Investment Marketing Reporting Associate (RFPs)

Gmo Llc; Boston, Northern (MA, KY); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Discretionary annual bonus

Benefits package

Job summary

GMO is seeking a Marketing Reporting Associate in Boston to prepare client, prospect, and consultant reports and RFP responses, supporting the Investment Product Strategies team with marketing content and data. The role partners with Global Consultant Relations and works with relationship managers to respond to information requests.

Responsibilities include keeping marketing materials current, producing questionnaires and RFPs, and maintaining data analytics to advance GMO’s marketing and client

Qualifications

• 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

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

Skills

RFP management

Excel proficiency

Communication

Analytical skills

Collaboration

Education

Bachelor’s degree

CFA/CAIA pursued

Tools

MS Excel

Loopio

Job description

GMO is seeking a Marketing Reporting Associate in Boston to prepare client, prospect, and consultant reports and RFP responses, supporting the Investment Product Strategies team with marketing content and data. The role partners with Global Consultant Relations and works with relationship managers to respond to information requests.

Responsibilities include keeping marketing materials current, producing questionnaires and RFPs, and maintaining data analytics to advance GMO’s marketing and client