First Republic Bank is committed to a policy of equal employment opportunity for all employees and applicants for employment, without regard to race, color, religion, sex, pregnancy, childbirth, sexual orientation, gender identification, national origin, ancestry, age, marital status, physical or mental disability, medical condition, genetic information, citizenship status, veteran status or any other legally protected category, in accordance with applicable federal, state and local law.
Banking products and services are offered by First Republic Bank, Member FDIC and Equal Housing Lender
Investment Advisory services are provided by First Republic Investment Management, Inc.
Trust services are provided by First Republic Trust Company and First Republic Trust Company of Delaware LLC.
Brokerage services are offered through First Republic Securities Company, LLC, Member FINRA / SIPC .
Insurance services are provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License # 0I13184, and First Republic Investment Management, DBA Eagle Private Insurance Services, CA Insurance License # 0K93728.
Investment, Insurance and Advisory Products and Services, and Foreign Exchange Transactions, are Not FDIC Insured or Insured by Any Federal Government Agency, Not a Deposit, Not Bank Guaranteed and May Lose Value.
Careers | First Republic Bank | Research Associate, Investment Management in San Francisco, California | Careers at One Front Street Skip to Main Content Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job.
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Research Associate, Investment Management
ID 2021-12443 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 individual will be a key member of the Investment Management and Research Team at First Republic Private Wealth Management, reporting to the Chief Investment Officer.
He/she will ensure the Team is responsive to the research-related needs of the Private Wealth Management organization by ensuring research materials and Wealth Manager requests are aligned to current and emerging areas of client need; meet the highest quality standard and are delivered in a timely fashion.
The successful candidate will support the growth and integration of new Wealth Management team’s investment strategies into the Private Wealth Management platforms.
What you’ll do as a Research Associate, Investment Management:
Serve as the primary contact and coordinate all Investment Management and Research information requests from recently recruited Wealth Managers and their clients.
Deliver thorough and timely responses to Wealth Managers, firm leadership and other internal constituents on recruiting process and progress.
Coordinate with Legal, Compliance, and Operations Teams to ensure smooth onboarding of Wealth Managers.
Prepare and update presentation materials and other documents produced by the Investment Management and Research Team – including collecting and presenting performance data in a client-ready and compliant manner.
Develop and coordinate a recruiting calendar and database for Investment Management and Research leadership to ensure timely responses and follow up to recruit requests.
Facilitate communication and idea sharing across Investment Management and Research to ensure top-notch output and consistent follow through for recruits.
Act as single point of contact for recruiting activity coordination for Investment Management and Research team members.
Schedule meetings, prepare meeting materials, coordinate follow-up meetings and activities, and archive all relevant documents.
Maintain database of relevant materials.
You could be a great fit if you have:
2 or more years of experience related to the investments/securities area A strong sense of organization, with an ability to manage multiple priorities in a fast-paced environment A highly effective written and verbal communication skills, including the ability to convey complex ideas clearly, understandably, and succinctly to colleagues and clients Working knowledge of Microsoft Suite, including database skills; programming languages like R or Python are a strong plus Strong project management skills, including driving to completion Undergraduate degree in business or an analytical field; CFA (or progress towards CFA) is desirable
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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If you receive a request of this type, please report it to Fraud@firstrepublic.com
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