Business Analyst

Job Locations
US-CA-San Francisco | US-CA-Los Angeles | US-NY-New York | US-MA-Boston


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

The Customer Service team provides operational support to First Republic clients, both external and internal. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. As ambassadors of First Republic’s high standard of extraordinary service, we are key drivers of the long-term relationships we build with our colleagues and clients.


First Republic Bank is seeking a Senior Business Analyst with a track record of 5 – 10 years of experience for the San Francisco office.  The Senior Business Analyst will provide support to Project Managers in coordinating and/or executing project tasks, producing project documentation and communicating with business partners.  The position serves as a liaison and requires the ability to build and maintain effective working partnerships with various partners.


The primary duty of the Senior Business Analyst will be to partner with Business and PMO personnel to generate business requirements, create test planning, test scripts and execution of the test plan.  Perform and identify any needed reporting and data analytics in support of the timely execution of the project.   The candidate will work with business managers and Subject Matter Experts (SME’s) to identify, prioritize and implement solutions to improve efficiency, reduce risk and support new business.  The ideal candidate will be able to evaluate a concern, document a recommended solution, create test scripts, coordinate testing effort with SME’s and QA, and guide the enhancement effort through to completion.  These solutions may include process changes, technology enhancements and close coordination with vendors. The candidate is expected to be a self-starter requiring minimal oversight, be results-oriented and have a strong sense of teamwork of Bank culture.


What you’ll do as a Business Analyst:

  • Support IBS Core Banking platform including application support for SRM, FTM, Mass Exchange, Bank Control, TellerInsight, IFM, Image Center, Deposits, Loans and CIF.
  • Utilize design, implementation, testing, and training to translate new and existing business process requirements into technical, applicable solutions.
  • Develop User Acceptance Test scripts and training material in order to execute defined solutions.
  • Create new business requirements documentation as well as functional specification documentation.  Review and update current process documents as needed and obtain stakeholder sign-off. 
  • Support prioritization of work requests
  • Identify business partner urgent and long-term needs.
  • Advocate for business partners during prioritization processes.
  • Maintain up-to-date priority and planning decisions in department tracking application.
  • Work with the project team to document needed testing for all scope items
  • Coordinate testing efforts with QA
  • Work with the vendor to report testing results, and coordinate retesting as needed once new code is put into place.
  • Assist in creating mapping documentation from vendor files into the company’s system of record.
  • Assist management to evaluate vendor data that may require mapping of vendor pricing data
  • Recommend solution options with clear and concise language appropriate for each audience
  • Provide regular, clear, and concise status updates to business partners and management
  • Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
  • Analyze workflows and existing processes/systems.
  • Document assumptions, dependencies, issues, and risks.
  • Document results for communication to affected areas.
  • Work with business partners to identify data reporting, systems or processing improvements.
  • Provide project support by documenting business requirements.
  • Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.


You could be a great fit if you have:

  • Required: Bachelor’s Degree and 3+ years of experience in systems analyst role working with IBS Core banking platform
  • Working knowledge of IBS Insight Deposits and Loans, SRM/FTM, IFM, Bank Control and CIF
  • Working knowledge of IBS Business Intelligence Center
  • Knowledge and experience in banking/financial services regulatory compliance
  • Experience monitoring and analyzing key performance indicators
  • Experience establishing processes and methodologies for preventative actions
  • Process and deadline oriented
  • Proactive individual able to operate efficiently in a fast paced environment.
  • Strong problem-solving skills is a must
  • Ability to be detail-oriented and handle multiple tasks concurrently is a must
  • Proven success in a fast-paced, highly dynamic environment
  • Superior verbal and written communication skills
  • Able to communicate technical concepts to both technical and non-technical personnel.
  • Provides extraordinary service.
  • Furthers the First Republic Bank culture and values.
  • Strong attention to detail.
  • Strong working knowledge of MS Word/ MS Excel/ MS Visio/ MS PowerPoint/ MS Access.
  • Knowledge of HTML, XML, java scripting, VB scripting, and OnBase 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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