Client Reporting Associate

Company Overview:

Winslow Capital is a leading active growth manager with $25 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

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 strategies. For more information about the firm please visit our website at www.Nuveen.com

Position Summary:

As the Client Reporting Associate, you will be a key member of the Client Service and Reporting Team providing the necessary support to achieve all aspects related to client service excellence. Your role is highly focused on the execution of client reporting, produced timely and accurately. The Client Reporting Associate supports members of the relationship management team, reports to the Senior Director of Client Reporting & Data and would be a great fit for an individual looking to establish their career in a professional, fast-paced environment.

Key Responsibilities and Duties

• Responsible for reporting and relationship management support with a high level of verbal and written communication skills and high attention to detail and accuracy
• Solicit or procure background data for questionnaires and other client reporting from portfolio accounting systems and external databases.
• 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.
• Assist in preparation and execution of monthly client reporting requirements with attention to accuracy and timeliness.
• Prepare ad hoc reports and assist in the completion of reporting projects, as assigned.
• Assist in task management regarding projects requiring participation by multiple people.
• Prepare and execute quarterly client reporting decks, factsheets and versions/variations with consistency, accuracy and expediency.
• Provide proofreading support and data quality control during quarter-end update cycles and as requested.
• Prepare meeting materials including customization, printing, binding and shipping.
• Provide administrative support to Relationship Management Team and act as backup for client requests and inquiries.
• Maintain, update and produce contact lists for internal audiences from CRM system.
• 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.
• Assist in marketing and client service-related projects involving CRM analysis.
• Support record retention of all client communications and marketing materials according to business practice
• Ensure all materials adhere to established design and data integrity standards.
• Stay current with knowledge of automation systems and processes, performance reporting trends, technologies and best practices.
• Explore new approaches to increase efficiency and improve processes without sacrificing quality.

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

5IC

Preferred Qualifications:

• Bachelor's degree from an accredited four-year university or college
• 1-2 years' experience in client service, operations, sales or portfolio management support
• Experience in business-related disciplines such as marketing, finance or economics
• Experience in a similar capacity within a leading asset management organization and/or investment industry
• Strong attention to detail and problem-solving skills
• Strong oral, written and visual communication 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
• Understanding of analytics and markets/economy
• Familiarity with database use including retrieval, report writing, and developing efficiencies
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook); Design software knowledge a plus (e.g. Adobe InDesign, Illustrator)
• CRM system software knowledge a plus (e.g. Salesforce)

#LI-EL1

Related Skills

Accountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail Oriented, Prioritizes Effectively, Problem Solving, Relationship Management, Resourcefulness, Strategic Thinking

Base Pay Range: $61,500/yr. - $89,000/yr.

Actual 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 strategies. For more information about the firm please visit our website at www.Nuveen.com

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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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: [email protected]

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