The Role
Create and maintain client, prospect, and consultant reporting, including RFPs and DDQs; keep marketing content and data current and compliant; support Global Relationship Managers with ad hoc data requests; maintain analytics reporting and contribute to marketing and client services projects.
Summary Generated by Built In
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 investment 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 $80bn 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.
Position Overview
The Marketing Reporting Associate creates client, prospect, and consultant reporting, including due diligence questionnaires and RFPs, and maintains detailed firm and investment strategy marketing content and data, all of which help GMO to communicate well with our clients and prospects. This role enables the Investment Product Strategies team to successfully execute our mission of bringing GMO’s investment insights across all strategies to our clients and potential clients through all channels worldwide, in both print and digital communications.
This position partners with the Global Consultant Relations team to service industry consulting firms, collaborating closely with GMO’s relationship managers and often interacting directly with consultants to respond to requests for information.
The Marketing Reporting Associate role provides substantial exposure to how GMO communicates and manages relationships with clients, prospects, and consultants. Additionally, in the capacity as the lead contact for strategy-focused content, the Associate will have exposure to GMO Product Specialists and Portfolio Managers. Successful Associates have advanced to Relationship Associate roles within Global Client Relations or other marketing and product-focused roles, as well as investment teams at the firm.
The Associate reports to the Marketing Reporting Manager.
Responsibilities:
- Producing client, consultant, and prospect due diligence questionnaires and RFPs across GMO’s entire product line-up
- Partnering with Consultant Relations in servicing assigned industry consulting firms, including managing GMO’s content in relevant consultant and third-party databases
- Providing marketing data and information to Global Relationship Managers in response to ad hoc questions from clients, prospects, and consultants
- Developing a strong understanding of our organization, investment strategies, philosophy, and processes
- Ensuring firm and investment strategy marketing content for use in questionnaires and RFPs is current, accurate, effective, and compliant by working with colleagues across GMO to create and review language
- Maintaining marketing data and analytics reporting
- Contributing to projects to advance the strategic objectives of GMO’s Marketing and Client Services team
Required Skills:
- At least 3-5 years of related work experience working on RFPs within the investment management industry
- Bachelor’s degree required; CFA, CAIA, or finance-focused master’s degree/MBA (or progression toward it) preferred
- Proficient in MS Excel and other Microsoft applications
- Excellent written and verbal communication capabilities, including editorial and fact-checking skills
- Strong organizational and analytical skills
- Demonstrated understanding of client and prospect servicing
- Investment acumen – proven ability to gain an understanding of GMO’s investment strategies over time, and sincere interest in developing knowledge
- Willingness and ability to learn the functionality of a wide variety of proprietary systems and external web-based databases
- Collaborative spirit given the need to coordinate among Global Client Relations, Marketing, Investment, Compliance, Legal, and Operations Teams
- Experience with Loopio, or other RFP language database management tools, is a plus
Character:
- Proactive with exceptional attention to detail
- High energy, positive attitude, professional, and mature
- Comfortable working both independently and as part of a team
- Ability to prioritize multiple tasks, set goals, and meet deadlines
- Self-directed and motivated
- Willingness to jump in and get things done
- A high degree of intellectual curiosity
- Ability to professionally represent GMO and perform consistently with the firm’s values and competencies
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.
GMO will not offer visa sponsorship for this opportunity.
Skills Required
- 3-5 years of experience working on RFPs within the investment management industry
- Bachelor's degree
- CFA, CAIA, or finance-focused master's degree/MBA (or progression toward it)
- Proficient in Microsoft Excel
- Proficient in other Microsoft applications (e.g., Word, PowerPoint)
- Excellent written and verbal communication, including editorial and fact-checking skills
- Strong organizational and analytical skills
- Demonstrated understanding of client and prospect servicing
- Investment acumen and interest in developing knowledge of GMO's strategies
- Willingness and ability to learn proprietary systems and external web-based databases
- Collaborative spirit to coordinate across multiple teams (Client Relations, Marketing, Investment, Compliance, Legal, Operations)
- Experience with Loopio or other RFP language database management tools
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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/
