Data and Presentation Specialist, Boston, GMO
Founded in 1977, GMO is a private partnership committed to delivering superior investment performance and advice to our clients. We offer strategies where we believe we are positioned to add the greatest value for our investors. These include multi-asset class portfolios as well as dedicated equity, fixed income, and absolute return offerings, many of which employ the firm’s proprietary 7-year asset class forecasting framework. Our client base is comprised primarily of institutions, including corporate and public defined benefit and defined contribution retirement plans, endowments, foundations, and financial intermediaries.
GMO, whose sole business is investment management, employs approximately 470 people worldwide and is headquartered in Boston with offices in San Francisco, London, Amsterdam, Sydney, and Singapore. We manage roughly $70 billion in client assets using a combination of top-down and bottom-up approaches that blend traditional fundamental insights with innovative quantitative methods to identify undervalued asset classes and securities. Our valuation-based approach embeds several key factors, including: a long-term investment horizon, discipline, conviction, and a commitment to research. Our research emphasizes not only identifying and exploiting pricing dislocations but also understanding the long-term drivers of return in the markets in which we invest. We are known for our candor in sharing our views with clients and for our willingness to take bold, differentiated positions when opportunities warrant.
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.
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 quality and accuracy of data-intensive charts and exhibits
Coordinating presentation development and compliance approvals for new products
Contributing to projects to advance the strategic objectives of GMO’s Marketing and Client Services team
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
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
Apply for the job: https://jobs.lever.co/gmo/95e1250d-6682-4071-9513-1a9b15b6f1cc
MA Finance Jobs (Not an all inclusive list): https://afriquejobs.com/tag/mafinjobs/