First Republic Bank

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Contingent: APX Business Analyst

Contingent: APX Business Analyst

Job Locations 
US-CA-San Francisco
Information Services

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Under the direction of the Private Wealth Management Program Director, the Business Analyst role will perform business process analysis and technical definition for the project to upgrade the current version of APX to the latest version.  The individual specializes in implementation of APX upgrades and is extremely adaptable and has the ability to analyze multiple highly complex business processes.  The role requires a high level of collaboration to review and define process, define and review technical specifications, and testing.  The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, business partners, vendors, and other departments involved.  This role requires a self-starter that displays consistent levels of initiative and drive, can follow PMO process and has a mindset that excels in an environment that challenges convention. Having the ability to deeply understand the rationale behind taking a direction and advocating for it, is key. Attention to detail and an ability to continually look around the corner and bring solutions to problems is key.


Line of Business-Specific Requirements:  Candidates for this role must have extensive experience working with APX and upgrade projects and displays a deep understanding and appreciation for the complexities of implementing/upgrade such a solution.  Must be able to demonstrate a depth of knowledge in APX upgrades. Experience wealth management, brokerage or investment portfolio management is also essential. 6+ years as a business analyst is required for this role. Candidates with less experience will not be considered.


Candidates must have experience with highly visible projects across several lines of business.  Optimal candidates will have a proven track record for delivering on APX upgrades and/or implementation initiatives within a challenging environment.  This individual must possess a superior ability to identify developing issues that jeopardize scope, timeline, risk, and/or business acceptance.



  • Collaborate with project team, Product Manager, business and technology partners to jointly identify data needs required to deliver the next generation of wealth management technology solutions.
  • Ensure business requirements are being met with the delivered business functionality of the vendor solution and highlight differences and potential changes/solutions
  • Develop and communicate process changes, enhancements, and modifications – verbally and through written documentation – to management, peers, staff, and other employees so that issues and solutions are understood.
  • Work closely with vendors to manage issues as they arise.
  • Work with vendors to understand the product capabilities and how they can be leveraged more effectively by the relevant operational groups.
  • Actively engage with the project team to help determine the best implementation and approach
  • Communicate results and insights with project teams and stakeholders (e.g., through live presentations and ongoing analysis/reports).
  • Work closely with the PWM Support team to provide domain experience and expertise related to APX
    on periodic basis as the work demands be part of the project teams for helping define and design solutions that help streamline the portfolio accounting and performance functions for relevant operational groups.
  • Maintains a flexible work schedule



  • Four year degree or equivalent professional experience and/or qualifications.
  • MBA or relevant graduate degree preferred.
  • Must possess strong interpersonal and organizational skills including serving as a mentor.
  • Six or more years of business analysis experience and demonstrated success. 
  • Five or more years of experience that demonstrates an in-depth understanding of Advent APX and successful upgrade paths.
  • Recognized as a subject matter expert within his or her specified field of expertise. 
  • Demonstrated ability to execute complex projects within budget and on time.
  • Requires expertise in MS Office, MS Visio, and MS Project.
  • Requires demonstrated knowledge in system implementation, integration and management.
  • Must possess excellent verbal and written communication skills and an ability to build relationships at all levels of the enterprise including external vendors.
  • Demonstrated ability to exercise independent judgment and strategic thinking under a minimum of supervision.
  • Must possess strong interpersonal and organizational skills.
  • Areas of proven understanding and competency include: Investment management process, reporting, compliance, regulatory, complexities and nuances of major investment vehicles, Stocks & bonds, mutual funds & ETFs, separately managed accounts & unified managed accounts, alternative investments, real assets, commodities & options
  • Investments-specific tools, tasks and functions (1 or more): performance measurement and client reporting, risk management and regulatory reporting, or operations (Middle & Back Office)


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