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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Marketing Privacy Risk Director The Marketing Privacy Risk Director will be responsible for building the future state of the Marketing Privacy Risk Program and will have oversight of the privacy inventory management and maintenance system.  They will also be responsible for the management and training of delegates of the privacy system.   What you’ll do as a Marketing Privacy Risk Director: - Serve as Marketing SME / Liaison to the Privacy Office including attending all-hands meetings. - Manage and upkeep privacy inventory in compliance with regulatory mandates – currently GLBA, CPRA, and CCPA (others to be defined as additional state regulations come online). - Identify and mitigate privacy risk across marketing activities / operations. - Contribute to the development of workflows to support additional regulations. - Manage stakeholders who perform data fulfillment activities – keep delegate list up to date; provide training; provide support on questions / issues that arise during fulfillment. - Serve as Marketing Manager for privacy-related communications (response templates and other external communication).
Job ID
2022-16975
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As Preferred Banking Offices Assistant Manager, you’ll support sales and business development, enabling the office to always provide top-quality client service. You will have the opportunity to co-manage office operations, serving as acting manager when the Preferred Banking Offices Manager is absent.   What you’ll do as a Preferred Banking Offices Assistant Manager:   Office Operations - Support the Preferred Banking Offices Manager by overseeing the efficient operation of the office and ensuring that team members are performing all the operational functions correctly and completely. - Draw on all available resources to provide the best solution for each client and ultimately create a memorable client experience. - Keep a close eye on service quality levels and coach team members as needed to make sure the office maintains its focus on providing exceptional client service.  - Assist the Personal Bankers with policies, procedures, products, systems and banking transactions. - Regularly review the office’s operating procedures and practices in order to identify possible opportunities for improvement. - Audit office transactions according to the office’s policies and procedures. Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Take responsibility for checking account and deposit growth. - Introduce banking products and services to clients and explain how these new offerings can meet their needs. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your individual sales goals and the office’s sales goals. - Actively participate in office sales promotions.  Management - Assist the Preferred Banking Offices Manager in leading a team of sales and service professionals, supporting their efforts to meet and exceed the office’s sales and client satisfaction goals. - Organize the daily workflow of the office and work with the Personal Bankers to ensure high client service levels. - Support the Preferred Banking Offices Manager in fostering a team environment where all colleagues can perform to their full potential. - Assist the Preferred Banking Offices Manager in supervising and coaching your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Support the Preferred Banking Offices Manager in hiring, training, supervising and evaluating office employees, and provide input on bonus payments and other compensation issues.
Job ID
2022-16974
City
Livermore
State
CA
Position Type
Regular Employee (REG)
What you'll do as a Data Engineer: - Build software and data engineering expertise and own data quality for our processes - Drive technical excellence and implementation of software engineering best practices - Design and deliver large scale, highly available and mission-critical data pipelines and features using modern cloud and big data architectures - Develop and deliver batch, stream, and big data solutions using technologies such as Kafka, EMR, Kinesis, Storm, Spark, Hadoop, Redshift, Snowflake, Airflow etc. - Oversee end-to-end agile design, scoping, implementation, and testing of solution
Job ID
2022-16973
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Eagle Intelligence Product Engineering team is looking for a passionate and talented creative who thrives on taking initiative and creating work that breaks through the clutter. 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 dedicated toadding business value by delivering high-quality technical solutions and offering exceptional support to ourbusiness partners. The ideal candidate will have experience applying critical reasoning to complex problems, comfort in dealing with ambiguity, and a keen eye for details. We believe in small, accountable and autonomous teams of amazing people, eager to learn, teach and constantly improve our way of working. As the Product Designer, you will partner closely with product team, engineering team, and other designersto deliver best-in-class products. You will be responsible for understanding business requirements (including any technical limitations) by conducting user research, interviews and surveys, and translating them into user flows, user journey maps, and prototypes. The Product Designer will also be expected to design the overall functionality of the product, and in order to ensure a great user experience, iterate upon it in accordance with user-testing and user-feedback.   The ultimate objective of all of our work is to promote the Bank’s fundamental mission in empowering the bankers to provide extraordinary services to their clients by recognizing and focusing on their unique needs. The ability to think critically and consider how our output is utilized by the users will be key to ensuring its adoption and effectiveness. You’ll be producing and interacting with a lot of artifacts communicated to bankers and executives on a regular basis, as well as collecting feedback and providing governance once they are in production. The ability to stay focused on different tasks and deploy your time, talents and energy effectively and efficiently will be paramount to the success of this undertaking.   What you’ll do as a Product Designer: - Work with Product Owners, Stakeholders and other team members as appropriate - Produce design artifacts such as annotated design, interaction specifications and guidelines  - Understand and apply the branding standards - Create conceptual diagrams, process flows, use cases, personas, user journeys and storyboards - Sketch user scenarios and user interfaces to help conceptualize user experiences - Participate in project kick-offs and collaborate with Product Managers to ensure projects are on track  - Participate on multi-disciplinary teams to solve design challenges - Assist the Director of Product Design and Front-End Engineers in building and nurturing theDesign System
Job ID
2022-16965
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you.  The Senior Recruiter will serve as a strategic recruiting consultant to support Deposit Services, Client Care and Bank Operations. You will have full ownership of search execution including talent sourcing, interviewing and selection to delivery of top talent to First Republic.   What you’ll do as a SeniorRecruiter: - Develop and maintain strong working relationships with internal client groups, stakeholders, candidates, and external agency partners while serving as a spokesperson and advocate for First Republic Bank. - Actively participate in search meetings and discussions with hiring managers. - Provide market insights and recommendations. - Work closely and cross-functionally with hiring managers to: assess recruiting needs, understand job requirements, and develop job descriptions for each position; and tailor/refine recruitment process as-needed. - Partner and collaborate with our HR Business Partners/Compensation team on succession planning and identifying talent gaps to build a solid external pipeline. - Market Research and Mapping. Surface candidates and develop networks of people and processes to support a strong pipeline of qualified candidates. - Conduct initial screen with networking prospects, referrals, applications, and passive candidates. Build pipelines of qualified, high-caliber candidates using creative and effective sourcing strategies. - Deliver white glove service to our hiring managers and candidates by engaging, contacting, and managing their experience and expectations throughout the recruitment process. - Contribute to projects on an ad hoc basis. 
Job ID
2022-16964
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Eagle Intelligence focuses on using insights and technology to help our salesforce stay close to their clients as the Bank scales up in size. This is accomplished via multiple initiatives, from working directly with the bankers, to building and maintaining applications through which they can better understand their books of business, to creating intelligence that helps them focus on specific clients’ needs and follow up with targeted actions.   As a senior member of the Product Engineering Team you’ll help shape and promote this effort by spearheading three types of activities: development of mobile and desktop applications; deliver targeted recommendations for client outreach and present opportunities for extraordinary client service both internal and external; communication with users to facilitate adoption.   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, comfortable in dealing with lots of moving pieces, and a keen eye towards detail. We believe in small, accountable and autonomous teams of amazing people, eager to learn, teach and constantly improve our way of working. As a Front End Engineer, you will partner closely with product, design and other engineers to deliver best in class products.   The ultimate objective of all of our work is to promote the Bank’s fundamental mission in helping the bankers help their clients by recognizing and focusing on their unique needs. Ability to think critically and consider how our output is utilized by the users will be key to ensuring its adoption and effectiveness. You’ll be producing and interacting with a lot of artefacts communicated to bankers and executives on a regular basis, as well as collecting feedback and providing governance once they are in production. Ability to stay focused on different tasks and deploy your time, talents and energy effectively and efficiently will be paramount to the success of this undertaking.   What you’ll do as a Front End Engineer: - Develop sophisticated client-side applications for the web and mobile web - Collaborate with UI/UX designers, other engineers, analysts and product managers to launch new products, maintain existing products, and build a great user experience - Work in Agile development environment and interact with multiple stakeholders to deliver the quality product in a timely manner - Write highly tested, reusable code and UI libraries to help drive efficiency - Participate in design and code reviews
Job ID
2022-16963
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Client Service intern The primary function of the Client Service intern is to provide a wide range of sales, service, administrative and relationship management support to assigned investment professionals. - Help manage strong relationships with high-net-worth clients and prospective clients - Act as the liaison between investment professional/client and the PWM middle office operations - Perform investment and market analysis - Prepare compelling and informative materials for both client and internal meetings and attend meetings In addition to supporting your team, all PWM interns will also - Partake in a group intern project where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world.
Job ID
2022-16954
Category
Intern
City
Palm Beach
State
FL
Position Type
Temporary Employee (TMP)
What you’ll do as a Client Service intern The primary function of the Client Service intern is to provide a wide range of sales, service, administrative and relationship management support to assigned investment professionals. - Help manage strong relationships with high-net-worth clients and prospective clients - Act as the liaison between investment professional/client and the PWM middle office operations - Perform investment and market analysis - Prepare compelling and informative materials for both client and internal meetings and attend meetings In addition to supporting your team, all PWM interns will also - Partake in a group intern project where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world.
Job ID
2022-16952
Category
Intern
City
Boston
State
MA
Position Type
Temporary Employee (TMP)
What you’ll do as a Client Service intern The primary function of the Client Service intern is to provide a wide range of sales, service, administrative and relationship management support to assigned investment professionals. - Help manage strong relationships with high-net-worth clients and prospective clients - Act as the liaison between investment professional/client and the PWM middle office operations - Perform investment and market analysis - Prepare compelling and informative materials for both client and internal meetings and attend meetings In addition to supporting your team, all PWM interns will also - Partake in a group intern project where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world.
Job ID
2022-16949
Category
Intern
City
Los Angeles
State
CA
Position Type
Temporary Employee (TMP)
Executive Assistant to the Chief Financial Officer (CFO) Reporting to the CFO and working closely with the Bank’s executives and teams across the company, this position will be exposed to many different functions at the Bank. The Executive Assistant must be comfortable jumping into this position with a positive attitude, high energy, discretion, poise, excellent judgment and flexibility.  An eager candidate will absorb constant learning from extremely successful and accomplished executives and EA’s throughout First Republic Bank.   Day-to-day responsibilities include managing logistics and event details for general administrative work and handling various projects that involve business activities. This position provides opportunities to liaise with C-level executives, board members, employees, investors and the potential to contribute to many varying strategic initiatives with exposure to all facets of the business. What you’ll do as an Executive Assistant: - Support the CFO in the successful planning and execution of projects - Manage incoming calls, and internal and external correspondence - Have excellent intuition and judgment as you are an extension of the executive - Provide administrative support to CFO including management of calendar, communications, distribution lists, travel arrangements and expense reports - Support Accounting, Finance and Management Analytics departments as needed - Plan and execute department offsites and events - Serve as liaison to C-level executives, employees, company advisors and consultants - Coordinate with Board Relations, external investors and support as needed - Perform duties and responsibilities specific to department functions and activities - Perform other duties and responsibilities as required or assigned by supervisor - Navigate organizational infrastructure to solve or resolve problems - Provides input and suggestion for process improvements - Stays in touch with all facets of the company and proactively identifies potential issues to the executive before they escalate - Assist and provide support as assigned and needed
Job ID
2022-16944
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a 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 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
2022-16941
Category
Customer Service/Support
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Preferred Banking Offices Manager, you’ll contribute to the success through outstanding sales, business development, customer service, office operations and management. You will focus closely on customer relations and promote First Republic’s sales and service culture by coaching, guiding and mentoring your colleagues. You will achieve your individual and office sales goals by pursuing new business, seeking referrals and strengthening existing client relationships.   What you’ll do as a Preferred Banking Offices Manager:   Office Operations - Take profit-and-loss responsibility for the office. - Audit input and maintenance of all office transactions according to the office’s policies and procedures. - Check the office balances daily. - Ensure compliance with all the Bank’s policies and procedures. - Participate in weekly Asset/Liability meetings. - Review the office’s operating procedures and practices in order to identify potential improvements. - Work with Marketing to advertise and implement the Bank’s products. - Work with Risk Management, Facilities and Deposit Operations to ensure the safety and security of the office premises, property and assets (including cash on hand, ATMs, alarms, etc.) and implement loss-prevention measures. - Work with Facilities and Human Resources to ensure a safe and healthy work environment for all team members (e.g., equip the office with first aid items, ergonomic support, Workers’ Compensation and Employee Assistance Program referrals, etc.). - Manage ATM and kiosk ATM installation and implementation as needed. - Travel as necessary to participate in meetings, training sessions, client events, etc.   Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Establish Total Banking Relationships (for both business and personal banking) by encouraging clients to use the Bank as a one-stop shop for direct deposit, internet banking, overdraft protection, multiple deposit products, and investment and trust services. - Deliver a strong individual sales performance, including conducting outside sales efforts. - Draw on all available resources to provide solutions that are tailored to clients’ individual needs and that will exceed client expectations. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your own individual sales goals and the office’s sales goals. - Work with your team members to increase the office’s productivity, grow deposits, boost customer retention and encourage new referrals. - Actively participate in and develop office sales promotions. Management - Lead a team of sales and service professionals, inspiring them to meet and exceed the office’s sales and client satisfaction goals. - Foster a team environment in which all colleagues can perform to their full potential. - Supervise and coach your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Lead by example, modeling the teamwork, cooperation and respect that First Republic expects from all its people. - Take the lead in hiring, training, supervising and evaluating office employees, and provide recommendations on bonus payments and other compensation issues.
Job ID
2022-16940
Category
Banking
City
Mountain View
State
CA
Position Type
Regular Employee (REG)
The Senior Systems Architect is responsible for working cross-functionally to ensure the successful delivery of solutions architecture for First Republic Bank.  The Architect will work under the direction of the Director, Enterprise Architecture to define and develop the systems architecture aspects of projects.  This will include a high degree of interaction with business, operations units and information security to understand the functional and non-functional needs of the users of the system as well as the various technology teams, both within and outside of FRB, which are responsible for integration points with the solutions.   What you’ll do as a Senior Systems Architect: - Serve as primary technical expert to internal groups, business and Information Services, for the First Republic Bank architecture aspects of each project. - Analyze Business requirements to understand the business needs and to determine how the system can best be architected to fulfill those needs. - Collaborates with solution architects to provide enterprise solutions that align with the needs of clients and businesses. - Perform hands-on solution design of software applications. - Create and maintain reference architectures, target architectures and roadmap to meet the business needs to provide extraordinary customer service. - Define technology strategy, process improvements, and resource forecasting. - Provide technical mentorship to engineering staff regarding industry best practices as it relates to software engineering. - Strong business orientation with broad experience with banking processes, technology and change initiatives. - Promote and enhance shared services related to each business group by working with other Information Service team members. - Strong sense of prioritization and execution against critical deliverables, coupled with a sense of personal ownership and attention to detail for key projects / issue resolution. - Understands business processes, appropriate application of technology in supporting those processes, and the common technical complexity / considerations when evaluating new products or process options. - Pragmatic with an ability to generate trust and build alliances across business and functional lines. - Consistently demonstrates and follows high standards of integrity in business decision-making.
Job ID
2022-16938
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The primary function of the Eagle Alts intern is to provide a wide range of strategic and administrative support to their assigned senior management professional.    What you’ll do as an Eagle Alts Intern: - Organize data for our database of private funds - Design new charts and reports based on statistics and trends from past versus present business for management. - Advance and track progress of business development initiatives - Prepare clear and informative presentations for management meetings. In some cases, you may be asked to prepare potential solutions to real business challenges or opportunities. - Be the liaison between assigned manager and internal partners - Partner with business leaders to gain in-depth understanding of current business environment, including strengths, weaknesses, opportunities and threats and desired future state. In addition to supporting your team, PWM interns will also - Partake in a group project with fellow interns where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world.
Job ID
2022-16937
City
New York
State
NY
Position Type
Temporary Employee (TMP)
The primary function of the Business Process & Intelligent Automation intern is to provide a wide range of strategic and administrative support to their assigned senior management professional.    What you’ll do as a Business Process & Intelligent Automation intern: - Understand and document business processes/flows where there are issues/inefficiencies - Identify opportunities where processes can be improved through new tools or technologies - Identify opportunities for implementation of Artificial Intelligence or Machine Learning to solve business problems - Perform detailed data analysis as applicable for problem solving - Help support the development of assigned manager’s direct reports - Prepare clear and informative presentations for management meetings. In some cases, you may be asked to prepare potential solutions to real business challenges or opportunities. - Be the liaison between assigned manager and internal partners - Partner with business leaders to gain in-depth understanding of current business environment, including strengths, weaknesses, opportunities and threats and desired future state. In addition to supporting your team, PWM interns will also - Partake in a group project with fellow interns where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world.
Job ID
2022-16935
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
The Business Management intern will work as a member of the First Republic Private Wealth Management (“PWM”) Administration Team, assisting in the reporting of financial results, analysis for business strategy initiatives, and the oversight of incentive compensation programs.    What you’ll do as a Business Management Intern: - Utilize Excel and Tableau to analyze business results and identify trends. - Assist with tracking and results reporting for incentive compensation programs. - Perform a review of competitive landscape and present the results to business leaders. - Assist in communication to PWM Executive Management on progress toward business strategy goals. - Research and drive resolution of questions and issues. - Perform data compilation/analysis projects that enable the team to improve existing processes. - Prepare presentations and collateral materials for Executive Management meetings including potential solutions to business challenges or opportunities. - Be the liaison between assigned manager and internal partners. - Develop expertise in services offered by First Republic Bank and PWM, and expertise in the financial planning and analysis, accounting, billing and compensation processes for the PWM business. In addition to supporting your team, PWM interns will also - Partake in a group project with fellow interns where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world.
Job ID
2022-16934
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
The primary function of the PWM Banking intern is to provide a wide range of strategic and administrative support to their assigned senior management professional and the broader team. The PWM Banking team is focused on integrating clients across the franchise. This team manages programs and supports initiatives that encourage PWM clients to begin or expand banking relationships with FRB.    What you’ll do as a Private Wealth Management Banking Intern: - Query and analyze data. Recognize and investigate data inconsistencies, provide explanation and potential solutions to maintain data integrity. - Create and disseminate reporting to increase visibility and trust between Private Wealth Management and Bankers to encourage cross-selling and more effective targeting of clients. - Assist with marketing and ad-hoc projects for team members and Senior Executives. - Advance and track progress of business development initiatives - Prepare clear and informative presentations for management meetings. In some cases, you may be asked to prepare potential solutions to real business challenges or opportunities. - Partner with business leaders to gain in-depth understanding of current business environment, including strengths, weaknesses, opportunities and threats and desired future state. In addition to supporting your team, PWM interns will also - Partake in a group project with fellow interns where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world. - Receive a dedicated mentor for the summer. Your mentor will be a valuable resource for answering any questions and providing career guidance throughout your time at First Republic.  
Job ID
2022-16933
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
As a Private Wealth Management intern, you will gain hands-on experience at a high-growth company that values its people. You’ll earn a competitive starting wage while absorbing a culture that emphasizes collaboration, entrepreneurial thinking and quick decision-making. Start doing the best work of your life here.    What you’ll do as an Intern, Financial Planning Platform: - Advance and track progress of business development initiatives - Help support the development of assigned manager’s direct reports - Perform detailed data analysis - Prepare clear and informative presentations for management meetings. In some cases, you may be asked to prepare potential solutions to real business challenges or opportunities. - Be the liaison between assigned manager and internal partners - Partner with business leaders to gain in-depth understanding of current business environment, including strengths, weaknesses, opportunities and threats and desired future state. - Review financial plans in eMoney financial planning software. - Research technical planning topics and assist with the review of white papers. - Assist with special projects and initiatives of the Financial Planning Business. - Assist in the preparation of marketing materials. - Attend a variety of internal project and strategic meetings with the Head of Financial Planning. In addition to supporting your team, PWM interns will also - Partake in a group project with fellow interns where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world. - Receive a dedicated mentor for the summer. Your mentor will be a valuable resource for answering any questions and providing career guidance throughout your time at First Republic.
Job ID
2022-16932
City
New York
State
NY
Position Type
Temporary Employee (TMP)
The primary function of the Foreign Exchange Summer intern is to provide a wide range of strategic and administrative support to the FX Salespeople and Associates on their assigned FX desk.    What you’ll do as a Foreign Exchange Summer intern: - Engage with the sales team in their daily interactions with FX customers and the areas of the FX group that support the business, including trading, operations, investigations, and documentation. - Build an understanding of how the FX team partners with Relationship Managers, Business Bankers and Preferred Bankers in servicing the banks clients and promoting the overall FX business. - Explore how the FX group uses market data to quote live rates and provide FX risk management solutions to customers. Become comfortable navigating a Bloomberg terminal and its core FX functionality. - Examine the regulatory, risk and compliance requirements of running an FX business.   - Advance and track progress of business development initiatives. - Perform detailed data analysis. Basic familiarity with Excel is required. - Prepare clear and informative presentations for management meetings. In some cases, you may be asked to prepare potential solutions to real business challenges or opportunities. - Partner with business leaders to gain in-depth understanding of current business environment, including strengths, weaknesses, opportunities and threats and desired future state. In addition to supporting your team, PWM interns will also - Partake in a group project with fellow interns where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world.  
Job ID
2022-16931
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
 What you’ll do as a Self-Directed Brokerage intern: The primary function of the First Republic Trust Company intern is to provide a wide range of strategic and administrative support to their assigned senior management professional. This individual will assist the team’s Trust Officers and Trust Associates in a wide variety of functions and projects associated with the administration of all types of accounts (i.e. Trust, Agency and Custody) including: - Preparing reports for annual account reviews for both fiduciary and non-fiduciary accounts - Assisting with new account opening and account closing processes - Supporting the development of assigned manager’s direct reports - Assisting with file organization and development of tracking system for Successor Trustee Appointments - Preparing clear and informative presentations for management meetings. In some cases, you may be asked to prepare potential solutions to real business challenges or opportunities. - Assisting with client specific analysis and projects as they arise - Partnering with business leaders to gain in-depth understanding of current business environment, including strengths, weaknesses, opportunities and threats and desired future state. - Assisting with organization of resource/reference electronic filing systems In addition to supporting your team, PWM interns will also - Partake in a group project with fellow interns where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world. - Be supported to study and take the Securities Industry Essentials (SIE) exam if pursued. - Receive a dedicated mentor for the summer. Your mentor will be a valuable resource for answering any questions and providing career guidance throughout your time at First Republic.
Job ID
2022-16930
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)

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