The Marketing Enablement Associate facilitates client reporting and sales enablement activities, coordinating between departments and ensuring accurate, timely delivery of client reports and materials.
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 $78bn 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.
Responsibilities:
- 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
Required Skills:
- 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
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
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.
Top Skills
Excel
Sales Enablement Platforms
SQL
Third-Party Client Reporting Tools
GMO Boston, Massachusetts, USA Office
40 Rowes Wharf, Boston, MA, United States, 02110
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