First Republic Bank

Returning Candidate?

Manager Research Platform Analyst

Manager Research Platform Analyst

ID 
2018-5770
Job Locations 
US-CA-San Francisco
US-NY-New York
Category 
Wealth Management

More information about this job

Overview

 

 

First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.

 

We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.

 

The preferred candidate should have at least 5 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, the CIO 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.

 

 

 

Responsibilities

 

  • Work with investment teams to ensure accurate and timely delivery of investment data across asset classes
  • Lead process improvements in areas critical to manager research
  • Use personal and technical skills to build summary reports on platform progress, performance and status
  • Independently oversee all aspects of platform data collection and integration
  • Monitor diligence obligations for consistency with compliance and regulatory obligations
  • Coordinate efforts surrounding elements of hiring and firing third party managers
  • Oversee all quarter-end processes related to data and information gathering
  • Assist in management of multi-asset strategies
  • Monitor platform for consistency and data integrity
  • Maintain Manager Research responsibilities across a select group of strategies

 

Qualifications

 

 Ideal candidates will also exhibit:

  • Strong interpersonal skills and ability to work well within a team environment
  • Proficiency in excel and an ability to articulate a message to a broad audience
  • A good instinct for global markets, economics and asset classes 
  • Familiarity with Morningstar, eVestment Alliance, MPI stylus and Bloomberg
  • Ability to interpret and present statistical information and data 

 

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