Business Development Relationship Associate @ GMO

Business & Strategy (1)

Salary Range: 65000 to 80000 (Currency: USD) (Pay period: per-year-salary)

Company Profile

Founded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We offer investment strategies and solutions where we believe we are positioned to add the greatest value for our investors. These include multi-asset class, public equity, public credit, and liquid alternative offerings.

We manage approximately $68bn for a client base that includes many of the world’s most sophisticated institutions, financial intermediaries, and private clients. Industry-wide, we are well known for our focus on valuation-based investing, willingness to take bold positions when conditions warrant, and candid and academically rigorous thought leadership. Jeremy Grantham, GMO’s Co-Founder and Long-Term Investment Strategist, is renowned as an expert in identifying speculative investment bubbles and also as a leading climate investor and advocate.

GMO is privately owned and employs over 430 people worldwide. We are headquartered in Boston, with additional offices in Europe, Asia and Australia. Our company-wide culture emphasizes commitment to clients, intellectual curiosity, and open debate. We celebrate and respect our differences, while embracing and valuing what each of us brings to work, as we know that diverse teams in an inclusive, caring environment achieve higher engagement and better client results.

Please follow the prompts included in this job posting to apply. The application window for this role is anticipated to remain open until the job is filled, or as otherwise determined by GMO.

Position Overview:

The role of a Relationship Associate (“Associate”) is to serve as a direct and dedicated resource for the North America Business Development Team.

The Associate will work under the direct supervision of their assigned regional team members.

Responsibilities Include:

In concept, the BD Associate role is flexible leverage for the BD Managers they support with the goal of cultivating relationships and ultimately bringing in new clients/mandates. There is an incredible amount of learning potential and, for the right candidates, it’s the ideal career path to becoming a Business Development Manager or Investment Strategist. The job’s day-to-day is a mix of research, data organization, administrative tasks, and direct external engagements (email, calls, virtual meetings, and in-person meetings). Specific tasks include:

1. Increasing the # of high-quality prospect touch points (meetings, calls, events)

- Prospect lists

oMaintain current prospect list in CRM and outside of CRM including tags which identify areas in which the prospect is interested

oIncrease prospect list (using databases such as Broadridge, as well as inbound emails through the web)

- Distribution lists

oUtilize prospect list to build distribution lists for virtual events, email campaigns, and other distributions

- Emails to increase # of touch points. Assist with:

oPersonalized emails to prospects

oWriting template emails

oSending semi-customized emails to distribution list

oEmail responses and getting meetings/calls scheduled & prospects to attend events

2. Increase Quality of meetings and events

- Own meeting logistics

oCalendar invitations and logging to Salesforce

oPrep notes

oPresentation materials (soft and hard copies where applicable)

- Own meeting preparation, prep notes to include:

oPresentation materials

oProspect information: research most applicable information on prospects in advance of calls using prior notes from Salesforce, web, and databases such as Dakota, Broadridge and Market Lens

oCompetitor information:

- Help reaffirm our key competitive advantages vs. competition in key strategies

- Custom competitive analysis in excel to help show how our strategy complements other strategies

- Assist in organizing GMO specific investor and marketing events in North America

3. Translate prospect touch points into business:

-Document and maintain meeting notes

-Translate meeting to prospect list tag (e.g. tag someone interested in a particular strategy that comes up in a meeting).

-Meeting follow-ups (from Seismic, website, etc.)

Other

Develop a thorough understanding of GMO’s policies and procedures in order to help facilitate the efficient delivery of information and services to GMO’s prospect community
Work with GMO’s team of investment professionals independently and at the direction of the team leader to ensure prospects experience the highest level of satisfaction from GMO
Collaborate with various groups across GMO including: Graphics, Performance Analytics, Operations, Investment teams, RFP, as well as Tax, Legal and Compliance
With time, understand and articulate GMO’s investment strategies, philosophy and process

- Identify prospective clients of competitors that should be included in our business development plans

Required Skills

2-3 years of experience in the investment management business
Bachelor’s Degree (or equivalent)
Strong ability to create, operate, maintain and organize databases
Proficient in MS Excel and other Microsoft applications
Excellent written and verbal communication capabilities
Strong organizational skills and attention to detail
Strong analytical skills
Demonstrated understanding of investment strategies and markets, including fixed income, equity and alternatives
Some basic knowledge of the North American asset management industry
Previous experience working with SalesForce or another CRM preferred
Will be required to pass Series 63, 7 and 3 within one year

Characteristics

High level of detail orientation and proactiveness
High energy, positive attitude, professional and mature
Comfortable working both independently and as part of a team
Ability to prioritize multiple tasks, set goals and meet deadlines
Self-directed and motivated
Willing to roll up sleeves and get things done
High degree of intellectual curiosity
Ability to professionally represent GMO and perform consistent with the firm’s values

GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.

GMO will not offer visa sponsorship for this opportunity.

Business Development Relationship Associate

GMO

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