Legal Analyst, Investments

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

Company Description

Guide Stone

Position 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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