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.
Under the general direction of the PWM Program Director, the Snr Project Manager role manages Corporate Projects and/or small-to-medium Department Projects within the realm of Private Wealth Management. The individual specializes in multiple areas, is extremely adaptable and has the ability to manage multiple highly complex projects. The role requires a high level of collaboration to define scope, requirements, project governance, design, testing, timeline, and budget. The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved. The position may lead/and or direct the work of others.
As part of the Information Services team, the Wealth Management Technology Team drives the vision to create an industry leading, client-centric wealth technology experience. The team is looking for forward thinking, action oriented individuals to help drive the implementation of innovative, cutting-edge solutions.
This position reports to a Director in Wealth Management Technology and supports the development and implementation of Wealth Management’s technology roadmap. This role has a key responsibility within First Republic to ensure that our client experience within Wealth Management maintains the highest standards of the Bank.
The Business Analyst works with subject matter experts from the Trust Company to support business requirements and application support for the administration of unique assets; using Petro Data Systems (PDS). This includes identifying necessary data, reconciling with the vendor application and the legacy data sources and ensuring a successful implementation of the PDS capability. This will include identifying data sources, data mapping and migration, calculation logic and business term definition, establishing data quality rules, writing and execute data quality checks, researching and analyzing data in support of business functions, process and workflow knowledge and user acceptance testing.
Candidates without Unique Asset Management experience will not be considered.
Candidates without 5+ years in Trust/Wealth/Investment Management will not be considered.
Candidates with resumes longer than 4 pages will not be considered.
Write and execute data quality checks to:
o Ensure that all and only the expected records appear
o Ensure that calculated values are correct
o Ensure that abnormal/edge cases are handled as expected
o Ensure that all values fall within expected range
o Check null value handling, etc.
Experience & Education: