What are the responsibilities and job description for the Highland Associates Client Operations and Performance Analyst position at Regions?
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Highland Associates, the Client Operations and Performance Analyst role is responsible for the input and analysis of client data for reporting investment performance. The position plays a vital role in client communication, providing clients the information they need to evaluate the effectiveness of their portfolios in meeting their investment objectives. The role is also responsible for providing operational support to the client consulting teams, which includes aiding clients with investment transactions, tracking the status of all clients’ investment reports, tracking client private equity data, and contributing to performance related projects.
Primary Responsibilities
Partners and provides operational support to the client consulting function, ensuring the reporting process aids in clients achieving their long-term investment goals
Inputs and verifies client investment data for calculating performance
Performs detailed analysis on client statements, ensuring returns are calculated and reported correctly to clients
Prepares and distributes quarterly performance and monthly performance flash reports
Generates ad-hoc reports and completes ad-hoc projects for clients
Tracks aggregate private equity reporting for client accounts
Tracks status of all client reports, both monthly and quarterly
Completes performance related projects that could include: system enhancements, new module testing, report reconfiguration, etc.
Responsible for problem resolution for reporting errors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
Requirements
Bachelor’s Degree in Accounting, Finance or another related field
Preferences
Knowledge of or experience working in the investment management industry
Skills and Competencies
Good time management skills and ability to consistently meet deadlines
Solid skills with reporting applications, i.e. Excel, PARis, etc.
Sound knowledge of financial statements and strong quantitative skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Regions will not sponsor applicants for work visas for this position. Applicants for this position must be currently authorized to work in the United States on a full-time basis.
Position Type Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $48,274.05 USD
Median: $62,120.00 USD
Incentive Pay Plans: This job is not incentive eligible.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/welcometour/benefits.rf
Location Details Highland Associates - Birmingham
Location: Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Highland Associates, the Client Operations and Performance Analyst role is responsible for the input and analysis of client data for reporting investment performance. The position plays a vital role in client communication, providing clients the information they need to evaluate the effectiveness of their portfolios in meeting their investment objectives. The role is also responsible for providing operational support to the client consulting teams, which includes aiding clients with investment transactions, tracking the status of all clients’ investment reports, tracking client private equity data, and contributing to performance related projects.
Primary Responsibilities
Partners and provides operational support to the client consulting function, ensuring the reporting process aids in clients achieving their long-term investment goals
Inputs and verifies client investment data for calculating performance
Performs detailed analysis on client statements, ensuring returns are calculated and reported correctly to clients
Prepares and distributes quarterly performance and monthly performance flash reports
Generates ad-hoc reports and completes ad-hoc projects for clients
Tracks aggregate private equity reporting for client accounts
Tracks status of all client reports, both monthly and quarterly
Completes performance related projects that could include: system enhancements, new module testing, report reconfiguration, etc.
Responsible for problem resolution for reporting errors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
Requirements
Bachelor’s Degree in Accounting, Finance or another related field
Preferences
Knowledge of or experience working in the investment management industry
Skills and Competencies
Good time management skills and ability to consistently meet deadlines
Solid skills with reporting applications, i.e. Excel, PARis, etc.
Sound knowledge of financial statements and strong quantitative skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Regions will not sponsor applicants for work visas for this position. Applicants for this position must be currently authorized to work in the United States on a full-time basis.
Position Type Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $48,274.05 USD
Median: $62,120.00 USD
Incentive Pay Plans: This job is not incentive eligible.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/welcometour/benefits.rf
Location Details Highland Associates - Birmingham
Location: Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Salary : $48,274 - $62,120
