Marketing Reporting Associate

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