Marketing Reporting Associate, Boston, GMO

Marketing Reporting Associate, 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 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 helps GMO to communicate well with our clients and prospects. This role enables the Investment Product Strategies team to execute successfully on our mission to bring GMO’s investment insights across all strategies to our clients and potential clients in all channels around the world 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. Successful Associates have advanced to Relationship Associate roles within Global Client Relations or other marketing and product-focused roles at the firm.

The Associate reports to the Head of Marketing Services.

Responsibilities Include:

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 years of related work experience working on RFPs, preferably 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 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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