First Republic Jobs – Manager Research Analyst

Job Description:

At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here.

Job Responsibilities:

• Participate in Manager Research responsibilities across a select group of strategies
• Coordinate efforts surrounding elements of hiring and firing third party managers
• Coordinate efforts around the management of multi-asset model portfolios
• Monitor diligence obligations for consistency with compliance and regulatory obligations
• Assist with rebalancing and model updates across multiple account types
• Enhance framework for portfolio construction and investment process managing models with active and passive strategies
• Lead process improvements in areas critical to manager research
• Ensure model portfolios are being managed consistently according to its objectives, guidelines and risks

Job Requirements:

• Familiarity with Morningstar, eVestment Alliance, FactSet and Bloomberg
• Ability to interpret and present statistical information and data
• Proficiency in excel and an ability to articulate a message to a broad audience
• Strong interpersonal skills and ability to work well within a team environment
• Experience in portfolio construction with ETF’s and active strategies
• A good instinct for global markets, economics and asset classes

Qualification & Experience:

The preferred candidate should have at least 8 to 10+ years of knowledge /experience in manager research/due diligence on Separately Managed Accounts, Mutual Funds and ETFs, or history working in a position closely associated with this role. The individual chosen for this position will ultimately oversee planning, development, and execution of processes designed to enhance performance and productivity of the Manager Research Team broadly. Through these efforts, the individual chosen will work in close collaboration with the Head of Manager Research, and other supporting team members. They will also have analytical responsibilities on a select list of managers and be provided with an opportunity to identify new investments that should be highlighted for the platform.

Job Details:

Company: First Republic Bank

Vacancy Type: Full Time

Job Location: New York, NY, US

Application Deadline: N/A

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