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GMO · 3 months ago

Developed and Emerging Fixed Income Portfolio Strategist

Boston, MA

Full-time

Hybrid

Senior Level, Lead/Staff

$175K/yr - $225K/yr

10+ years exp

GMO is a global investment manager committed to delivering superior long-term investment performance and advice to clients. The Portfolio Strategist will work closely with the Developed and Emerging Fixed Income teams to represent the firm's products and strategies to institutional investors, focusing on building effective client interactions and broadcasting thought leadership.

Asset ManagementFinanceImpact Investing

Work & Life Balance

Responsibilities

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

Qualification

Fixed Income investingPortfolio analysisMacroeconomic analysisClient interactionCreative content productionPresentation skillsClient service skillsHigh energy levelCommunicationIntegrity

Required

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)