Delivering standard and custom reports while adhering to specific client mandates
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

Requirements

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

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SQLExcelreporting toolsuser acceptance testingdata analyticsrequirements gatheringSales Enablement platformCoricSeismic

Soft Skills

written communicationverbal communicationorganizational skillsanalytical skillscollaborationindependent learningclient support

Certifications

Bachelor's degree