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 Reporting Team Manager oversees the investment process in the areas of trading operations, client reporting, performance management, and investment performance analysis.Primary Responsibilities
Provides oversight and leads a team of analysts, providing coaching, training, and professional development
Reviews and directs the work of the client operations and performance analyst function
Serves as the liaison between the client operations function and internal team members, ensuring the client reporting process aids in clients achieving their long-term investment goals
Ensures delivery of investment performance results to internal partners
Oversees the collection of internal investment performance data against appropriate benchmarks
Oversees all areas of concentration, which include client trade support, private equity reporting, GIPS, and RFP data requests
Oversees the preparation and distribution of performance reports, both standard and ad-hoc
Manages all performance related projects, which could include system enhancements, new module testing, report reconfiguration, software updates etc. to promote process efficiency
Partners with the Wealth Management Data Governance team to determine data needs and ensure compliance
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.This position is incentive eligible. This is a single incumbent position.Requirements
Bachelor’s degree in Finance, Accounting or related field
Seven (7) years of experience with Investment Management Performance or other directly related field
Preferences
Prior management experience strongly preferred
Prior experience in investment operations and trading
Prior experience in Compliance and Risk Management
Advanced knowledge of the investment management industry
Advanced knowledge of performance reporting processes and computer programs
Strong understanding of performance concepts
Ability to write new performance policies and procedures
Skills and Competencies
Advanced leadership skills
Advanced time management skills and ability to consistently meet deadlines
Solid skills with reporting applications, i.e. Excel, InvestorForce, etc.
Advanced knowledge of financial statements and strong quantitative skills
Position TypeFull timeCompensation DetailsPay 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:$79,331.60 USDMedian:$121,920.00 USDIncentive Pay Plans:This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.Benefits InformationRegions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (https://www.regions.com/about-regions/benefits/benefits-eligibility) 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.rfLocation DetailsHighland Associates - BirminghamLocation:Birmingham, AlabamaBring Your Whole Self to WorkWe have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.OFCCP Disclosure: Equal Opportunity Employer/Disabled/VeteransJob 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.
