Managing Director, Fixed Income Portfolio Manager & Strategist

ID
2022-16516
Job Locations
US-CA-San Francisco

 

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.

 

 

 What you’ll do as a Managing Director, Fixed Income Portfolio Manager & Strategist:

  • Manage account relationships including some customized portfolios for high net worth individuals, multi-generational families, institutions, endowments, and not-for-profit organizations.  Duties would include portfolio customization, monitoring, supervision, as well collaborating with WMs on client and prospect meetings and serving as primary point of contact for Fixed Income services.
  • Advise clients and wealth managers on positioning fixed income managed solutions in the context of market and strategy views and serve as the senior leader for client events and meetings related to fixed income portfolios and markets-related content.
  • Partner with advisors to understand their client base, identify those opportunities for new growth and retention, and prepare for and participate in client meetings primarily in specific regions of coverage
  • Determine and evaluate primary metrics to establish the Firm’s global fixed income strategy including global macroeconomic data, inflation indicators, central bank policy, credit environment, yield curve dynamics and technical market indicators
  • Develop all presentation materials and research commentary detailing investment strategy, portfolio positioning, tactical opportunities and timely topical market events
  • Communicate the Firm’s fixed income views and strategy on a consistent basis to external client and prospects and, more importantly, to internal wealth management teams

 

You could be a great fit if you have:

  • At least 10 years of work experience in trading and portfolio management in  fixed income markets, with focus on municipal and high-grade corporate markets, preferably for separate accounts.
  • Knowledge of financial institution balance sheet asset and liability management a plus.
  • Master Degree, preferably with a focus on finance, accounting, or economics. CFA preferred.
  • A strong attention to detail, sound judgment and ability to reason.
  • Ability to prioritize and manage multiple responsibilities under pressure.
  • Ability to quickly process and analyze large amounts of information.
  • Impeccable communication skills, both written and verbal.
  • Experience with SQL, VBA, Perform, Muni Center, Bonddesk, and Citigroup Velocity desirable. 

  • Series 7 & 66 (or 63/65) required

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.
  •  Must be able to travel as position requires.

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: 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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