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 clientseds 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 r 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.
Responsibilities 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
Qualifications Ideal candidates will also exhibit:
Strong interpersonal skills and ability to work well within a team environment
Proficiency in excel and an ability to articulate a message to a broad audience
A good instinct for global markets, economics and asset classes
Familiarity with Morningstar, eVestment Alliance, MPI stylus and Bloomberg
Ability to interpret and present statistical information and data
