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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 strategies and solutions where we believe we are positioned to add the greatest value for our investors. These include multi-asset class, equity, fixed income, and alternative offerings.
We manage approximately $60bn 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. Headquartered in Boston, GMO also maintains offices in Amsterdam, London, Singapore, and Sydney, as well as a U.S. West Coast Hub comprised of professionals located in and around the Greater San Francisco area and a Representative Office in Tokyo. 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.
Overview
This individual will work as a part of the Boston Shareholder Services team. The group is responsible for the review, processing and reporting of institutional and high net worth client cash flows in mutual funds, hedge funds, separately managed accounts, private partnerships, fund of funds and other complex investment products. The individual will perform support for inquiries relating to shareholder processes from a variety of internal and external business partners, such as: transfer agents, custodian banks, reconciliation personnel, sales and relationship/consultant managers as well as investment management professionals. They will be responsible for accurately performing good order review and data entry of client financial and account maintenance transactions as well as providing prompt and accurate communication of flows to portfolio managers. The individual will also have a service role whereby they are responsible for responding knowledgeably to client and transaction related inquiries received by email, phone or postal mail. The successful candidate will learn how to effectively manage all daily tasks while being proactive and forward thinking when tackling any challenges the team may face. They will also develop a strong understanding of the inner workings of the various products GMO offers to its clients as well adopting GMO’s client first mentality.
\nResponsibilities
Full Time
Investment Management
$100k-153k (estimate)
04/25/2024
06/24/2024
gmo.com
BOSTON, MA
500 - 1,000
1977
Investment Company
GEORGE STUBBS
$10M - $50M
Investment Management
GMO is an investment management firm that provides asset management solutions to corporate, public, endowment and foundation marketplaces.