Marketing Reporting Associate

About the Role

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. 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, 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

Requirements

• 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

Pay

$80,000 - $95,000 a year. 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 may be determined by individual, team, department, and firm performance, and is subject to the terms of GMO’s compensation plan.

Benefits

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