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.
Overview:
Working in partnership with both Developed and Emerging Fixed Income teams, the Portfolio Strategist will represent the firm’s products and strategies to institutional investors with a focus in Fixed Income. They will work closely with researchers and portfolio managers within the teams, and act as liaison with GMO’s Product Marketing and Global Client Relations groups. They will serve as a source of product and market knowledge and represent GMO’s Fixed Income views internally and externally.
Responsibilities:
This individual will work closely with the portfolio managers across both Developed and Emerging Fixed Income to build a strategy for effective client, prospect and consultant interactions and create dynamic and original ideas to broadcast GMO and the various Fixed Income team’s thought leadership to a wider audience. Specific responsibilities include:
•Collaborate with the Developed and Emerging Fixed Income teams to develop deep product knowledge and market expertise:
- Gain comprehensive knowledge of the team’s investment philosophy, process, and product history, such that as needed, the Strategist can act as a capable surrogate for the team’s portfolio manager both internally and externally in this context.
- Develop a comprehensive understanding of the Emerging and Developed Fixed Income team’s existing and prospective client base, across channels and globally.
- Play a key role in influencing product marketing positioning, product development, and competitive differentiation.
•Advancing and closing sales to drive the team’s business development, retention and support other client-related efforts.
- Defend business and seek opportunities to uncover leads and cross-sell.
- Conduct team portfolio reviews and marketing meetings, either independently or with other team members. Create leverage for portfolio managers, enabling them to stay focused on investing.
- Demonstrate strong communication skills, the ability to gain clients’ respect as a “trusted advisor,” and a high energy level around understanding client needs and creative solutions for solving problems.
- Develop a facility in speaking about GMO’s broad history, investment philosophy, fund offerings, resources and views on macroeconomic trends and markets.
- Convey messages creatively, powerfully, and clearly.
- Collect and share client and prospect-related feedback with the investment team, IPS and Global Client Relations.
- Collaborate effectively with Global Client Relations, IPS, and other strategists to ensure GMO’s best practices are reflected in all client interactions.
- Represent team / GMO’s value proposition and investment outlook in webcasts, conference presentations, etc. and with the media.
•Produce and own marketing materials for the Developed and Emerging Fixed Income products to support the execution of Product Marketing initiatives.
- Play a pivotal role in shaping and executing on product marketing deliverables. Drive key elements of the team’s client-related materials, including authoring quarterly/monthly performance commentary, developing and maintaining marketing materials, overseeing fact sheet content, drafting / editing RFP language, ensuring integrity of team-related website content, and collaborating with relationship managers to respond to client-related questions.
- Create compelling content such as thought leadership white papers and presentation materials.
- Contribute to enhancing GMO’s brand.
- Articulate the team’s GMO’s value proposition, portfolio positioning and investment outlook in webcasts, conference presentations, and media engagements.
- Work with relationship managers and clients to respond to specific client requests for updates on performance and attribution.
Requirements:
Successful Portfolio Strategists at GMO are passionate about the markets and often have backgrounds in investing. In addition, the following are necessary to be successful in this role:
•10+ years of experience and demonstrated competency with Fixed Income investing and the Fixed Income market, experience in Emerging Fixed Income strongly preferred.
•Demonstrated ability to cover the macro backdrop, as a lead into GMO’s specific capabilities in both Developed and Emerging Fixed Income.
•The ability to perform portfolio analysis and run simple simulations using proprietary GMO tools and systems.
•Strong communication skills are essential, both written and oral:
- Excellent presentation skills and client interaction charisma.
- Excellent writing skills.
- The ability to convey complex insights creatively and clearly.
- The ability to communicate with a wide range of internal and external constituents including portfolio managers, analysts, relationship managers, business development managers, and clients.
- Willingness to actively share ideas, consider opposing views, and constructively challenge colleagues to foster a culture of open communication and continuous improvement.
•Strong creative abilities to produce client materials that convey Fixed Income’s processes in a thoughtful and informative manner.
•Excellent client service skills. Proven ability to gain clients’ respect and maintain strong relationships.
•Strong sense of integrity.
•Demonstrated ability to conduct and discuss fixed income investing in detail.
•High energy level and a willingness to travel extensively (including two trips per year to the APAC region and two trips per year to Europe).
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.
