Highland Associates Client Ops and Performance Analyst

Client Operations And Performance Analyst 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 Responsible for one or more areas of concentration which includes: client trade support, private equity reporting, GIPS, or RFP data requests 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: Proficient knowledge of the investment management industry Proficient knowledge of performance reporting processes and computer programs Three (3) years of experience with Investment Management Performance or other directly related field Skills and Competencies: Good time management skills and ability to consistently meet deadlines Sound knowledge of financial statements and strong quantitative skills Solid skills with reporting applications, i.e. Excel, InvestorForce, etc. Position may be filled at a higher level depending on candidate's qualifications and relevant experience 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. Job Range Target: Minimum: $48,900.50 USD Median: $62,920.00 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. Location Details Highland Associates - Birmingham Location: Birmingham, Alabama Equal Opportunity Employer/including Disabled/Veterans

Created: 2026-03-04