Developed and Emerging Fixed Income Portfolio Strategist

Developed and Emerging Fixed Income Portfolio Strategist

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 that we believe add the greatest value for our investors, including multi-asset class, public equity, public credit, and liquid alternative offerings. We manage approximately $68 bn for a sophisticated client base that includes institutions, financial intermediaries, and private clients. GMO is well known for valuation-based investing, bold positioning when warranted, and academically rigorous thought leadership. Co-Founder Jeremy Grantham is a leading climate investor and advocate. Privately owned, GMO employs over 430 people worldwide, with headquarters in Boston and offices in Europe, Asia and Australia. Our culture emphasizes commitment to clients, intellectual curiosity, and diverse, inclusive teamwork.

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, working closely with researchers, portfolio managers, Product Marketing, and Global Client Relations. The Strategist will serve as a source of product and market knowledge and represent GMO's Fixed Income views internally and externally.

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 to act as a capable surrogate for the portfolio manager both internally and externally.

Understand the Emerging and Developed Fixed Income team's existing and prospective client base across channels and globally.

Influence product marketing positioning, product development, and competitive differentiation.

Advance and close sales to drive the team's business development, retention, and support other client-related efforts.

Defend the business and seek opportunities to uncover leads and cross-sell.

Conduct team portfolio reviews and marketing meetings, either independently or with other team members, enabling portfolio managers to focus on investing.

Demonstrate strong communication skills and the ability to gain clients' respect as a "trusted advisor," with a high energy level around understanding client needs and creative problem solving.

Develop a facility in speaking about GMO's 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 best practices in all client interactions.

Represent the team / GMO's value proposition and investment outlook in webcasts, conference presentations, and media engagements.

Produce and own marketing materials for the Developed and Emerging Fixed Income products to support Product Marketing initiatives.

Play a pivotal role in shaping and executing on product marketing deliverables, including authoring performance commentary, maintaining marketing materials, overseeing fact sheet content, drafting RFP language, ensuring website integrity, and responding to client inquiries.

Create compelling content such as thought-leadership white papers and presentation materials.

Contribute to enhancing GMO's brand.

Articulate the team'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

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 capabilities in both Developed and Emerging Fixed Income.

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.

Ability to convey complex insights creatively and clearly.

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 open communication and continuous improvement.

Strong creative abilities to produce client materials that convey Fixed Income processes thoughtfully and informatively.

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 willingness to travel extensively (two trips per year to the APAC region and two trips per year to Europe).

$175,000 - $225,000 a year

In addition, this position is eligible for a discretionary annual bonus award, which may be determined by individual, team, department, and firm performance, and is subject to the terms of GMO's compensation plan. This position is also benefits eligible. GMO's comprehensive benefits program includes medical insurance, dental insurance, life insurance, long-term disability coverage, a 401(k) / profit-sharing retirement plan, open paid time off, leaves of absence, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.

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.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

Industries

Investment Management

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