Sales Quantitative Analyst

Job Locations
US-CA-San Francisco | US-NY-New York


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.


The ideal candidate is entrepreneurial and collaborative with a sharp analytical mind and superior communication skills.  The candidate should have a degree in a computational field.


What you’ll do as a Sales Quantitative Analyst:

  • Independently partner and work with sales, teammates, other analytics teams across the bank, and other cross functional teams to identify opportunities and implement innovative solutions and operational enhancements using analytical models to increase sales performance and drive revenue.
  • Rapidly develop, execute and implement custom and accessible solutions to fit the sales team’s book of business under the guidance of senior quants and management.
  • 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.
  • Conduct hands-on data analysis and validation, and develop data reports and predictive models supporting increasing sales and revenue.
  • 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.
  • Designing, developing, and deploying self-service reports, scorecards and dashboards based on internal and external data.
  • Research, explore, and enable new quantitative techniques and technologies in data science.
  • Drive thought leadership and embrace emerging industry innovation and best practices.
  • Mentor and support junior resources in technical areas.
  • Create documentation and maintain version control for all deliverables
  • Additional responsibilities may be assigned based on department needs.


You could be a great fit if you have:

  • A bachelor's degree or higher; technical discipline preferred (computer science, engineering, mathematics, etc.)
  • A minimum 2+ years of relevant corporate work experience working in programming, data analytics, or quantitative modeling
  • Previous consulting and Big 4 experience highly desirable
  • Ability to work effectively in both a team environment and independently, both with internal and external (partner) resources
  • Must be proficient in Excel and SQL; Experience in Tableau, statistical analysis, and R a plus
  • Proficiency in Python (pandas, numpy) or willingness to learn
  • Excellent oral, written communication, interpersonal, facilitation, and organizational skills
  • Banking experience is a plus but a candidate that can clearly articulate the transferability of out of industry skills will be considered
  • Quick learner and strong analytical and problem-solving skills
  • Highly self-motivated, flexible and adaptable with a confident “do the right thing” team player attitude
  • Self-organized and ability to multitask and prioritize varied workload with frequently changing priorities, and deliver in a high-pressure environment
  • Ability to make critical decisions and execute with limited information and ambiguity, and work independently and with minimum direction
  • Provides extraordinary service


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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