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

Marketing Reporting Associate

positionBoston, MA
timeFull-time
remoteOnsite
seniorityMid Level
money$80K/yr - $95K/yr
date3+ years exp

GMO is a global investment manager committed to delivering superior long-term investment performance and advice. The Marketing Reporting Associate creates client, prospect, and consultant reporting, and maintains detailed marketing content and data to effectively communicate with clients and prospects.

Asset ManagementFinanceImpact Investing
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Work & Life BalancebadNo H1Bnote

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 proficiencyCFACAIA certificationAnalytical skillsWritten communicationVerbal communicationOrganizational 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; 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

Preferred

Experience with Loopio, or other RFP language database management tools, is a plus

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

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GMO is a global investment management firm committed to providing sophisticated clients with superior asset management solutions.
dateFounded in 1977
location
Boston, Massachusetts, USA
people-size201-500 employees
web-link
https://www.gmo.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Deborah Ng
Head of ESG & Sustainability
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