Investment Performance Analysis Analyst
Boston, MA
Investment Analysis /
Full-time /
Hybrid
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 $65bn 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.
Position Overview:
This individual will work as part of the Investment Analysis team within the broader Operations group in GMO’s Boston office. The analyst will be responsible for key performance analytics deliverables as well as supporting some of the longer-term, project-based initiatives of the group. Ownership and accountability for specific asset class coverage are critical.
Primary Responsibilities:
- As part of the Investment Analysis team, provide detailed asset class coverage including the calculation of returns, attribution, exposure, and risk analytics.
- Develop a strong knowledge of GMO’s proprietary systems as well as third party applications such as FactSet, Aladdin, and B-One.
- Work closely with the Portfolio Management and Global Client Relations teams to help support various internal and external requests for information and reporting deliverables.
- Develop in-depth knowledge of GMO’s products and strategies, while helping to support broader marketing and client service initiatives.
- Work collaboratively as part of the team to support various projects.
Skills/Requirements:
- 0-2 years of experience in the investment management industry is required
- Bachelor’s degree in finance, math, economics or computer science preferred
- Progress towards graduate degree (MBA or MSF) and/or CFA or CIPM is a plus
- Highly motivated, with a strong interest in finance and solving complex problems
- Very strong quantitative and analytical abilities as well as attention to detail
- Strong Excel skills and the ability to learn new technology
- Prior performance, attribution and risk experience is a plus
- Experience with FactSet, Axioma, Aladdin, or B-One is a plus
- Working knowledge of the Global Investment Performance Standards (GIPS) is a plus
- Demonstrated ability to work effectively and efficiently both individually and collaboratively within a team
- Proven ability to prioritize multiple tasks, set goals and work to meet specific deadlines
- Strong oral and written communication skills
- Positive attitude, professional and mature
- Willingness to take the initiative to get involved in special projects
- Additional technical skills such as SQL, Python, and VBA are a plus
$68,000 - $75,000 a year
This salary range is estimated for this role and actual pay may be different based on a candidate’s qualifications and/or years of experience. 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.
GMO will not offer visa sponsorship for this opportunity.
