Client Reporting Analyst

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 www.winslowcapital.com

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 Capital's 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

Work Experience

Physical Requirements

Career Level

6IC

Required Qualifications :

Preferred Qualifications :

Company Overview

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's 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 Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because 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. That's 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.

See our full Equal Employment Opportunity & Non-Discrimination statement below. 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 : (800) 842-2755

Email : accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke / free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.

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 .

For Applicants of TIAA Global Capabilities, click here .

For Applicants of Nuveen residing in Europe and APAC, please click here .

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 .