Marketing Enablement Associate

BostonFull-timemid

OtherAssociate

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Overview

Company Profile Founded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients.

Technical Tools

OtherAssociate

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 $82bn 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.

Please follow the prompts included in this job posting to apply. The application window for this role is anticipated to remain open until the job is filled, or as otherwise determined by GMO.

Position Overview

The Marketing Enablement Associate is responsible for facilitating GMO’s daily, monthly, quarterly, and ad-hoc client reporting and sales enablement activities. This includes the coordination and review of client materials across GMO’s website and other internal platforms; as well as providing input and requirements on new systems or technology enhancements.

This position, as part of the Marketing and Investment Product Strategy team, partners closely with multiple departments across GMO, including Global Client Relations, Performance, Technology, Legal & Compliance, and Treasury to meet our client’s reporting needs.

The Marketing Enablement Associate role provides substantial exposure to how GMO communicates with clients and services reporting requests. Additionally, the Analyst will have exposure to GMO Products, data structures, and systems.

The Associate reports to the Marketing Enablement Manager.

Delivering standard and custom reports while adhering to specific client mandates

and deadlines

Ensuring attribution, commentary, holdings, product profiles, and other product-specific data are posted accurately and in a timely fashion to gmo.com and reporting platforms

Active participation in systems development and user acceptance testing with GMO’s technology teams

Developing a comprehensive knowledge of the GMO external website, GMO client portal, GMO’s Sales Enablement platform, and GMO product offerings

Supporting Relationship Managers by responding to client queries, researching reporting needs, and following up on pending deliverables

Coordinating reporting requirements for new products, tracking these deliverables, and ensuring deadlines are met

Coordinating longer-term projects and initiatives including annual financial statements, prospectus materials, and board reporting

Maintaining marketing data and analytics reporting

Executing on new content builds and troubleshooting in GMO’s Sales Enablement platform

Reviewing GMO’s Sales Enablement platform for efficiencies and areas of improvement

Contributing to projects to advance the strategic objectives of GMO’s Marketing and Client Services team

Bachelor’s degree required

3-5 years of related work experience, preferably within the investment management industry

Experience working with third-party client reporting tools (Coric experience is a plus)

Experience working with a Sales Enablement platform (Seismic experience required)

Experience partnering with technologists related to requirements gathering and user acceptance testing

Proficient in Excel and other Microsoft tools

SQL experience required

Excellent written and verbal communication capabilities

Strong organizational and analytical skills

Competence and interest to learn new concepts and systems independently and quickly

Collaborative spirit given the need to coordinate among Global Client Relations, Marketing, Investment, Compliance, Legal, Technology, and Operations Teams

Strong willingness and aptitude for learning and navigating a broad range of proprietary systems and external web-based databases

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