Data Reporting Analyst
Data Reporting Analyst
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1 Vacancy
Job Description
Company Overview:
Winslow Capital is a leading active growth manager with over $30 billion under management in large cap public equity and late stage private equity. Our firm has been investing in transformational growth companies since 1992. We have the stature assets resources experience and expertise to find and understand growth companies across sectors and around the world. Winslow Capital is an independent investment affiliate of Nuveen. For more information please visit our website at
As the Data Reporting Analyst you will be a key member of the Client Service and Reporting Team contributing to the development and execution of client service and marketing materials and communications. Your role will manage the data stewardship of client data. The Data Reporting Analyst will produce and develop data content for client communications efforts and marketing materials and assist in materials production. Working closely with client engagement and relationship management you will assist in timely and thorough responses to clients. This position is highly focused on data generation and reporting with precision and accuracy.
Key Responsibilities and Duties
Responsible for developing and implementing internal and external databases to include data control operational improvements and reporting requirements
Streamline data processes and data collection systems optimizing statistical efficiency and quality
Explore new approaches to increase efficiency and improve processes without sacrificing quality
Stay current with knowledge of automation systems and processes performance reporting trends technologies and best practices
Acquire data from primary and secondary data sources to populate external databases with firm data as well as portfolio data and characteristics.
Prepare and execute quarterly client reporting RFIs Questionnaires and DDQs with consistency accuracy and expediency.
Develop charts tables and exhibits for inclusion in existing marketing collateral templates as well as for one-off requests from the marketing and client service teams
Provide proofreading support and data quality control during quarter-end update cycles and as requested
Ensure all materials adhere to established design and data integrity standards
File all client communications and marketing materials according to business practice
Solicit or procure background data for questionnaires and other client reporting from portfolio accounting systems and external databases
Prepare ad hoc reports and assist in the completion of reporting projects as assigned
Assist in preparation and execution of monthly client reporting requirements with attention to accuracy and timeliness
Assist in task management regarding projects requiring participation by multiple people
Maintain update and produce data feeds and dashboards for internal audiences from CRM system
Develop expertise in Winslow Capitals strategies and their investment vehicles as well as data and the process for accessing data from various providers throughout the Firm
Build strong internal working relationships and communicate regularly about projects within Client Service and Marketing Portfolio Administration and Compliance as well as various departments within parent company Nuveen/TIAA when necessary
Educational Requirements
- University (Degree) Preferred
Work Experience
- 2 Years Required; 3 Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
6IC
Required Qualifications:
- Minimum of 2 years of experience in data management stewardship or analysis
Preferred Qualifications:
- 3 years of experience in data management stewardship or analysis
- Bachelors degree
- Experience in business-related disciplines such as finance or economics
- Asset management and/or investment industry experience
- High-level math skills and the ability to translate mathematical information
- Strong attention to detail and problem-solving skills
- Strong oral written and visual communication skills
- Proficiency in MS Excel including pivot tables and chart building
- Understanding of analytics and markets/economy
- Proficiency in database use including retrieval report writing developing efficiencies
- Proficiency in or ability to acquire desktop publishing skills
- Self-starter that can work both independently and collaboratively with teams
- Ability to prioritize and manage multiple projects independently and simultaneously meet deadlines and adapt to changing priorities and timelines
- Proficiency in Microsoft Office (Word PowerPoint Outlook); CRM system software knowledge (Salesforce); Bloomberg eVestment FactSet software knowledge
- Understanding of GIPS and regulatory reporting a plus
Anticipated Posting End Date:
Base Pay Range: $62100/yr - $88700/yrActual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location. In addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs non-annual sales incentive plans or other non-annual incentive plans).
Company Overview
Nuveen the investment manager of TIAA offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized more information about the firm please visit our website at
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients and is equally committed to the well-being of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial well-being. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
IC
Employment Type
Full-Time
