Marketing Reporting Analyst jobs in United States
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GMO · 1 day ago

Marketing Reporting Analyst

GMO is a global investment manager committed to delivering superior long-term investment performance and advice to clients. The Marketing Reporting Analyst will create client, prospect, and consultant reporting, maintain marketing content, and collaborate with the Global Consultant Relations team to enhance communication with clients and prospects.

Asset ManagementFinanceImpact Investing
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Work & Life Balance
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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

Qualification

RFP experienceInvestment management knowledgeMS Excel proficiencyLoopio experienceCommunication skillsAnalytical skillsIntellectual curiosityOrganizational skillsCollaborative spiritAttention to detail

Required

At least 3-5 years of related work experience working on RFPs within the investment management industry
Bachelor's degree required
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
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

Preferred

CFA, CAIA, or finance-focused master's degree/MBA (or progression toward it)
Experience with Loopio, or other RFP language database management tools

Benefits

Medical insurance
Dental insurance
Life insurance
Long-term disability coverage
A 401(k)/profit-sharing retirement plan
Open paid time off
Leaves of absences
Dependent care resources
Tuition reimbursement
Charitable gifts matching
Flexible spending accounts
Commuter benefits

Company

GMO is a global investment management firm committed to providing sophisticated clients with superior asset management solutions.

Funding

Current Stage
Growth Stage

Leadership Team

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Deborah Ng
Head of ESG & Sustainability
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Company data provided by crunchbase