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 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 forward thinking, action oriented individuals to help drive the implementation of innovative, cutting-edge solutions.
This position reports to a Director in Wealth 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 Business Analyst works with subject matter experts from the user community to support business requirements and application support for Performance Reporting systems – primarily Addepar. This includes identifying necessary data, reconciling with the vendor application and the legacy data sources and ensuring a successful support of Performance Reporting capability. This will include communicating standard performance calculation logic and business term definition, establishing data quality rules, writing and execute data quality checks, researching and analyzing data in support of business functions, process and workflow knowledge and user acceptance testing.
Write and execute data quality checks to:
-Ensure that all and only the expected records appear
-Ensure that calculated values are correct
-Ensure that abnormal/edge cases are handled as expected
-Ensure that all values fall within expected range
-Check null value handling, etc.
Experience & Education: