• Associate Director, Performance Analytics

    ID
    2019-7825
    Job Locations
    US-CA-San Francisco
    Category
    Wealth Management
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    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.

     

     

    See service from a higher perspective

    The Associate Director, Performance Analytics will serve as a Team Lead and provide support for the development, review, and production of client­facing performance reports as well as related firm­wide performance data and analytics. The Associate Director, Performance Analytics will report to a Director of Performance Analytics and will work directly with Private Wealth Management front­office stakeholders and operational teams to ensure report quality and availability. Additionally, this senior position will be the next level of escalation for associate and senior associate team members to address complex performance issues and resolve matters.

     

    What you’ll do as an Associate Director, Performance Analytics:

    • Research and respond to performance issues and question raised by Wealth Managers (WMs), Client Service Associates (CSAs) and Research with a strong emphasis on exceptional service.
    • Actively monitor performance data for consistency and proactively resolve data issues.
    • Partner with Technology and Operations to develop processes and procedures to maximize accuracy and efficiency.
    • Partner with Investment Management and Research to find creative solutions to optimize the client experience.
    • Develop systems and processes to ensure consistently accurate position, performance, and benchmark data.
    • Construct a suite of performance reports that provides insight into the drivers of portfolio performance and underscores the firm’s stewardship and value.
    • Create an engaging on­line experience that will allow clients to interact with their portfolios and deepen their understanding of the composition and performance of their investments.
    • Develop processes and reports to analyze and monitor cash flow, asset allocation, performance and risk at multiple levels. (i.e. Line­of Business, Region, Team, Wealth Manager, Client).
    • Create and maintain composites to monitor and report on the performance of third­party managers and internally managed strategies against relevant risk and return benchmarks.
    • Monitor performance of assigned portfolios and proactively resolve data accuracy and calculation issues.
    • Partner with client teams to develop materials to fulfill specific requirements
    • Set up reporting groups, composites, templates and benchmarks
    • Work with internal teams to define and test product / process enhancements.
    • Set up and lead training sessions for the WMs CSAs to teach proper usage of the performance reporting system and to provide guidance on best practices.
    • Update and maintain training documents for both the Performance Team and end users.
    • Evolve to exceed client expectations and competitive offerings

     

    You could be a great fit if you have:

    • Minimum of five years of experience in the investment industry with a focus on performance analytics and reporting.
    • Bachelor’s Degree required. Advanced degree in Finance, Accounting or Investments strongly preferred.
    • Proven performance measurement skills and a passion for creating an exceptional client experience.
    • Familiarity with general investing concepts, investment strategies and portfolio construction.
    • Thorough understanding of and experience with variety of performance and risk metrics across all investment types including fixed income, equities, and alternative investments.
    • Solid understanding of investment instruments; and should be able to understand corporate actions, securities pricing, cost basis calculations, and fixed income interest accruals.
    • General knowledge of benchmarks, their construction methodology and their appropriateness to a given investment strategy.
    • High attention to detail and accuracy.
    • Strong oral and written communication skills with the ability to work autonomously
    • Advanced data analysis and Microsoft Excel skills
    • Proficient with Microsoft Word and Outlook
    • Prior experiences working with Private Equity and Hedge fund investments preferred.
    • Addepar experience strongly preferred.
    • CIPM designation or commitment to progress toward the designation is strongly preferred.

    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.

     


    Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records, to the extent consistent with applicable federal and/or state law.

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