Trading Associate

ID
2020-10355
Job Locations
US-CA-San Francisco
Category
Banking

 

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. 

 

Incredible teams doing exceptional work, every day

First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.

 

The Associate Director, Trading will be responsible for the timely and accurate execution of trades throughout the day as submitted by Portfolio Managers and advisors for our managed account platform. This position will also be expected to liaise between external 3rd party investment managers and the middle and back office support groups in San Francisco, New York, and other principal locations. This position will work very closely with our firm’s research department to properly transition new portfolios, provide trading guidance where necessary, and be able to work efficiently with increased autonomy. The Associate Director, Trading will be proactive within the entire investment community, and will be a reliable source of information for a number of sources.

What you’ll do as an Associate Director, Trading:

  • Model updates from 3rd party model managers
  • Client account model implementation, rebalances to both internal and external models
  • Equity and option order handling and execution
  • Assist our Wealth Management teams with their order execution needs, guidance on how to navigate the portfolio management tool and order management system
  • Assisting with managing risk in our order management systems

 

You could be a great fit if you have:

  • Market knowledge
  • Model trading experience
  • Fast-paced, precision-focused approach
  • Creativity in finding solutions to challenging asks
  • Excellent communication skills with our internal wealth management teams

 

 

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

 

Own your work and your career - apply now

Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.

 

We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability—that’s the First Republic way. Come join us!

 

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.

 

First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

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