Related skills
reporting sql sales enablement excel seismic📋 Description
- Delivering standard and custom reports to client mandates and deadlines
- Post attribution, commentary, holdings, and product data to GMO sites and platforms
- Participate in systems development and user acceptance testing with tech teams
- Develop knowledge of GMO website, client portal, Sales Enablement platform, and products
- Coordinate reporting requirements for new products and track deliverables
- Support Relationship Managers by responding to client queries and following up on deliverables
🎯 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 is a plus)
- Experience working with a Sales Enablement platform (Seismic experience required)
- Proficient in Excel and other Microsoft tools
- SQL experience required
🎁 Benefits
- Discretionary annual bonus awarded based on performance
- Comprehensive benefits package: medical, dental, life, disability
- 401(k)/profit-sharing retirement plan
- Generous paid time off and leaves of absence
- Commuter benefits and dependent care resources
- Tuition reimbursement and charitable gifts matching
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