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 the WM Reporting Team Lead and supports the development and implementation of Tableau dashboards and datasets for the WM department.
The Tableau Report Developer works with subject matter experts from the project and business teams to determine: Data requirements for the PWM Reporting platform; develop functional specifications; provide detailed data flow documents. They will also participate in the full development process life-cycle from concept, through testing and implementation. This includes identifying necessary data, reconciling with the new application and the legacy data sources and ensuring a successful implementation of PWM Reporting capability. Specific tasks include: communicating business term definitions; establishing data quality rules; writing and executing data quality checks; researching and analyzing data in support of business functions; process and workflow knowledge; and user acceptance testing.
Experience & Education:
Excel - Required
Wealth Management/Investment Management data experience - Required
TFS/JIRA or other issue tracking application preferred