• Business Analyst, Portfolio Management & Trading, Platform Optimization

    Job Locations
    US-CA-San Francisco
    Wealth Management

    At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. 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 here.


    Incredible teams doing exceptional work, every day

    First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.


    Common goals, uncommon potential

    This individual will work with the PWM Technology Team, outside vendors and other partners across the PWM business to identify, prioritize and drive enhancements to our portfolio management capabilities. This Business Analyst will also work closely with wealth management teams across the country to improve their effectiveness by training them on the portfolio management and trading tools at PWM.   In this role, this individual will also solicit and champion the “voice of the user” in planning and design discussions with vendors and internal partners. While strategic thinking and coordination are important elements of this role, this individual will be required to take a tactical role with requirements, design, testing, and roll out and training with users.


    What you’ll do as a Portfolio Management & Trading Business Analyst:

    1. Develop a deep understanding of the portfolio management and trading processes and needs of the Wealth Managers and Trading Desks. Actively solicit and represent the “voice of the user.”
    2. Become proficient in all of PWM’s portfolio management and trading tools and train new wealth management teams and current employees on how to use the tools to be most efficient in managing client portfolios.
    3. Identify knowledge gaps in the field and help develop training materials to address those gaps.
    4. Contribute to the definition and development of the short/medium/long term roadmap for PWM’s portfolio management and trading platforms.
    5. As a business analyst, create sound business requirements, act as liaison with cross functional teams and vendors, provide oversight of deliverables, conduct usability testing, and manage product and deployments in partnership with the PWM technology team and vendors.
    6. Partner with PWM Technology and vendors to execute against the roadmap including implementation of new platforms and enhancements to existing tools to meet evolving business needs.
    7. Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.


    What skills you will use:



    • Undergraduate degree
    • 5+ years of experience in wealth management

    Highly Preferred:

    • An understanding and experience with portfolio management and trading processes and tools
    • Familiarity with Advent Moxy, FolioDynamix, RedBlack, Bloomberg and NetX360


    Professional skill/ competency

    • Strong business orientation with an understanding of brokerage/wealth management processes.
    • Ability to identify and interpret business needs, analyze workflows and document business requirements or user stories. 
    • Skilled at translating functional knowledge into practical application when speaking to users and training them.
    • Detail-oriented individual who has the ability to multi-task in a fast paced environment.
    • Hands-on, ‘roll up your sleeves’ experience.
    • Demonstrates excellent verbal and written communication skill; is able to speak articulately with and in language appropriate for business/front line users (e.g., Wealth Managers), back office operations employees and technology partners.


    Leadership skill/ competency


    • A self-confident, proactive professional with the maturity necessary to work with people at many levels in the organization. Comfortable working as part of cross functional teams in a matrix environment.
    • Generates trust and builds alliances across business and functional lines; can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration.
    • Consistently demonstrates and follows high standards of integrity in business decision-making.


    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.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed