First Republic Investment Management (FRIM) is an SEC-Registered Investment Adviser (RIA) owned by First Republic Bank. Our team within FRIM traces its roots to Luminous Capital, a fast-growing independent RIA that was purchased by FRIM in December 2012. We work exclusively with high net worth clients. Typical clients include entrepreneurs, corporate executives, non-profits, and partners in venture capital, private equity, real estate, and law.
Organization of the Team
Our team consists of two individuals, including one Wealth Manager and one supporting team member, and is looking to expand with the new addition of an Associate.
We are looking for a highly motivated professional to join our Palo Alto-based team as an Associate. The Associate will work closely with the existing team to manage important elements of the relationship with the client.
Duties and responsibilities include, but are not limited to:
The ideal candidate must enjoy working with clients, have exceptional organizational skills, have an interest in the financial markets, and be capable of prioritizing multiple projects. Other characteristics of a successful Associate include attention to detail, ability to think critically and anticipate issues, excellent communication skills (both written and verbal), relationship-building skills (both internal and external), and an ability to work in a demanding, unstructured environment. The associate role is designed for recent college graduates or individuals with 1-2 years of experience. A Bachelor’s degree is required.
You should expect to hold the Associate position for 18-24 months, during which time you will be evaluated on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to eventually advance to a more senior role. Our team operates as a meritocracy and incentivizes leadership, initiative, and “out-of-the-box” thinking.