The Role
Company Profile
Founded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We offer strategies and solutions where we believe we are positioned to add the greatest value for our investors. These include multi-asset class, equity, fixed income, and alternative offerings.
We manage approximately $65bn for a client base that includes many of the world’s most sophisticated institutions, financial intermediaries, and private clients. Industry-wide, we are well known for our focus on valuation-based investing, willingness to take bold positions when conditions warrant, and candid and academically rigorous thought leadership. Jeremy Grantham, GMO’s Co-Founder and Long-Term Investment Strategist, is renowned as an expert in identifying speculative investment bubbles and also as a leading climate investor and advocate.
GMO is privately owned and employs over 430 people worldwide. We are headquartered in Boston, with additional offices in Europe, Asia and Australia. Our company-wide culture emphasizes commitment to clients, intellectual curiosity, and open debate. We celebrate and respect our differences, while embracing and valuing what each of us brings to work, as we know that diverse teams in an inclusive, caring environment achieve higher engagement and better client results.
Please follow the prompts included in this job posting to apply. The application window for this role is anticipated to remain open until the job is filled, or as otherwise determined by GMO.
Overview
The successful candidate will be part of GMO’s London based Operations team which deals with a broad range of operational processes to service GMO’s Irish domiciled funds. The role will provide the opportunity to work closely with GMO’s Business Development and Client Relationship teams around the globe; with colleagues from various teams based in Boston; and with the external service providers for GMO’s Irish domiciled funds. The successful candidate will develop an in-depth knowledge of GMO’s client onboarding processes and fund structures and be given the opportunity to assume increasing responsibilities overtime.
Main Duties and Responsibilities of the Role
- Responsible for all operational aspects of onboarding new investor accounts including working closely with the transfer agent, internal compliance teams as well as performing internal system setup.
- Manage investor onboarding communications internally with the GMO client service team as well as externally with investors and intermediaries.
- Monitor and oversee upload of daily investor flows to ensure they are communicated timely to the investment teams liaising with the transfer agent as necessary.
- Work closely with and monitor GMO’s Irish domiciled fund service providers to ensure the highest quality service is being provided.
- Oversee the fee reimbursement process for GMO’ Irish domiciled funds and documentation of fee terms for investors.
- Collaborate with team members to ensure a strong internal control environment is maintained, ensure that GMO adheres to all related SOC1 controls and procedures are kept current.
- Review audited financial statements and interim financial statements for the funds;
- Prepare data based on investor activity for regulatory and internal reporting.
- Manage updates to investor account information in CRM database.
- Ad hoc tasks and projects, for example, manage the operational elements of new share class launches and enhancements to our processes and systems.
Skills, Qualifications and Experience
- 3-5 years of experience in the asset/wealth management industry.
- Degree in Finance/Accounting preferred.
- Strong attention to detail and organizational skills.
- Excellent verbal and written communication skills. Demonstrated ability to effectively communicate with multiple internal and external counterparts to resolve operational issues with a client focused perspective.
- Demonstrated knowledge of fund structures would be beneficial.
- Experience in an onboarding or client service role with platform or wealth managers would be beneficial.
- Proficiency with MS Excel (Macros) would be beneficial.
- Proven ability to learn new concepts and systems quickly.
- A willingness to take on new tasks while exhibiting a "can do" attitude.
- Experience handling diverse situations and rapidly changing priorities intra-day.
During the course of an application for employment with GMO UK Limited, we will collect (from you and/or third parties) and use certain personal information about you. For information on what we may do with this personal information as well as your rights in respect of your personal information, please refer to the GMO UK Limited GDPR Privacy Notice for Recruitment and Selection, which is available from GMO upon request.
GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.
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The Company
What We Do
For more than 40 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to meet their goals and fulfill their missions.
Investing on behalf of our clients is GMO’s sole focus. Across asset classes and around the world, our investment teams identify and exploit long-term opportunities and develop solutions that both anticipate and respond to client needs.
GMO is comprised of a collection of investment teams with focused specialties. All are grounded in a long-term, valuation-based investment philosophy – an approach we believe provides the best risk-adjusted returns.
GMO partners with an impressive roster of sophisticated clients worldwide, delivering innovative investment solutions and tailored client service. Our clients benefit from our diverse expertise, intellectual curiosity, and open culture of debate, as well as from our ability and willingness to take advantage of contrarian market opportunities.
For important disclosure information please visit: https://www.gmo.com/americas/terms-and-conditions/
