• Senior Reporting Associate

    Job Locations
    US-CA-San Francisco
    Wealth Management
  • Overview

    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.


    The role of Senior Reporting Associate in First Republic Investment Management will focus on the development of Asset Under Management and Senior Management Finance Reports. The incumbent of this role will be responsible for helping to enhance and streamline existing department reports and processes. A successful candidate will have strong Microsoft Excel skills and the ability to create and  maintain SQL based data repositories.


    • Extract and analyze data, patterns, and related trends and synthesize the data into information consumable by Senior Management decision-makers.
    • Conduct requirements gathering, design sessions, and technical reviews with end users.
    • Establish and build a metadata repository to define connections between data arrays. Optional but preferred.
    • Develop and administer a SQL based data repository for use in Data Management reporting. Optional but preferred.
    • Recognize and investigate data inconsistencies, providing explanation and potential solutions to maintain data integrity.
    • Provide production support and troubleshooting for departmental reporting in SQL, Excel, or other systems.
    • Create and refine department data flows. Suggest enhancements to procedures to improve workflow.
    • Advanced technical skills including Excel macro design and VBA programming and ability to utilize SQL without relying on IT support preferred.
    • Work independently and as part of a group to analyze data from multiple sources to prepare complex management reports on a monthly, quarterly and ad-hoc basis.
    • Performs other duties & responsibilities as required or assigned by supervisor.
    • Superior interpersonal skills and ability to collaborate actively and work in a team environment.
    • 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.


    Skills, Knowledge and Abilities:

    • Candidate will have a minimum of 5-6 years operations experience in the securities industry, preferably with experience in analyzing complex data and creating Senior Management reports. 
    • Must be able to work independently. 
    • Advanced data analysis and Excel skills required.
    • Experience with Microsoft SQL Server and excellent SQL writing ability a plus.



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