Research Analyst, Risk & Asset Allocation

Job Locations
US-NY-New York


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 within First Republic Investment Management (FRIM), First Republic Securities Company (FRSC),  First Republic Trust Company (FRTC), and Foreign Exchange. 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, Research Analyst is responsible for conducting fundamental, quantitative and macroeconomic analytics and modeling to support the asset allocation and risk management team. In addition, support senior management and peers with a broad range of periodic and ad- hoc capital market research and analytics.


What you'll do as a Associate Director, Research Analyst:

  • Curate research contents impacting the current dynamics of capital markets
  • Content generation addressing topical portfolio management analytics
  • Support the development of tactical and thematic Asset Allocation views
  • Develop various asset/factor allocation modeling
  • Perform risk decomposition and portfolio diagnostics/construction for multi-assets portfolios
  • Cross-functional collaboration with broader team on firm initiatives


You could be a great fit if you have:

  • BS in a related field (Finance, Economics, Engineering, Applied Mathematics, )
  • MS, MBA and/or CFA a plus
  • Minimum of 5 years of investment research experience
  • Proficiency in using portfolio analysis, risk analysis and asset allocation tools and platforms
  • Strong programming skills, e.g., R, Python, Matlab and SQL
  • Proficiency in writing and an ability to articulate a message to a broad audience
  • Effective communication skills with the ability to present complex analytics simply
  • Strength in the creation of marketing materials centered on the delivery of a message
  • Teamwork, intellectual curiosity, enthusiasm and positive attitude
  • Ability to manage longer-term projects with minimal guidance
  • Ability to interact effectively with all levels of management as well as with the broader team.
  • Proven ability to multi-task in a dynamic team environment and prioritize effectively
  • High degree of accuracy, attention to details and the ability to self-audit own work


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 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.


We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic.


If you are curious to learn more about this opportunity, we'd love to hear from you.


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.


For New York City-based roles: Mayor Bill de Blasio announced that, effective December 27, 2021, all private sector employers?in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.


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