About the role
TL;DR
Creates client, prospect, and consultant reporting, and maintains marketing content and data.
- •The Marketing Reporting Associate is responsible for creating client, prospect, and consultant reporting, including due diligence questionnaires and RFPs.
- •This role helps GMO communicate effectively with clients and prospects by maintaining detailed firm and investment strategy marketing content and data.
- •Key Responsibilities Producing client, consultant, and prospect due diligence questionnaires and RFPs.
- •Partnering with Consultant Relations in servicing assigned industry consulting firms.
- •Providing marketing data and information to Global Relationship Managers.
- •Ensuring firm and investment strategy marketing content is current, accurate, effective, and compliant.
- •Maintaining marketing data and analytics reporting.
- •Requirements 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.
Required skills
ExcelPowerPoint
Domain expertise
consultingfintech
Tech stack
ExcelPowerPoint