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.
Ideal candidates will also exhibit: