Data and Presentation Specialist, Boston, GMO

Data and Presentation Specialist, Boston, GMO

Role Responsibilities

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.

Position Overview:

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.

Responsibilities Include:

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

and vehicles

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

Required Skills:

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

and competencies

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