies

  • Agility and attitude to succeed at learning and applying new knowledge and skills

  • Proficient skills in MS Office and appropriate GuideStone system applications

  • Complete confidentiality regarding GuideStone business and personnel matters

 

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About Guide Stone

GuideStone is a diversified Christian financial services provider, offering retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas.

LocationDallas, TX 75244

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