First Republic Bank specializes in private banking and real estate lending, and First Republic affiliates offer wealth management services, with growing operations in California and New York. We offer excellent compensation and benefits. First Republic Bank and its affiliates are Equal Opportunity Employers.

 

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See service from a higher perspective As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2020-10122
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We are looking for a temporary Municipal Fixed Income Credit analyst who will serve as a credit analyst in the Fixed Income Credit Group of First Republic Investment Management. The role requires performing fundamental research on municipal bond issuers, along with related credit monitoring functions.  Research is both qualitative and quantitative in nature. Work product includes written pieces, statistical analysis, as well as periodic reporting.    What you’ll do as a Municipal Credit Analyst - Contingent: - Prepare new Municipal Bond Purchase Analysis memos - Assist with data entry as part of quarter end process - Perform credit reviews as requested from fixed income traders - Review new accounts and incoming positions - Help prepare monthly "Credit Committee" materials with Group - Perform duties & responsibilities specific to department functions & activities - Perform other Ad-hoc duties & research requests as required or assigned by manager
Job ID
2020-10119
City
New York
State
NY
Position Type
Contingent Worker (CON)
What you’ll do as a Senior Appraisal Review Specialist: - Employees are expected to review, analyze and render risk-based decisions for acceptance of appraisal valuations.  Appraisal reviews are to be made in a responsive, accurate and timely manner.  Appraisal reviews are to be completed to Bank’s minimum appraisal and evaluation standards and all appropriate regulatory guidelines.  Other duties may be required and assigned - Perform detailed technical and compliance reviews on residential real estate appraisals and evaluations. - Ensure that valuations are reasonably supported, credible and compliant with federal and state regulations, USPAP, FIRREA, bank policies and guidelines, and industry standards. - Communicate with appraisers for any report corrections and/or revisions. - Evaluate appraiser quality of work and provide feedback for maintenance of the Bank’s appraisal panel. - Engage in regular communications and serve as an advisor to Relationship Managers and Executive Loan Committee on appraisal topics in the Bank’s core markets. - Keep detailed schedules of appraisal/evaluation reports received and reviewed. - Provide support to all areas of real estate lending as directed or where service is needed; demonstrate superior customer service with appropriate follow through with involved appraisers and employees. - Attend ongoing training for Real Estate Appraisal and Real Estate Appraisal Reviews. 
Job ID
2020-10113
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you’ll provide prompt, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met.   What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, and purchases and sales of foreign currency and foreign drafts; respond to any other banking needs and be able to balance within 30 minutes. - Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of customer deposits and documents as needed. - Order checks, deposit slips and other deposit supplies from our check vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer questions using our check image and Check 21 programs - Develop an understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures. - Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses. - Issue cashier’s checks as requested. - Process account closings as requested. - Order ATM cards and process Instant Issue card requests as needed.  - Submit Travel Declaration forms and assist with ATM questions from clients. Work with the ATM Department to help expedite any issues, questions or concerns. - Process stop payments and stop payment releases as requested. - Process and respond to emails or inquiries from Online Banking, Call Center and other Deposit Services team members.
Job ID
2020-10101
City
Boca Raton
State
FL
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change. We are looking for an Identity Engineer to be a part of our team.  He/she will be responsible for driving the continued growth of our identity management platform and extending its use across more applications while addressing additional business requirements.  The candidate must have excellent skills on various Identity Management products - primarily with Sailpoint IdentityIQ. The candidate must have strong experience with designing, building, testing, and deploying identity management solutions.   You will have the opportunity to work closely with internal clients, Information Security teams and external vendors in gathering requirements and designing and deploying application infrastructure components.  You will also work with project and operations/support teams in resolving problems and incidents. As an Information Security team member, you will participate in and coordinate complex client-facing system deployments. You’ll be responsible for providing third-level escalation support and for guiding and mentoring other junior engineers and support technicians.   What you’ll do as an Identity Sailpoint Engineer: - Deep knowledge of Identity and Access Management end-to-end lifecycle, from HR driven processes (on/off-boarding, conversions, transfer) to IAM compliance and role management. - Architect/Design, build, and maintain an enterprise wide Identity Management solution. - Manage the user lifecycle (joiners, movers, leavers) through automation and integration with key systems. - Good understanding of information security principles and IT infrastructure including operating systems, applications, communications and network protocols. - Good understanding/working knowledge of the UNIX/Linux systems, active directory, privileged access management, ETL, etc. - Evaluate and address issues related to performance, stability, scalability, and extensibility of the systems. - Partner with operations staff to develop testing and monitoring strategies and resolve defects and customer-reported issues. Participate in developing test plans, including regression tests, for newly developed software or feature. - Write and maintain the code so that it can be tested using automatic methods. Write and maintain automatic tests as appropriate. - Create and follow processes and procedures to ensure maintainable application development, including source code management, automated build processes and appropriate documentation. - Work across teams including Information Services, Information Security, and Business units to architect and build IdM workflows and collectors.
Job ID
2020-10094
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Onboarding Advisor Associate is a key member of the Private Wealth Management (PWM) Onboarding and Transition Management Team. The role will engage with all aspects of PWM and provides excellent exposure to cross-functional department business partners and to Executive Management. This role covers the onboarding cycle including recruiting, onboarding, and integration of new teams into PWM while working directly with our Client Service and Transition Management Team to support the growth of our business.    What you’ll do as an Onboarding Advisor Associate: - Serve as a key point of contact to new wealth management teams throughout their transition and integration into First Republic - Drive the end-to-end client onboarding process to include but not limited to; pre-fill and review new account paperwork, initiate and submit new account and account transfer requests, complete post account setup requirements, conduct a thorough final sign-off to ensure timely and accurate results - Provide disbursement and account maintenance client servicing support to new wealth management teams throughout their transition - Provide direct onsite and remote training support on certain systems, policies, and procedures - Research and respond to daily servicing, operational, and wealth management related inquiries to ensure timely, accurate and detailed responses are provided - Coordinate pre-arrival setup logistics to include but not limited to; order/confirm office supplies and marketing materials are stocked and current; check scanners and time stamps are available, order business and announcement cards, entry badges and parking passes are prepared, office and technology setup is complete, etc. Provide backup coverage to Client Services when not assigned to a new team onboarding - 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.
Job ID
2020-10087
City
New York
State
NY
Position Type
Regular Employee (REG)
Overview You’ll have the opportunity to be a strategic and trusted advisor to assigned business units, executing people and culture strategies, objectives and plans. You will play a lead role, working closely with the SVP, HR Business Partner Team Lead and HR Centers of Excellence (Total Rewards, Talent Acquisition & Development and HR Technology & Operations). As an HR Business Partner, you’ll develop and maintain in-depth understanding of how your internal client groups operate, their strategies, business and resource plans and needs, including the business unit’s financial position, midrange plans and competition. You will expertly align business objectives and needs with people and culture strategies and resources.  You will also play a key role in helping ensure First Republic continually enhances our position as a great place to work.   What you’ll do as an HR Business Partner:   Leadership: - Act as a member of First Republic’s HRBP Leadership Team (HRBPLT) and exemplify our HRBP Model, ways of working, and have a deep understanding of our overarching people and culture strategies, objectives and offerings - Act as a member of the assigned business unit’s Leadership Team; having a key “seat at the table,” contributing to business strategy and plans, and coaching and guiding on the strategic direction of people and culture - Where applicable, attract, engage, develop and retain your direct reports; including providing expert guidance and coaching to enable them to best meet their client group needs and excel as an HRBP People and Culture Strategy: - Develop and maintain in-depth understanding of the assigned business unit’s annual and long-range business strategies, plans, objectives, and people and culture needs - Act as a people and culture champion and change agent - Develop and cultivate relationships and synergies across our HR Centers of Excellence to design, develop, implement, communicate and execute core FRB and customized business unit people and culture strategies and programs - Communicate needs proactively with our HR Centers of Excellence and business leaders and ensure that leaders and teams in your client groups are aware of our HR strategies and plans early to contribute to the direction of these - Play a lead role in helping your client groups assimilate, implement and execute key people and culture strategies, practices and programs; including ensuring that appropriate people, communication, education and change management are in place to support people and culture strategy and program delivery Strategic Business Partnering: - Continually provide our HR Centers of Excellence with feedback and guidance; provide strategic HR partnering and coordination, and appropriate use of HR operational resources, such as Employee Relations, Benefits, Payroll and HR Administration - Act as a trusted advisor, coach and consultant to leaders and management in your client groups to improve their leadership capability, team effectiveness, strategic insights and business performance - Leverage analytics to help your business unit(s) grow, engage, develop and retain talent - Identify and inform HR Technology & Operations of recurring and/or ad hoc business unit needs for HR analytics, reporting, technology or other HR operational requirements - With your manager and other HRBP colleagues, determine and deliver a routine and reliable cadence of HR analytics and insights that help your business unit(s) stay ahead of internal/external people and culture trends and dynamics - Build and cultivate internal and external relationships to bring value-added insights and services to business leaders, teams and First Republic overall Talent, Engagement and Inclusion: - Lead workforce planning for your assigned business unit(s) to create a robust, specific and scalable approach to growing our people and our business - Work closely with Talent Acquisition & Development, Total Rewards and business leaders to advocate the Talent agenda; help First Republic remain at a competitive edge; build and promote knowledge and networks of talent across your business unit(s) and more broadly - Lead or co-lead Talent Management and Succession Planning in your business unit(s); help us ensure a strong pipeline of talent and to address any talent gaps in a timely manner - Proactively partner with your manager, other HRBP colleagues, and our HR Centers of Excellence to identify, define and lead initiatives that reinforce and strengthen our values and culture, and our ability to attract, engage, develop and retain diverse top talent
Job ID
2020-10084
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Responsible for ensuring that all residential loans and are analyzed, underwritten and processed in a timely manner while achieving a high level of client service and maintaining all regulatory requirements. Responsibilities primarily focus on financial analysis, underwriting and relationship management. Individual must have extensive mortgage underwriting experience and a thorough understanding of the loan process from beginning to end.   What you’ll do as a Senior Loan Specialist: - Underwrite complex home loans and HELOCs for high net worth borrowers. - Analyze each loan file, ensuring the Loan Approval Worksheet (LAW form), loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Review loan files within the company’s paperless system for completeness and proper classification/organization and identify missing documentation or potential problems and generate needs lists for clients, Relationship Managers and Client Services Specialist. - Reviews applications and all pertinent disclosures to ensure compliance with all Federal, State, investor requirements and bank policies are met and upheld - Communicate with Relationship Managers, and Client Services Specialist on collecting information and documentation necessary to finalize incomplete loan packages - Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. - Maintains an open line of communication and correspondence between involved parties. This includes and is not limited to Borrower, Escrow, Title, ELC, RM, CS, Processor, Closer, Funder, Appraisal Desk, Rate Lock Desk, Investor Support Desk and third party vendors. - Manage loans through closing and funding stage. Work with escrow to satisfy all conditions and coordinate closings - Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining good quality and client satisfaction results - Cross trains other team members, when applicable. - Perform duties & responsibilities specific to department functions & activities. - Providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level - Performs other duties & responsibilities as required or assigned by supervisor. - 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.
Job ID
2020-10072
Category
Banking
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As the MDM Product Analyst, you will act as a liaison between the business users and technical teams involved in planning, conducting and directing the analysis of complex business problems. You will support multiple business units on building and improving the data infrastructure around Client data, including building use cases, business requirements and technical specifications that ensure the business receives the right data sets for analytics, business operations and internal and external reporting.   What you’ll do as a MDM Product Analyst: - Develop detailed data mapping (source to target) document encompassing business, transformation and data quality rules that address data definition normalization across Client Data. - Document business and functional requirements to cater to short- and long-term business operations & analytical needs of the business units. - Perform data analysis and design activities at the operational and organizational level to build a single source of truth (central repository) for Client data. - Develop prototypes with the goal of industrialization in a controlled environment. - Engage and direct business partners and subject matter experts to identify priorities, scope and requirements for complex business problems. - Engage technical development team members to transition requirements to design and determine appropriate design approach. - Support the build-out and expansion of existing Master Data Management platform to address evolving business needs. - Plan and execute quality assurance (QA) and user acceptance testing (UAT) with test case documentation. - Act as the business and data analyst who liaisons between business units and the project team. - Document the User Stories, Data Mappings and metadata for each release of the Master Data Management Platform. - Document & Management monthly release items for Master Data Management Platform
Job ID
2020-10048
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Portfolio Analytics Team provides data and analytics on First Republic Bank’s loan portfolio.   This position reports to the Manager of Portfolio Analytics and focuses on the automation of reports, development of dashboards, and migration to new technologies. Success is defined by managing processes in a timely and efficient manner with appropriate controls, identifying trends and nuances within the data, and working with end users to maximize the value of solutions delivered.   What you’ll do as a Loan Data Analyst: - Create SQL queries and stored procedures to manipulate large datasets - Automate recurring reports with SSRS - Create dashboards and reports with Tableau - Migrate existing processes to Snowflake - Research and improve data quality - Work with teams across the bank to optimize processes
Job ID
2020-10013
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Eagle Intelligence Product Engineering team is looking for talented software developers to grow its product suite. Help accelerate the growth of one of the world’s largest companies by generating and delivering valuable insights to our internal clients. 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. You’ll be part of a small team that manages a suite of internal applications that bankers use to serve their clients. Our team is passionate about adding business value by means of delivering high quality technical solutions and offering exceptional support to their business partners. The ideal candidate will have experience applying critical reasoning to sophisticated problems while working in: Stack: - js - React - C# - Python - SQL/NoSQL - Jenkins What you'll be doing as the Senior Full Stack Engineer: - Work with the team to design, develop, and support scalable applications/product features - Review, test, and deploy source code multiple times per day - Create web APIs and services to provide access to data and critical features - Come up with creative solutions to challenging problems - Collaborate closely with quant and data science teams - Work in a fast-paced environment and be a part of the bank’s rapid growth
Job ID
2020-9998
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an Associate HR Business Partner: - Develop and maintain in-depth understanding of the assigned business unit’s annual and long-range business strategies, plans, objectives, and people and culture needs. - Work with your manager and our HR Centers of Excellence in the development, implementation, communication and execution of people and culture programs such as performance management, annual compensation reviews, and New Colleague Orientation.  - Collaborate across the HRBPA team to leverage best practices, ensure consistency across processes, provide backup coverage for each other, and identify areas of improvement and efficiency. - Provide guidance to colleagues on HR policies and processes. - Work with employees and managers to resolve conflicts and address performance issues through disciplinary actions such as performance improvement plans or written warnings. - Check in regularly with new employees through the first year of employment. - Continually expand your business and HR knowledge, including demonstrating in-depth knowledge of current legal requirements and First Republic’s HRBP Model and ways of working. - Partner with HRBP and hiring managers on the creation of job descriptions and requisitions. - Run weekly/monthly reports to and update data to ensure proper tracking of open and filled positions for the year. - Keep up to date with all HR Operations team and Talent Acquisition team process updates. Work with HR Operations team and HRIS to ensure accuracy of HR data for your client group(s) in UltiPro, iCIMS, BIG and Form I-9 as well as offer letters for new hires. - Leverage of and interface with our HR Centers of Excellence and Shared Services; provide strategic HR partnering and coordination, and appropriate use of HR operational resources, such as Employee Relations, Benefits, Payroll and HR Technology.  - Identify and inform HR Technology & Operations of recurring and/or ad hoc business unit needs for HR analytics, reporting, technology or other HR operational requirements. - Work with your HR Business Partner to deliver a routine and reliable cadence of HR analytics and insights that helps your business unit(s) stay ahead of internal/external people and culture trends and dynamics - Work with your HR Business Partner to create PowerPoint decks and other visual aids to assist with conversations - Work with HR Analyst and outside counsel on immigration matters - Liaise with the HR Operations team with onboarding and off boarding documents and logistics - Conduct Exit interviews and summarize themes for HRBP and leaders.  - Liaise with Learning & Development team to ensure timely completion of all training and mid-year/annual reviews for client groups. - Assist with special projects as needed
Job ID
2020-9962
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Assistant to the Deputy Regional Managing Director is responsible for optimizing efficiency through effective administrative support including, but not limited to interacting with clients, prospects, and employees, answering telephones, scheduling meetings and appointments, making travel arrangements, preparing correspondence, and special projects as assigned. Additionally, as a result of the dynamic nature of the deputy’s existing client portfolio, a significant emphasis will be placed on serving as the ad-hoc “operations officer”, including helping coordinate delegated collaborative efforts in all areas related to portfolio clients’‘customer experience’– including tracking deadlines, underwriting and documentation efforts, compliance and overall service issues (as they arise).   What you’ll do as an Administrative Assistant: - Schedule appointments and maintain calendar for the Deputy Regional Managing Director, including making travel and hotel arrangements. - Handle incoming phone calls, and mail. - Coordinate and set up meetings including gathering and preparing agenda/materials and arranging logistics (conference room, bridge line, pictel) and taking minutes - Prepare memos, letters and other documents and reports for internal and external distribution. - Copy, file,/organize and distribute various reports and documents. - Submit expense reports, sponsorship requests, and check requisitions. - Create and maintain client and prospect address lists for marketing mailings and various other mailers. - Make catering arrangements for team and client meetings as requested. - Order office and marketing supplies and create marketing packages. - Interface directly with all levels of external clients and prospects as well as internal team members. - Lead and manage special projects as they arise on behalf of the Deputy Regional Managing Director. - Navigate organizational infrastructure to solve or resolve problems. - Provides input and suggestions for process improvements.  - Stay in touch with all facets of the company and identifies potential issues to the Deputy Regional Managing Director before they escalate. - Assist with the recruiting and integration of new hires. - Perform duties & responsibilities specific to department functions & activities. - Perform other duties & responsibilities as required or assigned by supervisor. - Attend meetings when necessary. - Maintain a flexible work schedule.
Job ID
2020-9956
City
San Diego
State
CA
Position Type
Regular Employee (REG)
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.
Job ID
2020-9923
Category
Project Management Office
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Common goals, uncommon potential As the Sarbanes-Oxley (SOX) Business Process (BP) Analyst you will be responsible for supporting the BP-related components of the SOX Program and continually enhancing it to keep up with the dynamic growth of the Bank. You will have the opportunity to work closely with business unit SOX Liaisons to ensure that Internal Controls Over Financial Reporting (ICOFR) are appropriately designed and operating effectively, that SOX-compliant control documentation is maintained, and that any BP ICOFR deficiencies are assessed for severity and remediated, as needed.   In this position, you will report to the BP Manager and work with a mix of internal and external co-sourced team members to execute program activities. In addition, you will be involved in special projects related to systems and new accounting standards implementations, while assessing their impact on SOX and ICOFR.   What you’ll do as a SOX Senior Business Process Analyst: - Support the BP Manager in completing the annual SOX scoping and materiality assessments and risk assessment, as well as the Fraud Risk Assessment to ensure compliance with COSO standards and appropriate scoping and coverage of the SOX Program. - Coordinate with each business unit SOX Liaison on all SOX-related activities, including walkthroughs, testing and remediation activities. - Execute on SOX BP testing by identifying and documenting SOX key controls and assist the business in enhancing process documentation. - Assess BP ICOFR deficiencies and monitor BP remediation activities. Conclude on the effectiveness of BP ICOFR. - Work closely with the Bank’s Vendor Management group and SOX Liaisons to help identify end user controls and SOC 1 Type II report reviews. - Work closely with the external auditors to ensure the SOX Program meets their requirements in terms of scope, timing and approach; work to align testing approach in efforts to increase auditor’s reliance on SOX Program. - Assist the BP Manager in preparing BP-related materials for the SOX Reporting Committee. - Ensure the overall quality, consistency, risk management and adherence to the Corporate SOX Policy. - Support the team in the continuous enhancement of the program with the potential implementation of a SOX workflow application to automate the SOX process, including reporting and systematically connecting workpapers. - Assist the BP Manager in performing assessments of the SOX impact of new initiatives, including system implementations/updates, new accounting standards and various special projects. - Share information among the SOX Program Office team, transferring knowledge and providing examples of high-quality documentation, as appropriate. Foster and maintain group spirit and high team morale. - Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client who enters into a relationship with the Bank.
Job ID
2020-9886
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an Accountant: - Prepare journal entries with proper documentation, reconcile, analyze and certify various General Ledger accounts within deadlines. - Identify, research, investigate, and problem-solve General Ledger account and/or internal control issues. Under some circumstances, contact other departments to resolve outstanding issues. - Support the accounting team in meeting month end closing deadlines. - Assist management on responding to inquiries from internal and external auditors. - Assist in providing detailed support to Accounting Management on financial reports, schedules and regulatory reporting. - Organize and maintain updated accounting procedures respective to assigned tasks. - Assist in various projects as needed. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor.
Job ID
2020-9885
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Communications Specialist will be responsible for supporting the Senior Director of Communications in creating and managing communications plans and marketing resources related to initiatives and the products and services of First Republic Bank, as well as materials related to supporting senior leadership of the company. This role will include extensive project management, writing and editing of external and internal communications and strategic thinking.   What you'll be doing as a Communications Specialist:   - Write, proofread and edit a wide variety of communications, including strategic messaging, marketing collateral, thought leadership, presentation decks, letters, FAQs and talking points - Support content development for a wide variety of internal and external meetings, including leadership meetings, board meetings and marketing events - Prepare strategic briefing materials for executive meetings, including client, prospect and internal meetings - Translate financial, legal and technical terminology into clear, conversational language - Support internal and external event planning, invitations, preparation, execution, and extensive follow up including letters, gifting, post-event analysis and summaries - Review and evaluate executive speaking opportunities - Conduct research and provide insights and recommendations - Measure and track the results of communications - Build strong relationships with business unit partners and cross functional SMEs to brainstorm, plan and accomplish deliverables efficiently
Job ID
2020-9883
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Contingent Client Service Associate, you’ll ensure that all single- and multifamily residential and commercial lines of credit or loans are set up and processed in a timely manner, while meeting all regulatory requirements and providing a high level of customer service.   What you’ll do as a Contingent Client Service Associate: - Communicate with clients, providing excellent customer service and ensuring that the client relationship is maintained at the highest possible level. - Analyze each loan file, ensuring that the Loan Approval Worksheet, loan narrative (if applicable), appraisal, application, preliminary title report and verifications meet secondary market and First Republic loan program criteria and are accurately documented and complete. - Prepare loan files for funding by reviewing the analysis for accuracy. - Complete the Request for Documents form to ensure that all regulatory information and loan terms are accurately entered into the computer system to meet compliance requirements. - Prepare prequalification and/or commitment letters for loan officer review. - Cross-train other team members, when applicable.
Job ID
2020-9864
City
Menlo Park
State
CA
Position Type
Contingent Worker (CON)
Common goals, uncommon potential This position will provide support for the development, review, and production of client­facing performance reports as well as related firm­wide performance data and analytics. The Performance Analyst will report to the Vice President of Performance Analytics and will work directly with Private Wealth Management front­office stakeholders and operational teams to ensure report quality and availability. Field Support– provide tools and professional support to client­facing teams to analyze, comprehend, and communicate the drivers of portfolio performance. - Research and respond to performance issues and question raised by Wealth Managers (WM’s), Client Service Associates (CSA’s) and Research - Actively monitor performance data for consistency and proactively resolve data issues - Proactively identify and communicate performance trends and exceptions - Consult with client teams and research to find creative solutions to optimize the client experience - Partner with Technology and Operations to develop processes and procedures to maximize accuracy and efficiency - Partner with Investment Management and Research to find creative solutions to optimize the client experience - Provide responsive, professional support that is reflective of a culture of respect and exceptional service Product Design / Enhancement– Work with Performance team to provide a comprehensive, accurate, and unbiased view of client portfolios. Collaborate with technology partners to improve systems and processes to facilitate reporting and data integrity. The Analyst will work as a subject matter expert to: - Develop systems and processes to ensure consistently accurate position, performance, and benchmark data - Deliver a suite of performance reports that provides insight into the drivers of portfolio performance and underscores the firm’s stewardship and value - Advocate for Performance reporting needs in system projects - Evolve to exceed client expectations and provide the highest level of customer service Firm­Level Analytics– Provide managerial insight into the sources of the change in the value of assets under management and the performance of specific investment strategies against benchmarks - Develop processes and reports to analyze and monitor, cash flow, asset allocation, performance and risk at multiple levels. (i.e. Line­of Business, Team, Wealth Manager, Client) - Create and maintain composites to monitor and report on the performance of third­party managers and internally managed strategies against relevant risk and return benchmarks
Job ID
2020-9851
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The position will work closely with other Network Security Engineers and Information Services personnel to ensure appropriate controls are in place, and to ensure that security policies are being effectively employed.    RESPONSIBILITIES AND DUTIES: - Information Security Threat and Vulnerability Management - Responsible for configuring vulnerability assessment tools, as well as performing scans, researching and analyzing vulnerabilities, identifying relevant threats, corrective action recommendations, summarizing and reporting results. - Analyze penetration test results and engage with technology partners and business units in order to resolve identified vulnerabilities within SLAs. - Approaches for addressing vulnerabilities include system patching, deployment of specialized controls, code or infrastructure changes, and changes in development processes. - Identify and resolve any false positive findings in assessment results. - Information Security Threat and Vulnerability - Reporting Produce metrics and reporting on the state of system security, threat, vulnerability and patch management. - Design and deliver actionable Information Security dashboards and scorecards. - Analyze data sources and recommend optimal data sources to provide relevant reporting. - Provide IT Governance metrics and reporting - Oversee Remediation Activities: - Manage tracking and remediation of vulnerabilities by leveraging agreed-upon action plans and timelines with responsible technology developers and support teams. - Recommend appropriate policy, standards, process and procedural updates as part of comprehensive remediation solutions. - Validate remediation by reviewing application updates or deployed mitigations to verify resolution.
Job ID
2020-9846
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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