First Republic Bank

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Finance Intern

Finance Intern

ID 
2018-6072
Job Locations 
US-CA-San Francisco
Category 
Intern

More information about this job

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 ideal candidate has a broad skill-set in areas like finance, statistics, math, or accounting. The candidate should be willing to dive enthusiastically into detailed analyses of Bank financial information. Most importantly, the candidate should be a critical thinker who can connect the dots when necessary--for example, by noticing when a change in one report might have downstream effects or influence other work streams. The candidate should be a team player both within the Finance team and throughout the Bank. The Bank executives will depend on this person to provide accurate and timely information. We seek to fill this position with a candidate who will be a self-starter; who will identify opportunities for process improvement; and who will execute process improvements wisely and efficiently.

Responsibilities

  • Convert management reports to Tableau
  • Assist in data collection, extraction, reconciliation, validity and sanity checks, transformation, and validation for a variety of projects. 
  • Continuously seek out opportunities for process improvement.
  • Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
  • 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.

 

Qualifications

Skills, Knowledge and Abilities: 

  • Undergraduate degree in Finance, Economics, Accounting, or related field preferred
  • Experience in interpreting, comparing and understanding quantitative information from a variety of sources
  • Experience in the financial services industry is a plus
  • Familiarity with Excel is an essential part of this position.
  • SQL and Tableau expertise is highly valued
  • Familiarity with Access and Hyperion Essbase is also favorable
  • Excellent verbal and composition skills
  • Team player
  • Furthers the First Republic Bank culture and values

Physical Requirements:

  • Vision must be sufficient to read data reports, manuals and computer screens.
  • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
  • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
  • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
  • Must be able to travel in a limited capacity.

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