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Data and Presentation Specialist

5 months ago

Boston, Massachusetts, United States GMO Full time

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 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 $60bn 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. Headquartered in Boston, GMO also maintains offices in Amsterdam, London, Singapore, and Sydney, as well as a U.S. West Coast Hub comprised of professionals located in and around the Greater San Francisco area and a Representative Office in Tokyo. 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.

Position Overview:

The Presentation and Data Specialist is responsible for the coordination and production of product and fund materials; and, providing input and requirements on new systems or technology enhancements related to these materials.

This position partners closely with multiple departments across GMO, including Global Client Relations, Performance, Technology, Legal & Compliance, and Portfolio Management Teams to create and maintain high-quality presentations, marketing materials, and, as needed, data sources.

The Data and Presentation Specialist role provides substantial exposure to how GMO communicates with clients and prospects about our investment strategies. Additionally, the Specialist will have exposure to GMO Products, data structures, and systems.

The Specialist reports to the Head of Marketing Services.

Responsibilities Include:

  • Delivering standard and custom presentations while adhering to specific client deadlines
  • Partnering with investments teams, client service teams, performance, and compliance to develop and maintain materials
  • Ensuring presentation materials are updated and posted to Seismic promptly
  • Active participation in Seismic content management and day-to-day end-user support
  • Accountability for the quality and accuracy of data-intensive charts and exhibits
  • Coordinating presentation development and compliance approvals for new products
  • and vehicles
  • Contributing to projects to advance the strategic objectives of GMO's Marketing and Client Services team

Required Skills:

  • Bachelor's degree in Graphic Design, or related field, or equivalent work experience
  • 3+ years of related work experience, preferably within the investment industry
  • Experience working with Report Automation or Sales Enablement tools
  • High-level knowledge of and experience with Excel and PowerPoint
  • Advanced charting knowledge/skills desired
  • Experience with Photoshop, In Design, Word, and Illustrator, a plus.
  • Excellent written and verbal communication capabilities
  • Strong organizational and analytical skills
  • Competence and interest in independently and quickly learning new concepts and systems
  • Collaborative spirit, given the need to coordinate among Global Client Relations, Marketing, Investment, Compliance, Legal, and Operations Teams

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 consistent with the firm's values and competencies