• Contingent: Project Manager - Performance Reporting

    Job Locations
    US-CA-San Francisco
    Information Services
  • 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.


    Under the direction of the Private Wealth Management Program Director, the Project Manager role will manage a project to implement a new Performance Calculation and Reporting Platform.  The individual specializes in implementation of new technology and/or performance reporting platforms and is extremely adaptable and has the ability to manage multiple highly complex workstreams.  The role requires a high level of collaboration to define scope, requirements, project governance, design, testing, timeline, and budget.  The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, business partners, vendors, and other departments involved.  The position may lead/and or direct the work of others. This role requires a self-starter that displays consistent levels of initiative and drive, can follow PMO process and has a mindset that excels in an environment that challenges convention. Having the ability to deeply understand the rationale behind taking a direction and advocating for it, is key. Attention to detail and an ability to continually look around the corner and bring solutions to problems is key.


    Line of Business-Specific Requirements:  Candidates for this role must have extensive experience working within a performance reporting environment and display a deep understanding and appreciation for the complexities of maintaining such a solution.  Experience with performance and performance reporting systems is essential. Must be able to demonstrate a depth of knowledge in performance calculations and reporting, attribution, asset accounting (including Limited Partnerships and Private Equity) and composite reporting. Experience wealth management, brokerage or investment portfolio management is also essential. 6+ years as a project manager is required for this role. Candidates with less experience will not be considered.


    Candidates must have experience leading highly visible projects across several lines of business.  Experience navigating and communicating vertically (from executive-level to technical/detailed level) is critical.  Optimal candidates will have a proven track record for delivering on complex performance reporting and/or implementation initiatives within a challenging environment.  This individual must possess a superior ability to identify developing issues that jeopardize scope, timeline, risk, and/or budget as this project progresses.


    Project reporting, governance and transparency is also essential and must be demonstrated through previous achievements and success.

    • Areas of proven understanding and competency include:
    • Investment management process
      • Reporting
      • Compliance
      • Regulatory
    • Complexities and nuances of major investment vehicles:
      • Stocks & bonds
      • Mutual funds & ETFs
      • Separately managed accounts & unified managed accounts
      • Alternative investments, real assets, commodities & options
    • Investments-specific tools, tasks and functions (1 or more):
      • Performance measurement and client reporting
      • Risk management and regulatory reporting
      • Operations (Middle & Back Office)
    • Serves as lead project manager on this project. Will be required to work as a business analyst; developing business requirements, process flows, use cases, test plans and other workstream related activities and artifacts.
    • Leads and manages all aspects of project including scope, budget, financial forecasting, and scheduling.
    • Facilitates impact analyses of current/existing technologies.
    • Keeps project governance up to date and reports on projects as per PMO standards.
    • Complies with enterprise project management standards and contributes to their incremental improvement.
    • Monitors project and/or program execution and escalates project issues as necessary.
    • Maintains project and/or program website and database, and issue and risk tracking logs.
    • Documents project decisions and project meetings.
    • Maintains a flexible work schedule.
    • Perform other project related duties when assigned.


    • Four year degree or equivalent professional experience and/or qualifications.
    • MBA or relevant graduate degree preferred.
    • Formal training in project or program management and/or certification required.
    • Must possess strong interpersonal and organizational skills including serving as a mentor.
    • Six or more years of project/program management experience and demonstrated success. 
    • Five or more years of experience that demonstrates an in-depth understanding of performance reporting, platforms, technology and methodologies (Addepar, Advent, Eagle, Scorecard, Informa, Clearwater etc)
    • Must be able to demonstrate a depth of knowledge in performance calculations and reporting, attribution, asset accounting (including Limited Partnerships and Private Equity) and composite reporting.
    • Requires advanced knowledge of project and program management principles.
    • Recognized as a subject matter expert within his or her specified field of expertise. 
    • Demonstrated ability to execute complex projects within budget and on time.
    • Requires expertise in MS Office, MS Visio, and MS Project.
    • Requires demonstrated knowledge in system implementation, integration and management.
    • Must possess excellent verbal and written communication skills and an ability to build relationships at all levels of the enterprise including external vendors.
    • Demonstrated ability to exercise independent judgment and strategic thinking under a minimum of supervision.
    • Must possess strong interpersonal and organizational skills.


    Mental/Physical Requirements:

    • The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
    • Vision must be sufficient to read data reports, manuals and computer screens.
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
    • Must be able to travel in a limited capacity.


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