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Associate Portfolio Manager

Employer
First Republic Investment Management
Location
San Francisco, California
Salary
$100k - $175k
Closing date
Jan 19, 2022

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Job Function
Portfolio Management: Multi-Asset
Industry Sector
Investment Bank
Employment Type
Full Time

Job Details

Title: Associate Portfolio Manager

Location: San Francisco

Salary: $100k - $175k

Experience: 2+ years

Description:

The Associate PM will support three senior portfolio managers with AUM over $3 billion and a team of 12 professionals delivering high-net-worth services.

Job duties will include: trading, account reviews, asset allocation, investment research / due diligence, presentation and client meeting support, and interaction with internal sales and operations. CFA or current enrollment in CFA program, MBA or Masters in Finance, and some investment experience required. Outstanding potential for revenue participation and compensation upside. Please do not apply if you do not currently live in or near San Francisco, or have immediate plans to move.

Company

Founded in 1985, First Republic Bank and its subsidiaries provide private banking, private business banking and private wealth management to individuals, families, businesses, nonprofits and foundations. First Republic clients work with a single relationship manager who coordinates a team of lending, deposit, investment management, trust and brokerage professionals. Preferred banking and wealth management offices are located in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Palm Beach, Boston, Greenwich and New York City. First Republic Private Wealth Management (FRPWM) has assets in excess of $37 billion within the brokerage, trust, and asset management groups; with ~$20 billion in discetionary assets under managment. FRPWM is experiencing rapid growth and success.
Company info
Location
3725 Webster St
San Francisco
CA
94123
US

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