Responsibilities

• 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

Requirements

• At least 3-5 years of related work experience working on RFPs 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 the need to coordinate among Global Client Relations, Marketing, Investment, Compliance, Legal, and Operations Teams
• Experience with Loopio, or other RFP language database management tools, is a plus

Preferred

• Experience with Loopio, or other RFP language database management tools, is a plus

Benefits

• medical insurance, dental insurance, life insurance, long-term disability coverage, a 401(k)/profit-sharing retirement plan, open paid time off, leaves of absences, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.