Data Reporting Analyst

About the Role

Key Responsibilities

• 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 marketing collateral templates and for one-off requests
• 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 reporting projects as assigned
• Assist in the preparation and execution of monthly client reporting with attention to accuracy and timeliness
• Maintain, update and produce data feeds and dashboards for internal audiences from CRM system
• Develop expertise in Winslow Capital's strategies, investment vehicles, and data access processes
• Build strong internal relationships and communicate regularly about projects within Client Service, Marketing, Portfolio Administration, Compliance, and other departments

Requirements

• Minimum of 2+ years of experience in data management, stewardship or analysis
• Proficiency in MS Excel including pivot tables and chart building
• Understanding of analytics and markets/economy
• Proficiency in database use including retrieval, report writing, developing efficiencies
• 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
• Proficiency in Microsoft Office (Word, PowerPoint, Outlook); CRM system software knowledge (Salesforce); Bloomberg, eVestment, FactSet software knowledge
• Physical work capacity for sedentary work

Nice to Have

• 3+ years of experience in data management, stewardship or analysis
• Bachelor's degree
• Experience in business-related disciplines such as finance or economics
• Asset management and/or investment industry experience
• High-level math skills and the ability to translate mathematical information
• Understanding of GIPS and regulatory reporting

Qualifications

• University degree preferred

Benefits & Perks

• Competitive base salary ranging from $62,100 to $88,700 per year
• Participation in incentive programs linked to performance
• Comprehensive Total Rewards package including retirement, health, wellness, and work-life offerings