Marketing Reporting Associate
GMOBoston, MA
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.1
Reclaim your time by letting our AI handle the grunt work of job searching.
We continuously scan millions of openings to find your top matches.
Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Dental Insurance
Disability Insurance
Job Description
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
This is a reasonable, good faith estimate of the current salary range for this role. GMO’s salary range accounts for a wide array of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs.
In addition, this position is eligible for a discretionary annual bonus award, which award may be determined by individual, team, department and firm performance, and is subject to the terms of GMO’s compensation plan. This position is also benefits eligible. GMO’s comprehensive benefits program includes 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, and commuter benefits.
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.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Marketing Reporting Associate Jobs at GMO
What is the work location for this position at GMO?
This job at GMO is located in Boston, MA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at GMO?
Employer has not shared pay details for this role.
What employment applies to this position at GMO?
GMO lists this role as a Full-time position.
What experience level is required for this role at GMO?
GMO is looking for a candidate with "Senior-level" experience level.
What benefits are offered by GMO for this role?
GMO offers following benefits: Health Insurance, Dental Insurance, Disability Insurance, Life Insurance, Family/Dependent Health, Paid Vacation, Flexible/Unlimited PTO, 401k Matching/Retirement Savings, and Tuition/Education Assistance for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at GMO?
You can apply for this role at GMO either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.