GW&K Investment Management Benefits Overview

Supports sales, client service, and investment teams through portfolio analysis, performance evaluation, asset allocation reporting, and data accuracy management. Uses FactSet, Morningstar, Bloomberg, and related tools to classify holdings, prepare analytical reports, support RFPs and marketing materials, assist with GIPS verification, resolve stakeholder inquiries, and contribute to data automation and special projects.

Conduct fundamental equity research on U.S. small- and mid-cap Industrials companies, analyzing financial statements, industry dynamics, management quality, valuation, and long-term growth. Identify and present investment opportunities to portfolio managers and the equity team, communicate portfolio decisions to clients and consultants, and support client presentations. Requires extensive buy-side research experience, strong analytical and communication skills, and proficiency with Excel, FactSet, Bloomberg, and AI tools.

Develops and maintains print and digital marketing content for institutional, advisory, and private wealth audiences. Creates factsheets, presentations, brochures, sales materials, investment graphics, and web and email content. Manages content through Seismic, supports quarterly updates, maintains brand assets, and partners with Compliance to meet regulations. Requires strong design, writing, project management, financial communications, and marketing technology skills.