Contingent: Sr. Business Analyst

Job Locations
US-CA-San Francisco
Project Management Office


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.

In Technology, we support First Republic’s employees and clients through the acquisition, integration and management of the Bank’s information technology systems and services. We drive innovation and explore emerging technologies so our people can be productive and focus on what matters most – providing extraordinary service.


Under the direction of a Private Wealth Management (PWM) Project Manager, the Business Analyst will be responsible for collaborating with project stakeholders to understand and interpret the project requirements. And then to translate the requirements into varying detailed documentation including but not limited to detailed analysis, use case definitions, requirements traceability matrix (RTM), process designs, test plans, and test execution scripts. The business analyst will also be required to create and present quality presentations in support of the project requirements, gap analysis, testing results, defect tracking, and status. This role also requires exceptional communication skills with an ability to build and maintain working relationships with cross-functional teams across operations, technology, and business.


Candidates who are not at a senior level, and/or may demonstrated poor or limited communication skills will not be considered.


What you’ll do as a Senior Business Analyst:

  • Work as an effective liaison between PWM Compliance, Business Operations, Marketing, Technology, and other various business units to ensure that project needs pertaining to upcoming regulatory requirements such as Regulation Best Interest are addressed.
  • Work closely with our PWM Product Management to enhance account opening, account maintenance and other workflow driven processes as they pertain to First Republic Bank.
  • Work with project stakeholders to document requirements related to Know Your Customer (KYC) and the associated use cases to thoroughly define and represent the mandated functionality and results.
  • Identify, document, and communicate gaps in requirements, and at times collaborate with other SME’s to provide possible solution options.
  • Be accountable and provide business partners and project team with high-quality analysis and detailed documentation to facilitate effective decision making.
  • Create high quality documentation contributing to optimum designs, testing, deliver and effectively manage change and risk.
  • Given the Bank’s delivery of many technology solutions and related services are through third parties, you may be required to work closely and effectively with multiple third parties.
  • Performs other duties and responsibilities as required or assigned by manager.
  • Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.


You could be a great fit if you have:

  • 6+ years of business/ process analysis.
  • 6+ years of experience that demonstrates an in depth understanding of IT and Private Wealth Management or Financial Services systems and operations is a plus.
  • Strong governance aptitude adhering to project management standards.
  • Highly adept user of MS Excel, MS Access, MS Visio, MS Power Point, and common data analytics tools required.


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.
  • Position involves sitting as well as walking or standing for brief periods of time.
  • Must be able to travel as position requires.
  • Maintain a flexible work schedule.
  • Must be willing to work on site, daily.


Own your work and your career - apply now

Are you willing to take initiative and make decisions? 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. Come join us!


This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.


First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.


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