Who We Are

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for nine consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

Support the investment management group and other FAT business units in the area of investment research, strategy, analysis, trading, operations, and accounting. Provide senior level managerial reports and analysis regarding the FAT investment portfolio. Works with FAT business units to drive process improvement through identifying opportunities to streamline business processes and procedures. Act as a liaison between FAT and its auditors, broker-dealers, vendors, and other business units to better define processes and/or generate, update and create more efficient services.

What You’ll Do

• Significant primary responsibility for research coverage of equity industry sectors, asset classes, strategies, and/or sophisticated analytical processes (IRR, GIPS, etc.)
• Proven track record of alpha generation.
• Takes on leadership roles within the investment management group in regards to research, trading, operations, accounting and analysis.
• Collects and interprets data, creates reports and performs complex analysis regarding the FAT investment portfolio.
• Sets objectives for project goals and monitors project to achieve those goals. 
• Identifies issues and inefficiencies and recommends process improvements.
• Develops creative solutions and drives change.
• Influences department processes and procedures.
• Negotiates, persuades and gains consensus from a cross functional team.
• Partners with FAT business units, auditors, broker-dealers, and vendors to streamline business processes and improve efficiency.

What You’ll Bring

• Bachelor’s degree or equivalent combination of education and experience
• MBA or CFA preferred
• 15+ years of experience
• Excellent analytical skills
• Strong attention to detail.
• Advanced knowledge of general economic conditions, business cycle, and investment analysis techniques (fundamental, technical, valuation)
• Ability to multi-task, independently solve problems and meet deadlines
• Professional level written and oral communication skills.
• Excellent interpersonal, relationship-building and teamwork skills
• Strong mentorship skills
• Self-motivated; self-starter
• Ability to respond quickly to emergent problems and focus both on long-range projects and immediate tasks
• Advanced MS Office skills required
• Experience with analyzing Alternative Investments a plus but not required
• Advanced knowledge of Bloomberg, Morningstar, and relevant investment trading/operations platforms

Salary Range: $131,800- $175,750 Annually

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting.  Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

What We Offer

By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.