• Associate, Research (Third Party Manager Research)

    ID
    2019-7735
    Job Locations
    US-NY-New York
    Category
    Wealth Management
  •  

    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. 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.

     

     

    Common goals, uncommon potential

    The preferred candidate should have at least 3 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.

     

    What you’ll do as a Associate, Research – Third Party Manager Research Platform Analyst:

    • 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

     

    You could be a great fit if you have:

    • Strong interpersonal skills and ability to work well within a team environment
    • Proficiency in writing and an ability to articulate a message to a broad audience
    • A good instinct for global markets, economies and asset classes
    • Strength in the creation of marketing materials centered on the delivery of a message
    • Familiarity with Morningstar, eVestment Alliance, Factset, CodeRed and Bloomberg 

    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.

     

    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.

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed