Marketing Reporting Associate
3 weeks ago
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 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-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 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
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 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 consistent with the firm’s values and competencies
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