• 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. First Republic Investment Management (FRIM) is an SEC-Registered Investment Adviser (RIA) owned by First Republic Bank.


    This Senior Reporting Associate will focus on the development of Asset Under Management (AUM) and Senior Management Finance reports, in support of the wealth management team’s portfolio billing and reporting function. This position reports to the SVP, Billing Operations and will also be responsible for helping to enhance and streamline existing reports and operations processes.



    • Establish and build a metadata repository to define connections between data arrays. Develop and administer a SQL based data repository for use in Data Management reporting.
    • Extract and analyze data, patterns, and related trends, and synthesize the data into information consumable by Senior Management decision-makers.
    • Create and refine department data flow documents. Establish data quality rules, writing and execute data quality checks, researching and analyzing data in support of business functions, and suggest enhancements to continuously improve workflow, as well as existing reporting and processes.
    • Recognize and investigate data inconsistencies, providing explanation and potential solutions to maintain data integrity.
    • Work with subject matter experts to determine data requirements; conduct design sessions and technical reviews with end users.
    • Provide production support and troubleshooting for departmental reporting in SQL, Excel, or other tools.
    • 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.




    Experience & Education:

    • BA or BS in Management Information Systems, Mathematics, or Computer Science
    • 7+ years of relevant experience in data analysis and/or business intelligence
    • 5+ years of relevant work experience with background in wealth management and/or reporting/portal
    • Knowledge of Private Wealth Management/Investment Management – with ability to interpret definitions and calculations from business language to developer logic.
    • Experience with portfolio management and related reporting.

    Technical Skills:

    • BI Tools – Required (Tableau preferred); Strong visualization design and development experience
    • Intermediate SQL – Required
    • Expert Excel (VBA, Macro Design) - Required
    • Proven track record of leading business critical BI/Analytics projects
    • Ability to operate with cross-functional teams
    • Strong quantitative and analytical skills - ability to quickly analyze data to identify key insights and apply them to the business
    • Clear, high-level understanding of complex data models and software integration/delivery
    • Focus on development/ improvement of data to support continuous evolution of a more competitive and profitable Bank
    • Excellent communication skills, including ability to present effectively to both business and technical audiences at all levels of the organization
    • Strong orientation to clients, including demonstrated ability to understand needs and apply this knowledge to drive data enhancements


    Personal Skills/Competency


    • Consistently demonstrates and follows high standards of integrity in business decision-making
    • Looks toward the broadest possible view of an issue/ challenge; can easily pose future scenarios; can think globally about all aspects of the Bank; can discuss multiple considerations of an issue and forecast them into the future; understands how the Bank works, competes, serves clients, and generates shareholder value
    • 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
    • Gains support for change by providing context and responding with sensitivity to concerns; takes initiative to recommend/ develop innovative approaches to getting things done
    • Can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration


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