Related skills
data analytics excel rfps loopioπ Description
- Produce client, consultant, and prospect DDQs and RFPs
- Partner with Consultant Relations to service industry consulting firms and manage content
- Provide marketing data to Global Relationship Managers for inquiries
- Develop understanding of GMO's organization, investment strategies, and processes
- Ensure marketing content for RFPs is current, accurate, and compliant
- Maintain marketing data and analytics reporting
π― Requirements
- 3-5 years of RFP experience in investment management
- Bachelor's degree; CFA/CAIA or finance MBA preferred
- Proficient in MS Excel and Microsoft Office
- Excellent written and verbal communication; editorial skills
- Strong organizational and analytical skills
- Investment acumen and understanding of GMO strategies
π Benefits
- Salary: 80,000β95,000 USD per year
- Annual discretionary bonus eligibility
- Comprehensive benefits package
- 401(k)/profit-sharing retirement plan
- Generous PTO and flexible spending accounts
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