Marketing Reporting Associate

4 weeks ago

Boston, United States findojobs.us Full time

Position OverviewThe 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 to bring GMO's investment insights across all strategies to our clients and potential clients in all channels around the world 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. Successful Associates have advanced to Relationship Associate roles within Global Client Relations or other marketing and product-focused roles at the firm.The Associate reports to the Head of Marketing Services.Responsibilities Include:Producing client, consultant, and prospect due diligence questionnaires and RFPs across GMO's entire product line-upPartnering with Consultant Relations in servicing assigned industry consulting firms, including managing GMO's content in relevant consultant and third-party databasesProviding marketing data and information to Global Relationship Managers in response to ad hoc questions from clients, prospects, and consultantsDeveloping 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 languageMaintaining marketing data and analytics reporting Contributing to projects to advance the strategic objectives of GMO's Marketing and Client Services teamRequired Skills:At least 3 years of related work experience working on RFPs within the investment management industryBachelor's degree required; CFA, CAIA, or finance-focused master's degree/MBA (or progression toward it) preferredProficient in MS Excel and other Microsoft applications Excellent written and verbal communication capabilities, including editorial and fact-checking skillsStrong organizational and analytical skills Demonstrated understanding of client and prospect servicingInvestment acumen – proven ability to gain an understanding of GMO's investment strategies over time, and sincere interest in developing knowledgeWillingness and ability to learn the functionality of a wide variety of proprietary systems and external web-based databasesCollaborative spirit given need to coordinate among Global Client Relations, Marketing, Investment, Compliance, Legal, and Operations TeamsExperience with Loopio, or other RFP language database management tools, is a plusCharacter:Proactive with exceptional attention to detailHigh energy, positive attitude, professional, and mature Comfortable working both independently and as part of a teamAbility to prioritize multiple tasks, set goals, and meet deadlinesSelf-directed and motivated Willingness to jump in and get things doneA high degree of intellectual curiosityAbility to professionally represent GMO and perform consistent with the firm's values and competencies

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