Senior Sales Quantitative Analyst

Job Locations
US-CA-San Francisco


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 Data & Client Insights, we are responsible for delivering accurate data reporting to help promote data fluency, improve client service, and inform business decisions across the enterprise. We aim to maximize the value of the Bank’s data to capitalize on competitive opportunities in increasingly sophisticated ways.


Discover the independence to grow and drive change

We are a data-driven team: data and analytics are central to everything we do and underpin all of the functions of the Bank. This position will work with the Bank’s regional management and sales teams to maximize the value of our data towards making more informed decisions, servicing clients and capitalizing on competitive opportunities in increasingly sophisticated ways. 


The ideal candidate is entrepreneurial and collaborative with a sharp analytical mind and superior communication skills.  The candidate should identify as a “life-long learner” with a “let’s do this” attitude. If you’re flexible, self-motivated and excited by digging into data to understand and improve the way businesses work, we want to hear from you. 


What you’ll do as a Quantitative Analyst:

  • Independently partner and work with cross-functional teams to identify opportunities and operational enhancements, as well as implement innovative solutions using analytical models to solve business requirements/challenges
  • Rapidly develop, execute and implement custom and accessible solutions to fit the sales team’s goals to increase sales performance and drive revenue; this includes conducting hands-on data analysis and validation, and developing predictive models
  • Work closely with stakeholders to solve problems quickly and implement something that works “now” while collaborating with team leadership on how to scale solutions for wider adoption
  • Use advanced analytics to assess portfolio performance, identify business opportunities, increase sales for individual banking teams, and drive critical business decisions by:
    • Brainstorming data mining strategies; extracting and analyzing credit, and retail and investment banking data; building dashboards, alerts and tools; and producing other tools and solutions
  • Design, development and deployment of self-service reports, scorecards and dashboards based on analytical data
  • Research, explore, and enable new quantitative techniques and technologies in data science
  • Drive thought leadership and embrace emerging industry innovation
  • Take pride in and own your work
  • Create documentation and maintain version control for all deliverables


You could be a great fit if you have:

  • Extremely strong interpersonal, analytical, and problem-solving skills
  • Excellent communication skills (oral and written) with a demonstrated ability to understand and communicate technical concepts with others, especially senior management, business users, and technical teams effectively
  • Excellent independent research, analysis, and documentation skills
  • The ability to multi-task and prioritize varied workloads with frequently changing priorities
  • The ability to function well in high pressure situations and feel that such moments produce some of your best work
  • 5+ years of applicable corporate experience working on programming, data analytics, quantitative modeling
  • Bachelor’s degree or higher; business, CS, engineering, liberal arts, social sciences, mathematics

Technical qualifications:

  • Required:
    • Ability to work with large databases and devising queries using SQL
    • Ability to create dashboards with Tableau
  • Nice to have:
    • Programming skills in prototyping languages like Python
    • Statistical skills and experience with languages like R
    • An understanding of the data used and the associated inherent issues in Commercial Banking, Retail Banking, or Asset Management would be a plus

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 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.


We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic.


If you are curious to learn more about this opportunity, we'd love to hear from you.


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.


For New York City-based roles: Mayor Bill de Blasio announced that, effective December 27, 2021, all private sector employers?in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.


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