Highland Associates Client Ops and Performance Analyst

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 Regionsu2019 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 clientsu2019 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 + Bacheloru2019s 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. 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:_ $48,900.50 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

Created: 2026-02-23