As part of the Information Services team, the Wealth Management Technology Team drives the vision to create an industry leading, client-centric wealth technology experience. The team is looking for a focused, forward thinking, action oriented individual to help drive the requirements gathering and implementation to improve the user experience of Wealth Managers and Client Service Associates (CSA). Improvements will include enhancing the integration between Salesforce and First Republic Bank’s systems to support key functions and flows. It’s critical for the Business Analyst to capture the business requirements that will translate to improving workflow, data quality and reliability in performance reporting.
This position reports to the Private Wealth Management PMO Program Manager and supports the development and implementation of Wealth Management’s technology roadmap with respect to the Performance Reporting Ecosystem project. This role has a key responsibility within First Republic Bank to ensure that our client and advisor experience within Wealth Management maintains the highest standards of the Bank.
The Business Analyst works with subject matter experts from the business, vendors and the project team to define requirements for Performance Reporting. They will also translate these requirements into functional specifications and detailed data and process flow design documents, and participate in the full development process life-cycle from concept through testing, implementation, and support.
In addition, the Business Analyst will assist the team in planning for Salesforce integration to the ecosystem and the business and deliver requirements for full Salesforce deployment in 2019. This will entail a deep understanding of Wealth Manager and CSA daily tasks and long term goals and how to build/replicate/improve processes, data quality and work flows within an integrated ecosystem. This includes documenting enhancements for future development of the ecosystem.
Responsibilities include the following:
Experience & Education:
Strong understanding of traditional and alternative asset class investment data, including but not limited to: equity, fixed income, private equity, real estate, derivatives, mutual funds, ETFs, global assets, and foreign exchange.
Can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration
Must be able to travel as position requires