Client Reporting Analyst
Client 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 Client 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 Client 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 client reporting financial reporting/analysis data management data stewardship or data analysis
Preferred Qualifications:
- 3 years of experience in client reporting financial reporting/analysis data management data stewardship or data 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: $76500/yr - $107000/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 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 is a global investment leader managing public and private assets for clients around the world and on behalf of TIAA our parent company and one of the worlds largest institutional investors. We invest in the growth of businesses real estate infrastructure and natural capital providing clients with the reliability access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients our communities and our global to learn more about us.
Our Culture of Impact
At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People Be Client Obsessed Lead with Integrity Own It and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.
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.
Our full EEO & Non-Discrimination statement is on our careers home page and you can 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:
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
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
