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. We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.
First Republic Bank is seeking a Business Analyst with a track record of 7 – 10 years of experience for the San Francisco office. The 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 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 to 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.
-Marketing software implementation experience (CRM, marketing analytics, MRM, etc)
-Development experience (familiarity with wireframing, UX and database design at a BA level)
-5-7 years marketing experience
-Ability to support a multi-stage digital transformation project
-Familiar with the overall technical implementation of marketing systems
-Guide stakeholders on best practices for long term technical success
-Work with business partners to identify data reporting, systems or processing improvements.
-Provide project support by documenting business requirements.
Identify business needs.
Analyze workflows and existing processes/systems.
Perform business analysis such as documenting business requirements, create use-cases and functional specifications and spearhead the effort required to develop those documents.
Document assumptions, dependencies, issues, and risks.
Design, execute, and document application testing.
Document results for communication to affected areas.
Represent the Department by serving as a key contact for the business unit, technical vendor(s), and other Subject Matter Experts on the project team.
-Develop data reports, extracts, and analyses.
Support ad-hoc requests
Create reusable/refreshable queries using MS Excel, MS Access, or MS Query
Develop moderately-complex queries requiring data transformation and normalization.
The ability to manipulate Excel, CSV, and other types of data.
-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
Create test scripts for all process and system enhancements.
Work with testers to coordinate reporting of identified issues and document/report retesting results
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
-Manipulate data utilizing CSV, and Excel formats, utilizing pivot tables and other excel functions.
-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.
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.
Experience (minimum of 5 years required)