• Operations Associate

    Job Locations
    US-CA-San Francisco
    Wealth Management
  • 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 are looking for a highly motivated individual to assist with our reporting team in the San Francisco office.


    This position is for a Data Analyst with experience in the development of AUM and other Senior Management Finance reports. Strong Excel skills required. The ability to create and maintain SQL based data repositories to support robust reporting capabilities is a plus. This position will also be responsible for helping enhance and streamline existing department reports and processes.


    • Extract and analyze data, patterns, and related trends and synthesize the data into information consumable by Senior Management decision-makers.
    • Conduct requirements gathering, design sessions, and technical reviews with end users.
    • Establish and build a metadata repository to define connections between data arrays. Optional but preferred.
    • Develop and administer a SQL based data repository for use in Data Management reporting. Optional but preferred.
    • Recognize and investigate data inconsistencies, providing explanation and potential solutions to maintain data integrity.
    • Provide production support and troubleshooting for departmental reporting in SQL, Excel, or other systems.
    • Create and refine department data flows. Suggest enhancements to procedures to improve workflow.
    • Advanced technical skills including Excel macro design and VBA programming and ability to utilize SQL without relying on IT support. Preferred.
    • Work independently and as part of a group to analyze data from multiple sources to prepare complex management reports on a monthly, quarterly and ad-hoc basis.
    • Performs other duties & responsibilities as required or assigned by supervisor.
    • Superior interpersonal skills and ability to collaborate actively and work in a team environment.



    • 2-4 years' of professional work experience preferred
    • College Graduate/Graduate School
    • Excellent verbal and written skills
    • Team player
    • Provides extraordinary service
    • Furthers the First Republic Bank culture and values


    • 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 as position requires.
    • May be required to lift 25-50lbs.


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