Business Intelligence Analyst supporting technology optimization and process enhancement at ALE. Focused on BI solutions and collaboration with teams.
About the role
- Marketing Reporting Associate creating client, prospect, and consultant reporting at GMO, a global investment manager. Collaborates with Global Consultant Relations team on servicing consulting firms.
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
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
- commuter benefits
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