Business Analyst

Job Locations
US-CA-San Francisco
Management Analytics


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.


Our goal is to implement solutions that improve our ability to provide exceptional client service.   The right candidate will have a mindset to engage with our colleagues - understand their processes, challenge the status-quo, evaluate opportunities, see the ‘big-picture’, and ultimately help design a creative solution that will enable us to provide high-touch client service.

To that end, the Business Analyst will partner closely with multiple lines of businesses to identify problems and collaboratively define requirements and solutions, as appropriate. The Business Analyst will help build and implement processes and procedures and support technical specifications.

This role requires an understanding of banking products, operations and system functionality. Candidates must be results-oriented and have excellent verbal and written communication skills to interact with stakeholders at various level.


What you’ll do as a Business Analyst:

  • Keep the client and our front-line colleagues at the forefront of all analysis, requirements, process changes and solutions.  Help enable high-quality client service while scaling our processes to support volume growth and changing client needs
  • Perform data analysis and process design activities at the operational and organizational level
  • Coordinate the efforts of internal technical and non-technical staff, and of key business users
  • Work with the business to come up with solutions for process improvements
  • Engage and direct business partners and subject matter experts to identify priorities and scope for medium business problems
  • Define and document business requirements
  • Provide assistance in identifying, evaluating, and developing systems and procedures that are cost effective and meet business requirements
  • Collaborate with management to ensure timely and successful resolution of project issues
  • Support project planning and managing of business team deliverables
  • Attend/Coordinate/Lead meetings as required

Additional responsibilities include:

  • Adhere to and comply with all applicable federate laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.)
  • Adhere to Bank policies and procedures
  • Complete required training


You could be a great fit if you have:

  • 5+ years of business analysis experience in the implementation of process design and project management
  • 5+ years of banking or financial services industry experience in the domain of transaction services, deposits or lending
  • 3+ years of experience in the delivery of reporting solutions in banking or financial services industry
  • Good SQL skills to analyze and profile data and build report prototypes
  • Ability to interface with businesses and understand business requirements and existing systems to deliver cross-department solutions
  • Ability to develop and implement new processes and procedures

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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