Associate, Business Analysis
San Francisco, CA
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.
The Business Analysis Associate will be a member of the Private Wealth Management (“PWM”) business administration team assisting with business results reporting and compensation management, research and analysis and issue resolution. The Business Analysis Associate will analyze process flow and work with various functional groups to implement process improvements and achieve automation. The Business Analysis Associate will also be responsible for preparing recurring and ad-hoc reports, creating and maintaining appropriate supporting documentation, responding to audit and regulatory inquiries.
The position will interact with Executive Management, PWM Business Administration Team, PWM Operations Teams, Wealth Management professionals, HR and Compensation Teams, Accounting and other functional groups.
The position will be trained to fill in as needed for a variety of additional functions.
What you will do as Associate, Business Analysis:
What skills you will use:
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.