Relationship Management Associate- Winslow

Winslow Capital - Minneapolis, MN (30+ days ago)

Job Description

Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at

Winslow Capital was founded in 1992 on the same driving principle that continues to guide us today: to deliver consistent outperformance for our clients over the long term, while carefully managing risk. We focus on finding the best equity opportunities in the marketplace using repeatable, time-tested processes that are firmly rooted in the fundamental research of individual companies by our experienced professionals. Our Firm manages approximately $21 billion in equity Strategies including sub-advised mutual funds, separately managed accounts and a private equity vehicle for a wide variety of clients. Our flagship offering is a U.S. Large Cap Growth equity Strategy, which we have managed since the Firm’s inception.

While our Firm was previously focused solely on U.S. Large Cap Growth, we more recently introduced a broader array of equity solutions for current and prospective clients, leveraging our existing culture and intellectual capital. This shift is being driven by the evolving needs of our clients amidst the changing investment landscape. Recently, we expanded our platform to include a private equity vehicle. We also diversified the Firm’s Strategies globally with the addition of an International Small Cap Strategy. As our company evolves as a multi-strategy boutique, we continue to build on the three pillars of success from our core U.S. Large Cap Growth business: a disciplined process, cohesive culture and client-centered focus. Winslow Capital is an independent investment affiliate of Nuveen.

Work closely with the Managing Directors on the Marketing & Client Service Team to contribute to the development and execution of client requests, communications, and reports
Become fluent in CRM systems for maintenance and reporting
Explore new approaches to increase efficiency and improve processes without sacrificing creativity or quality
Manage ad hoc, timely projects during overflow periods or as determined
Assist in task management regarding projects requiring participation by multiple people
Serve as the liaison between portfolio management teams, collaborating with Marketing, the Relationship Manager and Portfolio Managers when necessary
Utilize applications such as Salesforce, eVestment, MMD, etc. for meeting preparation, activity & pipeline capture, and competitive analysis
Develop competence of Winslow Capital products and story

Relationship Management:
Provide support to the Managing Directors on the Marketing & Client Service Team and act as backup for client requests and inquiries
Assist in coordinating roadshows across products
Conduct competitive analysis studies for Winslow Capital’s strategies and peers
Develop and exhibit expertise in Winslow Capital’s strategies
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

Support in the development of charts, tables and exhibits for inclusion in existing marketing collateral templates as well as for one-off requests from client service teams
Provide proofreading support and data quality control during quarter-end update cycles
Assist in the coordination of targeted outreach campaigns to existing and prospective clients

Maintain and keep current all contact information in CRM
Prepare reports and dashboards via CRM system
Assist in marketing and client service related projects involving CRM analysis

Bachelor’s degree from an accredited four-year university or college preferred, or equivalent work experience; CFA or Masters degree a plus
4-8 years of experience in the finance industry, preferably within investment management

Understanding of analytics and financial markets/economics
Strong oral, written, and visual communication skills
Strong attention to detail and problem-solving skills
Ability to prioritize and manage multiple projects independently and simultaneously, meet deadlines and adapt to changing priorities and timelines
Proficiency in Excel including chart building
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 other Microsoft Office applications to include Word, PowerPoint, Outlook; Factset and eVestment database knowledge preferred; CRM system software knowledge a plus to include MS Dynamics CRM and/or Salesforce
Fluency in applications such as eVestment, MMD, etc. a plus

The ideal candidate will be passionate about the industry, have applicable work experience and is interested in pursuing a CFA. It will be someone who is willing to travel, meet with clients and develop skills to effectively communicate Winslow Capital’s story and performance.

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We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status.