• Contingent: Business Analyst

    Job Locations
    US-CA-San Francisco
    Information Services
  • 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 Business Analyst role supports the Project Management Office (PMO) at the individual project level. He/she may support multiple projects. This position performs in-depth business process analyses focused on understanding how software capabilities map to business processes. Additional responsibilities include project infrastructure set-up, reporting, and auditing process - compliance specifically with project financial platform and tools.  A successful candidate will be analytical, well-organized, detail-oriented, timeline sensitive, and have excellent communication skills. Top tools used are: MPP, Excel, Word, PowerPoint, and SharePoint.

    • Adept at writing business requirements and technical requirements, data gathering and following up on project action items.
    • Ensures compliance with enterprise project management standards, processes, and serves as go to person to get things done.
    • Creates and/or maintains appropriate logs, databases, status reports/tracking for project activities.
    • Assists in management of the Enterprise Project Portfolio and Annual Business Planning
    • Assists in continual improvement of PMO standards and processes.
    • Distinguish user requests from the underlying business needs, by understanding the core business need (process or system gap, issue, area for improvement), business objectives, and associated business requirements elicitation by leveraging subject matter expertise via critical questioning, business case development, and other techniques.
    • Translate business requirements to functional requirements and facilitate translation of functional requirements to technical requirements with technical resources.
    • Focus on the people, process, and technology requirements of a change, including identifying and addressing impacts of that change.
    • Responsible for communication between several groups within and outside the bank. Structure and facilitate meetings, discussions, and working sessions with business customers and other project resources including technical resources.
    • Facilitate complex meetings and discussions with various perspectives to achieve established meeting objective.
    • Create relevant project documentation, including but not limited to current state/future state process flows, business and functional requirements, data flows, system diagrams, end user documentation, and training materials using a variety of tools and templates with exceptional attention to detail.
    • Support/facilitate solution design via solution exploration, reference gathering, prototyping, and cost/benefit analysis.
    • Perform duties and responsibilities specific to department functions and activities.
    • Performs other duties and responsibilities as required or assigned by manager.
    • Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those relate to Anti-Money Laundering (i.e. Bank Secrecy Act, USA Patriot Act, etc.); 2) adhering to Bank policies and procedures; 3) completing required training; 4) identifying and reporting potential suspicious activity to the BAS/AML Officer; 5) knowing and verifying the identity of any customer(s) that enter into a relationship with the Bank.


    • Extensive experience (7-10 years) working within Financial Services, specifically within Deposit Servicing or Loan Servicing.

    • Experience working on projects that encompass Online Banking and Mobile Applications.

    • Experience working with Visa Debit Processing Services (DPS). – Highly Desired

    • Experience with Payment Card Industry Data Security Standard (PCI DSS) – Highly Desired


    • Experience with Card Management System (CMS) and Core System integrations.

    • Four year degree or equivalent educational or professional experience and/or qualifications.
    • Advanced knowledge of MS suite of applications
    • Proficient in MS SharePoint,
    • Excellent communication skills
    • Demonstrated eagerness to improve process, preserves flexibility, and complies with standards.
    • Ability to prioritize, multi-task, and handle competing deadlines.
    • Working knowledge of PM best practice desirable.
    • Experience with Project Portfolio Management applications desirable
    • Team player
    • Provides extraordinary service


    Mental/Physical Requirements:

    • The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
    • 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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