• Contingent: Data Analyst

    Job Locations
    US-CA-San Francisco
    Information Services

    At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking and private wealth management. Founded in 1985, we believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued at First Republic.


    Incredible teams doing exceptional work, every day

    Information Security supports the business’ objectives by implementing state of the art cybersecurity technologies and practices so that we are well-prepared to protect Company’s systems and data from cyber-attacks and other unplanned disruptions.


    You have ideas; we’re listening

    This position reports to the Director of Data Management for 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 Contingent Data Analyst works with subject matter experts from the project team to: determine data requirements, create functional specifications, craft 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 with the new application and the legacy data sources and ensuring a successful implementation. This will include communicating 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.

    What you’ll do as a Contingent – Data Analyst:

    • Collaborate with Project Manager, business partners and teammates to jointly identify data needs required to meet project objectives
    • Establish best practices, process and procedures to ensure quality results benefiting all aspects of the business.
    • Manage and maintain process for ad hoc data requests: Intake, Prioritization and Delivery.
    • Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite
    • Research data issues reported to the System Support team and provide clear updates and resolution.
      Partner with leaders and peers in cross bank divisions to coordinate data governance
    • Communicate standard calculation logic and business term definition
    • Reconcile source data with data at vendor to support transition to PWM Data Warehouse 
    • Provide Technical specs to Development Team such that ETLs can be built to spec
    • Communicate results and insights with project teams and stakeholders (e.g., through live presentations and ongoing analysis/reports)


    You could be a great fit if you have:

    • BA or BS in Management Information Systems, Mathematics, Computer Science, or Engineering required
    • 3+ years of relevant experience in data analysis and/or data management
    • 3+ years of relevant work experience with background in wealth management and/or client reporting/portal
    • Experience working with Agile and/or Scrum methodologies preferred
    • Experience working with Financial data systems preferred
    • Experience working with software developers to implement robust interfaces between proprietary and non-proprietary systems

    Technical Skills:

    • Expert in writing SQL
    • Excellent attention to detail and experience debugging code
    • Experienced in data modeling techniques

    Technical Knowledge

    • Wealth Management/Investment Management data experience - Required
    • SQL – Required
    • Excel - Required
    • Data Modeling Principles - Required
    • TFS/JIRA or other issue tracking application preferred

    Job Demands:

    • Must be able to review and analyze data reports and manuals; must be computer proficient.
    • Must be able to communicate effectively via telephone and in person.

    Own your work and your career — apply now

    Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.

    We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.


    Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records, to the extent consistent with applicable federal and/or state law.


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