Marketing Reporting Associate

📋 Description

• Produce client, consultant, and prospect due diligence questionnaires and RFPs across GMO’s product
• Partner with Consultant Relations to service industry consulting firms and manage GMO content in
• Provide marketing data and information to Global Relationship Managers in response to inquiries
• Develop understanding of GMO, investment strategies, and processes
• Ensure marketing content for questionnaires and RFPs is current, accurate, effective, and compliant
• Maintain marketing data and analytics reporting

🎯 Requirements

• 3-5 years of RFP experience in the investment management industry
• Bachelor’s degree required; CFA/CAIA or finance-focused master’s preferred
• Proficient in MS Excel and Microsoft apps
• Excellent written and verbal communication, editorial and fact-checking skills
• Strong organizational and analytical skills
• Understanding of client and prospect servicing

🎁 Benefits

• Discretionary annual bonus potential
• Benefits eligible: medical, dental, life, disability, 401(k)/profit-sharing, PTO, leaves, tuition