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Associate, Investor Relations

Company: First Republic Bank
Location: San Francisco
Posted on: April 9, 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 - Associate, Investor Relations in New York, New York - Careers at Rockefeller Center 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. Welcome page Returning Candidate? Log back in! Associate, Investor Relations ID 2021-11967 Job Locations US-NY-New York Category Marketing 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 The Investor Relations team is responsible for communicating First Republic's strategy and financial performance to the investment community (existing and potential shareholders and research analysts who study our stock). We are looking for team-oriented, proactive candidates with strong communication and organizational skills who embrace our culture of providing extraordinary service to both our internal and external stakeholders. The Associate will support the team's outreach and engagement activities. What you'll be doing as an Associate, Investor Relations:--

  • Provides extraordinary service commensurate with the Bank's reputation, to investors, along with other internal and external stakeholders, through clear, responsive and proactive communication and engagement efforts.
  • Oversees full compliance with Regulation Fair Disclosure, including training and associated safeguards in alignment with the Bank's internal trading policies. Exercises full discretion in working with confidential information.
  • Manages the logistics of the investor outreach program and team's activities which includes:
  • Scheduling and coordinating events with external and internal parties and creating meetings in Microsoft Outlook and Zoom
  • Making travel arrangements
  • Preparing briefing materials
  • Researching venues
  • Organizing catering
  • Setting up meetings
  • Manages materials inventory
  • Scheduling meetings on behalf of the Vice President, Director of Investor Relations
  • Manages the reporting of the investor outreach program including accurately recording all events in the third-party CRM tool (Nasdaq IR Insight).
  • Manages the investor relations inbox, directing or responding to inquiries in a timely and professional manner.
  • Manages the Investor Relations team's public and internal online website.
  • Assists with the maintenance and electronic storage of investor--related documents and materials.
  • Maintains records of key financial data.
  • Maintains the team's internal procedures.
  • Performs other duties & responsibilities specific to department function and activities or as required or assigned by supervisor including, but not limited to, administrative assistance, ad-hoc reporting and research.
  • Responsibilities 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. 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. Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. You could be a great fit if you have:
    • Detail-oriented and organized.
    • Operates with a high sense of urgency.
    • Provides extraordinary service to the IR team, internal and external stakeholders.
    • Team player.
    • Excellent oral, written and visual communication skills.
    • Strong Microsoft Outlook, Word, Excel and Powerpoint skills.
    • Ability to execute discretion with confidential
    • Furthers the First Republic Bank culture and values.
    • As this role will require coordination with the Bank's executive leadership and management teams and their respective support teams and our shareholders and research analysts, a high-degree of professionalism is required.
    • Bachelor's degree required.
    • 2-5 years of prior work experience preferred. Job Demands
      • Vision must be sufficient to read data reports, manuals and computer screens
      • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person
      • Speech must be coherent and articulate to clearly convey and exchange information
      • Position involves sitting most of the time, but may involve walking or standing for brief periods of time
      • Must be able to travel in a limited capacity 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 , Associate, Investor Relations, Other , San Francisco, California

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