• Business Analyst, Digital Wealth (Contract)

    Job Locations
    US-CA-San Francisco
  • Overview

    The Digital Channels team is hiring a Business Analyst to join our highly engaged and efficient project team to help build the next generation of our Wealth Management’s online experience for clients, on both desktop and mobile. The main objective of this role will be to compare client data across a wide range of sources to help the project team determine which data to display to clients. Other tasks will include detailed requirements analysis, documenting processes, use-case definition, test planning and execution, process design, and professionally presenting findings (high-quality materials and presentation). 


    Key to success in this role is natural analytical way of thinking combined with the ability to quickly develop strong working relationships with a large group of key players. This BA will work cross-functionally with multiple project teams, front-line producers, clients, technology, operations and vendors.


    - This is a 12-month Contract to Hire Position -


    First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.


    • Develop a detailed end-to-end understanding of the applicable Wealth Management data as well as its data sources to be used in the development of the Bank’s Wealth management website and mobile app.

    • Develop detailed use cases and documentation of client interactions and related system processes/ interfaces.  Includes working as an effective liaison between the front office, business units, operations and technology to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy.


    • Develop deep understanding of business clients’ use of online banking and brokerage.  Document general and segment-specific use cases, requirements and associated communication materials for satisfied, target and gap functionality.  Accurately solicit and represent the “voice of the customer” where required.

    • During the implementation phase of the project, work directly with developers and integration specialists to design, configure and test applications to ensure functionality is delivered as expected and as described in the business requirements.

    • Ability to plan and work with little direct supervision effectively in a highly complex, entrepreneurial and (often) high pressure environment.

    • Given the Bank’s delivery of many technology solutions and related services through third parties, a significant part of these activities involves working closely and effectively with multiple third parties.

    • Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.

    • Participate in the development of department policies and/or procedures and assist with client specific projects as assigned.


    • Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.



    Education/Work Experience:


    • Undergraduate degree required
    • 4+ years of business analysis required
    • 3+ years of Financial Services experience required, Digital Wealth or related areas in Trading, Account servicing, reporting etc preferred
    • 3+ years of experience of business/ technology consulting, and/ or technology delivery strongly preferred
    • Management experience strongly preferred

    Professional Skill/Competency:

    • Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
    • Experience analyzing and writing business & functional requirements
    • Analysis and documentation of operational workflows and system process flows
    • Strong business orientation with broad experience with banking processes, technology and change initiatives
    • Experience designing wireframes preferred
    • Proficiency at using MS Excel or MS Access preferred
    • Basic understanding of SQL/ Data analysis/Data Analysis tools preferred


    Personal Skill/Competency:

    • Communication skills.  Demonstrates excellent communication and interpersonal skills; able to communicate clearly and concisely in a variety of settings and styles; is effective in a variety of formal presentation and meeting settings; commands attention and can manage group process during presentation/ discussion
    • Change management.  Gains support for change by providing context and responding with sensitivity to concerns; takes initiative to recommend/ develop innovative approaches to getting things done
    • Negotiation skills.  Negotiates skillfully in tough situations with internal and external groups; can be both direct and diplomatic
    • Peer relationships.  Can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration


    Mental/Physical Requirements:

    • Vision must be sufficient to read data reports, manuals and computer screens.
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
    • Must be able to travel in a limited capacity


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