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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Common goals, uncommon potential Under general supervision, the Staff Accountant will perform a variety of routine duties in the Accounting Department which includes, but is not limited to daily and monthly reconciliation, analysis and certification of various General Ledger accounts and research of outstanding items and adjustments. In addition, the Staff Accountant will be responsible for inputting journal entries and maintaining accounting records.   What you'll do as a Staff Accountant - Cash Team:  - Prepare journal entries from internal and external sources with proper documentation. - Reconcile and certify various General Ledger accounts within daily, monthly and quarterly deadlines. - Analyze data for daily reconciliations, complete ad hoc reports with analytical components, and prepare trend analysis and write-ups for senior management. - Identify, research, and problem-solve GL account outages and/or internal control issues. Contact business partners to resolve outstanding issues when necessary. - Support the accounting team in meeting month end closing deadlines. - Assist management on fulfilling audit requests and responding to any related 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. - Responsible for the physical and electronic record retention for all assigned tasks. - Support the team during periodic desk rotation and vacation coverage. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9543
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Internal Audit Senior Manager - IT will be responsible for overseeing planning and execution of Information Technology audits and providing consultation on risk management and control environment throughout the Bank and its subsidiaries.   What you'll do as an Internal Audit Senior Manager - Information Technology: - Take a lead role in developing and implementing an annual IT audit plan by assessing all relevant risk factors, considering management’s expectations of Internal Audit’s strategic involvement throughout the organization and with outside vendors. - Assist in defining, refining, implementing and maintaining the Company’s audit process, including department standards and procedures that will be overseen by the Audit Committee of the Board of Directors. - Oversee and manage IT audits with minimal oversight, including managing the identification and analysis of risks, planning and prioritization of audit work, and the execution of audits; reviewing findings and recommendations, audit results, and audit work papers; socializing audit results with appropriate management; and preparing audit reports. - Prioritize and manage multiple audit engagements as well as administrative activities such as budgets, resource scheduling and coordination, internal policy development, and others. - Be recognized as a leader, management consultant and internal controls expert; develop and maintain collaborative working relationships with technology and business partners, learning and understanding the business to better provide value-added services, help management ensure objectives are achieved, and enhance stakeholder satisfaction. - Liaise with and represent the Internal Audit department to external parties, including regulators and external auditors. Also, manage co-sourced audit relationships. - Support the strategic initiatives and the data analytics program of the department by identifying and implementing innovative practices in risk assessment and auditing. - Assist in recruiting, screening, hiring, developing and mentoring staff, including career-counseling support by sharing information among the Internal Audit group, transferring knowledge and providing instruction/guidance as appropriate. Foster and maintain the Bank’s core values and team morale. - Ensure the overall quality, consistency, risk management and adherence to department and professional standards for IT audits, identifying opportunities for audit process improvement and integration among the financial/operational, compliance, and IT audit processes. - Maintain professional certification(s) and continue to develop and expand knowledge of the audit profession, information systems, bank regulatory issuances, our industry, and Company products and information through self-study, research, and continuing education efforts. - Act as a leader among the management team, to ensure collaboration, teamwork, and coordination. Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9546
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The position that we seek to fill is responsible for assisting and reporting to the Deputy Regional Manager with day to day-to-day activities that include a variety of analytical, administrative and client oriented tasks.  The position represents a liaison between the Relationship Management Team and Private Banking Officers, lending personnel and clients. The ideal candidate will be able to assist in research, a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.  Additional activities pertaining to the client outreach engagement may include, events planning/client follow-up, as well as financial tracking of client development and market trending for demand generation insight.   What you’ll do as a Client Relations Manager: - Build relationships with and learn from DRM, CRM and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career in the financial industry: Three examples are the following (1) Initial visibility into underwriting facilities, which entails application of a finance, accounting or economics degree to verify a client’s ability to qualify for financing; (2) Observing how teammates handle client relationship management, or sustaining professional connections with First Republic’s borrowers by utilizing both written and verbal skills; and (3) Problem-solving and effective communication, that is, analyzing an issue and articulating it via email with respective team members to resolve. - Assist in supporting the team in closing new deals - Maintain existing loans and keep borrowers up-to-date; assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team and intentions to add value to the brand. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Occasionally joining Team at offsite events, client calls and property inspections. - Assist with championing Google searches and other research which will be utilized in arriving at Start up and Tech prospect opportunities. - Identifying events with which to partner and then managing and executing these events - Acting as the liaison with Marketing Department and assist the team with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the team on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting DRM and team of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - 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
2020-9559
Category
Banking
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Loan Specialist: - Underwrite and process 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. - 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 clients to collect information and documentation necessary to finalize incomplete loan packages - 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 - 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. - Follow the lending guidelines from FannieMae and nonconforming secondary market investors, along with other industry regulations.
Job ID
2020-9567
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Client Service Associate: - Oversee client interaction, participate in client meetings, manage communication through telephone and email, prepare presentations for clients, process transactions and provide product and marketing support. - Research and respond to inquiries for our high net worth clients; escalate issues as appropriate. - Act as the liaison between the investment professional and client and the Private Wealth Management middle office functions, such as client services, trading, portfolio management, billing and fee support, performance and trust. - Handle administrative tasks, assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system.  - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction-processing follow-up.
Job ID
2020-9607
City
Walnut Creek
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. The primary function of the Client Service Specialist is to provide a wide range of sales, service, administrative and relationship management support to assigned Relationship Managers. Acting as the liaison between the clients, Relationship Managers and the Operations team this position requires strong relationship management skills in order to build strong, successful partnerships between all parties. Client Service Specialist will support high producing Originator(s) in the preparation, review and processing of complex loans. This position also involves submitting files, requesting loan conditions, as well as communicating with clients and realtors. Handles customer inquiries, researches, and ensures appropriate and timely resolution while meeting all regulatory compliance and achieving a high level of customer service.   What you’ll do as a Client Service Specialist: - Provides support to our Relationship Managers as well as building a relationship with the borrower. - Communicates with Relationship Managers on pipeline reports to ensure timely preparation of the loan process. - Assists with collection of application items, including ordering credit, entering the application, requesting financials and/or other documents required for loan approval, customer follow up, and application tracking. - Directs customers through the loan process, often working with complex loans. - Monitors loans and ensures that information including, financials, guarantor information, tax returns, etc. are obtained. Partners with Relationship Manager to discuss past due items. Contacts clients to request missing items. - Leads a variety of customer services activities including responding to requests, researching discrepancies, and resolving issues. - Ensures compliance with banking policies, lending practices and regulatory process statutes, such as Patriot's Act, Reg B, HMDA, etc. - Maintains knowledge of banking/Lending products and services, as well as knowledge of the industries or market areas served. - Acts as a main point of contact on daily operational questions for processing team. - Assists in training of new lending assistant staff and mentoring of existing lending assistant staff. Acts as a main point of contact on daily operational questions for lending assistant team. - Assists with additional duties as assigned. - Complies with all related Federal, State and Industry laws and regulations pertaining to Banking. - Experience with many types of client tax returns, understanding W-2, K-1 and various types of cash flow analysis. - Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and updates based on verified information - Attend any and all branch/team meetings as requested. - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. - Assist with phone calls to prospects and clients, schedule all client-related appointments, and coordinate client mailings/invitations to company events - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail.
Job ID
2020-9611
Category
Customer Service/Support
City
Manhattan Beach
State
CA
Position Type
Regular Employee (REG)
The Alternative Investment Operations team (First Republic Investment Management) is seeking a highly motivated professional to join our team as a Senior Associate, Eagle Alternatives Operations with a strong working knowledge of GAAP accounting. The role will focus on activities surrounding the core operations of our alternative investment business and fund processing.   What you’ll do as a Senior Associate, Eagle Alternatives Operations: - Assist with the preparation and review of private funds’ financial statements and complete Net Asset Value packages as required each month or quarter to ensure that client reporting is carried out accurately and efficiently. - Coordinate and collaborate with the Financial Statement Auditors working with the private funds. - Assist in the Treasury functions of the private funds, including cash management and use and maintenance of lines of credit. - Participate in the review and reconciliation of investor subscriptions and redemptions in the funds. - Work closely with third-party fund administrators to oversee and monitor their operation. - Communicate with the client servicing team and the fund administrators about any questions or issues that may arise. - Review and reconcile investor records. - Communicate with underlying fund managers. - Help manage and enforce the team’s policies and procedures, and assist in the assessment, review and improvement of these policies and procedures.
Job ID
2020-9614
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Security Risk and Compliance Specialist, you’ll play a key role in supporting the information security risk management process within the Bank. You’ll also be responsible for assessing the adequacy of the security and business continuity / disaster recovery controls of First Republic’s vendors and recommending mitigating controls. In this role, you’ll have the opportunity to handle compliance reviews of information technology policy and procedures, the tracking of remediation items, security risk reporting and tracking, and information technology audit preparation and responses. You’ll have the opportunity to be a self-starter who proactively seeks solutions to difficult problems.    What you’ll do as a Security Risk and Compliance Specialist: - Review the security and business continuity controls of the Bank’s vendor-based solutions for compliance with First Republic’s policy and procedures on an ongoing basis. - Identify and communicate recommended security and business continuity controls and control deficiencies to the Bank’s various business units. - Document and monitor the implementation of controls for technology and business project plans. - Review and analyze vendor contracts for compliance with Bank security, business continuity and disaster recovery requirements and propose revisions as necessary. - Maintain a broad knowledge of best practices and trends in the field of IT controls, information security and business continuity.
Job ID
2020-9619
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Zelle Operations Specialist is responsible for executing daily functions for Zelle and other payments related services.   These responsibilities include but not limited to daily reconcilement of Zelle transactions, process REG E claims and disputes, resolve escalated operational issues, handle inquiries related to Zelle and other payment services.   What you’ll do as a Zelle Operations Specialist: - Work with Deposit Services, Digital Channels, Information Services, Accounting, Fraud, BSA/AML, Bankers, Vendors and Clients to resolve any reconcilement discrepancies, and REG E disputes. - Reconcile General Ledger accounts - Assist in department functions as needed - Ability to conduct complex research, and resolve all requests timely - Must have excellent Customer Service and interpersonal skills to interact with Internal and External Clients - Must have excellent phone etiquette - Assist in creating and maintaining department procedures - Assist management with month end reporting - Constantly work to improve operational efficiencies - Support the team in meeting daily, and monthly deadlines - Support department trainings - Work closely with management to ensure SLAs for the department are met - Perform routine responsibilities with limited supervision - Must be a self-starter and have good sense of urgency - Perform duties and responsibilities specific to department functions and activities. - Performs other duties and responsibilities as required or assigned by supervisor. - Adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.) - Adhering to Bank policies and procedures - Completing required training - Identifying and reporting potential suspicious activity to the BSA/AML Officer - Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9620
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Client Service Associate: - Oversee client interaction, participate in client meetings, manage communication through telephone and email, prepare presentations for clients, process transactions and provide product and marketing support. - Research and respond to inquiries for our high net worth clients; escalate issues as appropriate. - Act as the liaison between the investment professional and client and the Private Wealth Management middle office functions, such as client services, trading, portfolio management, billing and fee support, performance and trust. - Handle administrative tasks, assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system.  - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction-processing follow-up.
Job ID
2020-9629
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Registered Client Service Associate, you will be the first point of contact for clients or prospects,  providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Registered Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2020-9643
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential Responsible for reviewing new commercial loans, renewals and modifications to ensure key aspects of approval conform with the loan documents, the loan accounting system (ASFIII), and the covenant tracking system LoanVantage (LV). Issues requiring resolution—e.g., discrepancies, errors, and missing or defective documentation are entered into the Observation Tracking Log and the responsible parties notified. Covenants and due date ticklers are entered into or confirmed using the LoanVantage system.   Key requirements of the position include: a strong knowledge of loan documents; quickly developing proficiency with AFSIII, OnBase, and LoanVantage; excellent attention to detail; strong interpersonal skills; a desire to learn; plus the ability to effectively manage time and changing priorities.   What you’ll do as a Credit Administration Analyst -  Validations: - Validations - New commercial loans, renewals and modifications are reviewed timely, accurately and appropriately according to written procedures and guidelines to confirm key aspects of approval conform with the loan documents, AFS III, and LV. - Pursue clarifying or corrective action in a timely and effective manner while providing quality service to all parties. - Apprise management of substantive non-compliance issues and adverse trends. - Tickler Set Up - Review loan documents to accurately assess Tickler requirements and dates. - Set up Ticklers in adherence with applicable Bank standards and tracking system requirements. - Identify issues and pursue resolution in a timely and effective manner. - LoanVantage - Increase level of LV proficiency in all core job functions with existing functionality. - Readily develop proficiency with any new functionality. - Productivity - While placing quality of work as first priority and volume as second, complete assigned work according to expectations. - Validation Team Support and Development - Identify areas for increased efficiencies in processes and higher quality internal service, and make recommendations accordingly. - Assist with training new colleagues and cross-training existing ones. - Perform other duties and responsibilities as assigned by manager. - Assist with assigned projects and special requests.
Job ID
2020-9659
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a member of our Internal Audit team, the Senior Auditor – Finance/Operations will work closely with the Bank’s finance, accounting, compliance, wealth management, and other lines of business to ensure appropriate control design and test control effectiveness across organizational processes.    The Senior Auditor is responsible for assisting with the planning and execution of financial, operational, and regulatory compliance based audits as well as providing control consultation on risks and controls throughout the Bank and its subsidiaries.    What you’ll do as a Senior Auditor - Finance/Operations:   - Assist in the planning stages for key segments of audits by reviewing available information and data, assessing both risk and regulatory requirements, and designing audit programs. - Administer and execute financial and operational audits including, but not limited to, (a) audit team planning, (b) scheduling and leading meetings, (c) general administration such as coordinating with Audit Administrator for workspace, badges, and logistics, (d) performing audit fieldwork using appropriate auditing methodologies and data analysis, (e) effectively lead resources assigned to audit project, (f) monitoring inflow and review of audit requests and workpapers for quality and adherence to standards within the audit management tool (TeamMate), (g) setting-up and administering weekly audit status meetings, (h) assisting in report writing, (i) ensuring timely issuance of report, and (j) validating the remediation of audit findings. - Provide assistance to external auditors by responding to general audit questions, supporting their efforts to rely on Internal Audit work, assisting in the annual confirmation process, and as needed. - Develop draft audit reports by identifying and gathering support for potential issues, ensuring findings are appropriately documented, and recommending value-added solutions. - Ensure the overall quality, consistency, risk management and adherence to department and professional standards and identify opportunities for audit process improvement. - Establish and maintain strong relationships with business unit management. - Remain current and increase knowledge of regulatory requirements that impact the organization, as well as in the areas of internal control, accounting, business, company products and company information. - Support management initiatives and perform administrative responsibilities as needed. - Assist in special projects and non-finance and operations related audit projects as needed; perform other duties as assigned. - Perform duties & responsibilities specific to department functions & activities. - Perform other duties & responsibilities as required or assigned by supervisor. Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) who enters into a relationship with the Bank is known and verified.   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.
Job ID
2020-9660
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Construction Loan Specialist: - Must be able to  analyze / underwrite / cash flow mortgage loans. - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level. - Review set-up loan files for completeness and identify and missing documentation or potential problems. - Analyze each loan file, ensuring the 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. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance. - Prepare pre-qualification and/or commitment letters for loan officer review. - Cross trains other team members, when applicable. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor.
Job ID
2020-9679
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As an Alternative Investments Associate-Contingent, you are responsible for the reconciliation of equity and fixed income accounts. This responsibility includes but is not limited to resolving breaks and exceptions between FRIM’s account system Advent APX and the holdings reported by the various custodians, on a daily basis.  This reconciliation must be performed accurately to prevent possible risk related to trading and corporate actions.  The individual must be a team player, able to work under pressure and meet deadlines.   What you’ll do as a Alternative Investments Associate- Contingent: - Analysis and organization of corporate action announcement data received from data vendors, custodian banks, trustees, information agents, exchanges, and regulatory agencies Creation and follow-up of corporate action event notifications distributed internally across the firm (Portfolio Managers, Traders, Analysts, Operation groups) - Processing the direct AI capital calls and communicating the activity and status with the reassigned WM’s - Maintain system by accurately tracking pricing, security master and system quality control. - Respond to inquiries and requests from internal teams across the organization. - Preparation of weekly and monthly reports. - Ensure department is audit ready and assist in both internal and external audits pertaining to accounts maintained on APX system. - Performs other duties and responsibilities as required or assigned by department managers and/or senior associates.
Job ID
2020-9691
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
The Deposits Quality Assurance Specialist position is responsible for all first-level review of new accounts and account changes which involves reviewing documentation, all applicable Bank systems and KYC to ensure all accounts are in line with policy and Bank procedures.  Additional responsibilities include properly maintaining findings within the QA workflow application for assigned accounts. A proficient understanding of deposit documentation requirements, KYC and business structures are preferred for this position.   What you’ll be doing as a Deposits Quality Assurance Specialist: - Review new accounts as well as change requests as assigned by the Assistant Manager and update the respective account reviews with exceptions as applicable.  Properly communicate all outstanding issues with Bankers. - Review KYC for completeness and quality of content.  Identify and escalate any issues or hard stops to QA Management to ensure proper protocol is followed in a timely manner. - Review and clear pending exceptions in a timely manner.  Work with Assistant Manager, when necessary, to resolve any outstanding items. - Answer questions raised by Bankers regarding Deposit Procedures - Assist Senior QA Specialists with the analysis of any applicable requests for Management approval. - Familiarize and review all policy and procedure (P&Ps) updates on Bank policy, internal QA procedures, and BSA/AML KYC policies on Bank intranet as frequently as necessary in order to proactively identify opportunities to improve the quality of reviews. - Assist with research on various reports and projects as needed. - Perform duties & responsibilities specific to department functions & activities, and other duties & responsibilities as required or assigned by Management. - Cross-train with Bankers and Client Services staff to have a well-rounded understanding of the bank’s deposit products and related transactions to provide back-up assistance as needed, including having a clear grasp of BSA/AML/KYC policies and procedures. - Provide oversight to ensure compliance with BGB and regulatory requirements on (a) Deposit Documentation (New Accounts, Supersedes, and Miscellaneous) (b) Regulatory Documentation (KYC, disclosures, review) (c) Ensure documents imaged are uploaded with quality (d) Identify any rejects/issues with Imaging/FP and escalate to QA Supervisor (e) Other tasks related to account documentation as assigned to support the team. - Additional responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.  - 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. - The successful candidate will be someone who can demonstrate the ability to manage time efficiently, coordinate multiple priorities, successfully resolve complex matters, easily understand processes/workflows, identify risks, and effectively tailor their communication (written/verbal) to their audience in a clear and concise manner.  A bachelor's degree in addition to at least 2-4 years’ experience in banking or an equivalent industry is preferred. Complete knowledge of banking platforms used by the bank – OSI/Total Plus, Flightpath, OnBase, Ephesoft Scanning, Outlook, Adobe Acrobat, MS Office, etc.
Job ID
2020-9726
Category
Banking
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential Director, Facilities Accounting will serve as a partner to First Republic Bank’s Chief Accounting Officer, accounting team leadership and Bank’s management and will provide solid business council to the Facilities accounting team. The individual will have responsibility for various aspects of financial close and monthly and quarterly reporting as it relates to Facilities, including Leases and Fixed Assets (collectively, “Facilities”); maintaining the accounting structure, procedures and controls; and application of appropriate technical accounting and regulatory rules for the areas of responsibility. The individual must thrive in a deadline-oriented and fast-pace environment, enjoy coaching and developing others, and have a passion for continuous improvement.    What you’ll do as a Director, Facilities Accounting: - Provide oversight of Facilities accounting operations - Lead monthly and quarterly close processes for Facilities. - Ensure timeliness, accuracy and usefulness of reporting as it relates to Facilities; oversee the preparation and communication of monthly, quarterly and year-end internal financial reports for the areas of responsibility - Analyze and ensure compliance with ASC 842 Leases and ASU 2018-15 Cloud Computing Arrangements - Prepare various analyses and forecasts provided to the Accounting and executive leadership - Analyze complex contracts and ensure proper accounting treatment - Work closely with IS, Project Management, Procurement teams to analyze the accounting treatment and timely recording of the assets relating to the projects - Take a leadership role on the strategic roll-out of the procure-to-pay solution as it relates to Facilities - Lead process improvements, operational effectiveness and automation initiatives related to Facilities area - Participate and play a leading role in other Accounting department-wide automation and technology-based initiatives and system implementations - Support other special projects - Ensure maintenance of effective internal controls and appropriate accounting procedures for the areas of responsibility, including evaluation of processes and controls for compliance with SOX. - Key liaison with external and internal auditors, as well as regulators for their audits and examinations of the Facilities area. - Provide leadership, strategic direction and oversight to the Facilities accounting team - Lead, manage and develop a strong, performance-oriented team, capable of actively and effectively engaging and growing with the business.
Job ID
2020-9836
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
- Providing operational direction to the department in accordance with established systems and procedures. This includes ensuring the timely and accurate completion of departmental work and management reports, supervising, training, and evaluation of direct reports, coordinating the workflow within the department and resolving complex problems. This is accomplished through effective leadership, coaching, and supervision. - Responsible for planning, directing and organizing the activities of the team - Monitor workflow, ACD call and email queues. Ensure that operational SLAs are met consistently and core issues are identified when SLAs are not met. - Conducts regular audits of established accounts (files) to ensure compliance with bank standard and IRS rule - Responsible for updating the departmental procedures and keeping an in-depth knowledge of all bank products, policies, and procedures. Ensure written procedures are consistently reviewed and updated to reflect current process. - Writing and conducting employee performance evaluations and disciplinary actions, as well as preparing employee accountabilities, and performing skill observations. - Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
Job ID
2020-9841
Category
Deposit Services
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)
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)

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