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Nuveen Investments Winslow Capital - Client Reporting Associate in Minneapolis, Minnesota

Client Service Associate

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

  • 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

  • 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

Qualifications

  • No Experience Required

  • University (Degree), Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level

5IC

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

Reporting and Relationship Management Support:

  • Assist in preparation and execution of quarterly client reporting requirements with attention to accuracy and timeliness, including decks, factsheets and meeting materials

  • Work with parent company and partners on other branded materials and ensure all materials adhere to established design and data integrity standards

  • Provide proofreading, data quality control and record retention of client communications and marketing materials

  • Provide administrative support to Managing Directors of Client Service and act as backup for client requests

  • Maintain Marketing Outlook calendar and solicit background data for questionnaires

  • Develop expertise in Winslow Capital’s strategies, process for accessing data, and build strong internal working relationships with various functional areas at Winslow and parent company Nuveen/TIAA

  • Assist in marketing and client service related projects involving CRM system and analysis

Preferred Qualifications

  • 2+ years of experience in client service, operations or sales support

  • Bachelor’s degree preferred

  • Experience in Asset Management and/or Investment Industry

  • Self-starter that can work both independently and collaboratively with teams

  • Ability to prioritize and manage multiple projects

  • Familiarity with database use including retrieval, report writing, developing efficiencies

  • Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)

  • Design software knowledge a plus (Adobe InDesign, Illustrator)

  • CRM system software knowledge (Salesforce)

Potential Salary: $67,100.00 USD

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

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

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 (https://www.dol.gov/general/topics/posters) .

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 residents of California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) to access the EU / UK Pre-employment Notice.

For all other residents, click here (http://www.tiaa.org/public/tiaa-nuveen-privacy) to access the Applicant Privacy Notice.

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

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