Marketing Reporting Associate

GMO; Boston (MA); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits

401(k) retirement plan

Job summary

GMO is seeking a Marketing Reporting Associate in Boston to create client, prospect, and consultant reporting, including DDQs and RFPs, while maintaining marketing content and data across GMO’s strategies. You will collaborate across Global Client Relations, Marketing, Investment, Compliance, Legal, and Operations to ensure accurate, timely communications.

You will interact with consultants and relationship managers, gaining exposure to GMO’s investment products and process-driven culture.

Qualifications

• 3–5 years of related work experience on RFPs within investment management.
• Strong MS Excel and Microsoft applications proficiency.
• Excellent written and verbal communication with editorial and fact-checking skills.
• Solid understanding of GMO’s investment strategies and client servicing.
• Willingness to learn proprietary systems and external databases.

Responsibilities

• Produce client, consultant, and prospect DDQs and RFPs across GMO’s product line.
• Collaborate with Consultant Relations and manage content in databases.
• Provide marketing data and information to Global Relationship Managers on ad hoc requests.
• Develop understanding of GMO’s organization, strategies, philosophy, and processes.
• Ensure marketing content is current, accurate, and compliant across teams.

Skills

RFP experience

MS Excel

Communication

Investment knowledge

Team collaboration

Education

Bachelor’s degree

CFA/CAIA preferred

Tools

Loopio

Job description

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 investment 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 $80bn 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. We are headquartered in Boston, with additional offices in Europe, Asia and Australia. 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 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 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, in the capacity as the lead contact for strategy-focused content, 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

Required Skills

• 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

$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 award may be determined by individual, team, department and firm performance, and is subject to the terms of GMO’s compensation plan. This position is also benefits eligible. GMO’s comprehensive benefits program includes medical insurance, dental insurance, life insurance, long-term disability coverage, a 401(k)/profit-sharing retirement plan, open paid time off, leaves of absences, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.

GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.

GMO will not offer visa sponsorship for this opportunity.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.