Contingent: PWM Data and Reporting Analyst

Job Locations
US-CA-San Francisco
Information Services


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

In Technology, we support First Republic’s employees and clients through the acquisition, integration and management of the Bank’s information technology systems and services. We drive innovation and explore emerging technologies so our people can be productive and focus on what matters most – providing extraordinary service.



Data and Reporting Analyst, PWM Technology

The Tableau Report Developer works with subject matter experts from the project and business teams to determine: Data requirements for the PWM Reporting platform; develop functional specifications; provide detailed data flow documents. They will also participate in the full development process life-cycle from concept, through testing and implementation. This includes identifying necessary data, reconciling with the new application and the legacy data sources and ensuring a successful implementation of PWM Reporting capability. Specific tasks include: communicating business term definitions; establishing data quality rules; writing and executing data quality checks; researching and analyzing data in support of business functions; process and workflow knowledge; and user acceptance testing.


What you’ll do as a Data & Reporting Analyst:

  • Design and develop Tableau reports and dashboards that will yield actionable insights that present the answers to business questions.
  • Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite.
  • Code and modify SQL/ETL based on dashboard requirements.
  • Maintain validation of reporting business rules, documentation and distributions to proper stakeholders.
  • Train and educate co-workers on data visualization tools and best practices.
  • Participate in design and delivery of curriculum related to rollout of new reports and dashboards to drive adoption and to enhance business decision-making capability.


What skills you will use:

  • BA or BS in Management Information Systems, Mathematics, Computer Science, or Engineering required.
  • 5+ years of experience using business intelligence reporting tools. Mastery of Tableau for the creation and automation of Enterprise Scale dashboards.
  • 5+ years of experience writing advanced SQL, performance tuning of BI queries, data modeling, and data mining from multiple sources (SQL, ETL, data warehousing).
  • Knowledge of Private Wealth Management/Investment Management – with ability to interpret definitions and calculations from business language to developer logic.
  • Experience with portfolio management and related reporting.
  • Expertise with Data Visualization best practices.
  • Possess a strong foundation in data analytics, an understanding and foundation in data science.
  • Have exposure to statistical modeling experience (R, SAS, SPSS). (Preferred).
  • Strong visualization design and development experience with Tableau (and other Business Intelligence tools).
  • Expert in writing SQL.
  • Excellent attention to detail and experience debugging code.
  • Proven track record of delivery for business critical BI/Analytics projects.
  • Ability to operate with cross-functional teams.
  • Strong quantitative and analytical skills - ability to quickly analyze data to identify key insights and apply them to the business.
  • Clear, high-level understanding of complex data models and software integration/delivery.
  • Excellent communication skills, including ability to present effectively to both business and technical audiences at all levels of the organization.
  • Strong orientation to clients, including demonstrated ability to understand needs and apply this knowledge to drive data enhancements.


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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