Vice President, Quantitative Equity Strategist

Company: First Republic Bank
Location: San Francisco
Posted on: January 15, 2021

Job Description:

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 - Vice President, Quantitative Equity Strategist in New York, New York - Careers at Rockefeller Center 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. Welcome page Welcome page Returning Candidate? Log back in! Vice President, Quantitative Equity Strategist ID 2020-11343 Job Locations US-NY-New York 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. We are looking to hire a Quantitative Equity Strategist with experience developing and updating analysis on US and international equity markets. The role will also involve contributing to the Equity Research team's published investment strategy research and related communications, as well as participation in internal conference calls regarding investment decisions. The Strategist will be expected to prepare research notes and chart-based presentation materials developed from ongoing analysis of macroeconomic and equity market data. He/she will have the confidence to make actionable recommendations on equity asset sub-classes by style, geography, market cap, and other factors. The Strategist will be called upon to prepare scenario analysis for a wide range of potential economic and market outlooks. The role will involve frequent collaboration with fundamental equity analysts and other members of the Research Team to jointly develop investment recommendations for the Wealth Managers and clients of First Republic Investment Management. The role includes participation in the committees which oversee the firm's asset allocation recommendations as well as the firm's equity model portfolios. The successful candidate will employ equity risk models and other statistical tools to broaden the analytical perspective in the investment research process and optimize portfolios for risk and return. As we are a highly entrepreneurial and fast-growing firm, the Strategist will also be expected to contribute his or her time and knowledge to a variety of ad hoc projects and endeavors that are undertaken by the firm's Wealth Managers and its administrative leadership in the pursuit of securing new business and servicing our clients. He/she will report to the Head of Equities. What you'll do as Vice President, Quantitative Equity Strategist:

• Provide regular written updates on market developments to the Head of Equities and the firm's Research Team as well as the internal audience of Wealth Managers.
• Propose medium- and long-term equity strategy recommendations compatible with stated investment policies, including use of primary benchmarks, and identify emerging trends and risks likely to impact the recommendations.
• In collaboration with the Equity Research Team, contribute to the development of efficient model portfolios through contribution of analysis of expected return, risk and correlation within and between equity sub-classes.
• Contribute to a culture of analytical rigor by adhering to formal processes for risk-return analysis.
• Perform duties & responsibilities specific to department functions & activities.
• Performs other duties & responsibilities as required or assigned by the Head of Equities.
• Responsibilities also include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank You could be a great fit if you have:
  • 10+ years of experience analyzing international and US equity markets
  • Highly effective written and verbal communication skills
  • Experience with equity factor analysis and related risk models (e.g. Axioma, MSCI-Barra, Northfield)
  • Ability to leverage market data platforms (e.g. FactSet, Refinitiv or Bloomberg) and MS Office to publish client-ready, graphics-focused investment analysis and investment recommendations
  • Proficiency in R or Python preferred
  • Undergraduate degree in business or MBA
  • CFA required
  • An ability to multi-task in a fast-paced environment 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. Options Apply for this job online Apply Share Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Loading... Need help finding the right job? We can recommend jobs specifically for you!Click here to get started. Please be advised that First Republic Bank will not ask you to provide personal information, including driver's licenses, social security numbers, and passports during the interview process. If you receive a request of this type, please report it to Fraud@firstrepublic.com
      
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Keywords: First Republic Bank, San Francisco , Vice President, Quantitative Equity Strategist, Executive , San Francisco, California