Performance Analytics Associate

ID
2020-9851
Job Locations
US-CA-San Francisco

 

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

This position will provide support for the development, review, and production of client­facing performance reports as well as related firm­wide performance data and analytics. The Performance Analyst will report to the Vice President of Performance Analytics and will work directly with Private Wealth Management front­office stakeholders and operational teams to ensure report quality and availability.
 
Field Support – provide tools and professional support to client­facing teams to analyze, comprehend, and communicate the drivers of portfolio performance.
  • Research and respond to performance issues and question raised by Wealth Managers (WM’s), Client Service Associates (CSA’s) and Research
  • Actively monitor performance data for consistency and proactively resolve data issues
  • Proactively identify and communicate performance trends and exceptions
  • Consult with client teams and research to find creative solutions to optimize the client experience
  • 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
  • Provide responsive, professional support that is reflective of a culture of respect and exceptional service
Product Design / Enhancement – Work with Performance team to provide a comprehensive, accurate, and unbiased view of client portfolios. Collaborate with technology partners to improve systems and processes to facilitate reporting and data integrity.
 
The Analyst will work as a subject matter expert to:
  • Develop systems and processes to ensure consistently accurate position, performance, and benchmark data
  • Deliver a suite of performance reports that provides insight into the drivers of portfolio performance and underscores the firm’s stewardship and value
  • Advocate for Performance reporting needs in system projects
  • Evolve to exceed client expectations and provide the highest level of customer service

Firm­Level Analytics – Provide managerial insight into the sources of the change in the value of assets under management and the performance of specific investment strategies against benchmarks

  • Develop processes and reports to analyze and monitor, cash flow, asset allocation, performance and risk at multiple levels. (i.e. Line­of Business, 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

 

You could be a great fit if you have:

 

Potential candidate must have a minimum of two years of experience in the investment industry with a focus on performance analytics and reporting. (HNW or UHNW client experience greatly preferred) The potential candidate should have proven performance measurement skills and a passion for creating an exceptional client experience.

  • Understanding of a variety of performance and risk metrics across all investment types including fixed income, equities, and alternative investments.
  • Understanding of investment instruments; and should be able to understand corporate actions, securities pricing, cost basis calculations, and fixed income interest accruals.
  • Should have a general knowledge of benchmarks and their appropriateness to a given investment strategy.
  • Should be familiar with general investing concepts, investment strategies and portfolio construction.
  • Prior experiences working with Private Equity and Hedge fund investments preferred.
  • CIPM designation or commitment to progress toward the designation is strongly preferred.
  • High attention to detail and accuracy
  • Strong oral and written communication skills (consultative Ability to work independently
  • Strong Microsoft Excel skills
  • Strong communication and consulting skills
  • Bachelor’s Degree required. Advanced degree in Finance, Accounting or Investments strongly preferred.
  • Proficiency with Microsoft Word and Outlook.
  • Addepar experience 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 take initiative and make decisions? 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. Come join us!

 

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.

 

First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

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