About the role
TL;DR
Facilitates client reporting and sales enablement activities for GMO.
- •The Marketing Enablement Associate is responsible for facilitating GMO’s daily, monthly, quarterly, and ad-hoc client reporting and sales enablement activities.
- •Key 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 Supporting Relationship Managers by responding to client queries, researching reporting needs, and following up on pending deliverables Maintaining marketing data and analytics reporting Requirements Bachelor’s degree required 3-5 years of related work experience, preferably within the investment management industry Experience working with a Sales Enablement platform (Seismic experience required) SQL experience required Proficient in Excel and other Microsoft tools
Required skills
SQLExcelProject Management
Domain expertise
fintech
Tech stack
SQLExcel