Developed and Emerging Fixed Income Portfolio Strategist

Job Description

Job Description

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 :

This is a reasonable, good faith estimate of the current salary range for this role. GMO’s salary range accounts for a wide array of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role / company, geographic location, and other business and organizational needs.

In addition, this position is eligible for a discretionary annual bonus award, which award 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 absences, 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.