Sector PM / Analyst

At Winslow Capital, this investment professional will join our dedicated, results-driven team in delivering successful client outcomes. We are seeking a Technology & Communication Services Sector Portfolio Manager (SPM) to assist the strategy's Portfolio Managers (PMs) and other team members in sourcing and analyzing investment opportunities and managing current investments. We are also looking to build the next generation of leadership in our firm.

As a SPM, you will collect and interpret company data to facilitate recommendations and maintain up-to-date knowledge of technology and communication services sector happenings and current events and conduct primary research from industry sources. The successful candidate will have strong analytical and communication skills with leadership potential. This position is in Minneapolis, Minnesota.

Key Responsibilities and Duties

• The SPM will be reporting to the Portfolio Managers and support the entire investment team in making investment decisions and updating investment theses on current and prospective holdings.
• Source new technology and communication services sector investment ideas, including semiconductors, through three primary methods : sector dynamic analysis, idiosyncratic fundamental work or Winslow Science screening.
• Update reviews of each industry within the relevant sub-sector identifying key trends and market dynamics with a focus on identifying business headwinds and tailwinds, shifts in relative returns and disruptive technologies or business models.
• Assemble and review data necessary to evaluate existing holdings and potential new investment ideas in the technology and communication services sector.
• Collect, organize, and analyze economic, industry, ESG and company data and trends, sourced through various channels, including third-party research firms, interviews with industry sources, internal experts and databases, trade publications and online publishers.
• Conduct industry and company analysis; evaluate how technology and communication services specific industries and individual companies work and how they compete in their markets.
• Work closely with all members of the investment team and interact with members of the sell-side community and senior executives of prospective portfolio companies.
• Use above-mentioned data to develop and inform the team's perspective on the investment appeal of an industry and a specific company; this will include developing perspectives on industry size, industry competitive dynamics, companies' value propositions, and companies' management teams, among many other factors.
• Conduct fundamental analysis on potential and current investments by, among other things, modeling (including projecting) companies' income statement, cash flows and balance sheets in Excel.
• Participate in evaluation of the ESG attributes of both current and prospective holdings, including dialogue on ESG strategies and goals with management teams.
• Conduct valuation analyses that will inform conclusions about potential returns on current and prospective portfolio holdings. Such analyses may include discounted cash flow modeling and comparable company analysis.
• Participate in proxy voting decision for current holdings.
• Evaluate company and brokerage conference calls / meetings.
• Participate in various Winslow Capital Investment team projects.
• Participate in new business development, client servicing and due diligence meetings.
• Conduct various administrative duties that are critical to the team, including updating databases in a timely and accurate manner and communicating to key constituents.
• Write extensively (on a limited basis), to assist in producing quarterly valuation updates, client letters, and various other important communications. Strong writing skills are, therefore, important.
• Periodically attend investment conferences and other industry events to represent Winslow and to meet and evaluate management teams of current and prospective holdings.
• Assist with the analysis of private technology and communication services companies as needed in support of our private growth capital strategy.

Educational Requirements

Work Experience

Physical Requirements

Career Level

7IC

Company Overview

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values : Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.

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.

See our full Equal Employment Opportunity & Non-Discrimination statement below. You can 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

Drug and Smoking Policy

TIAA maintains a drug-free and smoke / free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.

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 .