Business Development Relationship Associate

$70,000 - $90,000/Yr

Grantham Mayo Van Otterloo - Boston, MA

Full-time - Entry Level

Hybrid - Boston, MA

251-500 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The role of a Relationship 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

• Assist Business Development Managers in increasing the number of high-quality prospect touch points (meetings, calls, events)
• Maintain current prospect list in CRM and outside of CRM including tags which identify areas in which the prospect is interested
• Utilize prospect list to build distribution lists for virtual events, email campaigns, and other distributions
• Assist with personalized emails to prospects, writing template emails, sending semi-customized emails to distribution list, and scheduling meetings/calls
• Own meeting logistics including calendar invitations and logging to Salesforce, prep notes, and presentation materials
• Prepare meeting notes including presentation materials and prospect information
• Assist in organizing GMO specific investor and marketing events in North America
• Document and maintain meeting notes and translate them into prospect list tags
• Proactively build procedure for reaching back out to prospects who have not yet made a decision
• Develop a thorough understanding of GMO's policies and procedures to facilitate efficient delivery of information and services to prospects
• Collaborate with various groups across GMO including Graphics, Performance Analytics, Operations, Investment teams, RFP, as well as Tax, Legal and Compliance
• Understand and articulate GMO's investment strategies, philosophy and process

Requirements

• 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.

Benefits

• Medical insurance
• Dental insurance
• Life insurance
• Long-term disability coverage
• 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