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.
As part of Information Services, the Private Wealth Management (PWM) Technology Team drives the vision to create an industry leading, client-centric wealth technology experience. The team is looking for forward thinking, action oriented individuals to help drive the implementation of innovative, cutting-edge solutions.
This position reports to the Director of Trading/Portfolio Management Technology and supports the development and implementation of Wealth Management’s technology roadmap. This role has a key responsibility within First Republic to ensure that our client experience within Wealth Management maintains the highest standards of the Bank.
The Data Analyst works with subject matter experts from various project teams to determine data requirements to support performance reporting in Addepar (PWM’s performance reporting platform), develops these requirements into functional specifications and detailed data flow design documents, and participates in the full development process life-cycle from concept, through testing, to implementation. This includes identifying necessary data, reconciling between multiple applications, and the PWM data sources to ensure the accurate flow of data from source to reporting platform. This will also include communicating business term definitions, establishing data quality rules and checks, researching and analyzing data in support of business functions, process, and workflow knowledge, as well as user acceptance testing.
Experience & Education: