Data Reporting Analyst
- Type:
- Full Time
- Location(s):
- Minneapolis, MN 55402, United States
- 80 South 8th Street, Minneapolis, MN 55402, United States
- Date Posted:
- Salary:
- Base Pay Range: $62,100/yr - $88,700/yr
- Job Posting End Date:
- 2025-07-21-07:00
- Job ID:
- R250600286
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 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 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
- University (Degree) Preferred
Work Experience
- 2+ Years Required; 3+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
6IC
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us.
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.
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
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.