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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Search Results Page 7 of 15

Intern, Collateral Valuations/Commercial Appraisal The intern will assist the commercial appraisal review core with review production, special projects. The commercial review team specializes in the understanding of complex commercial real estate appraisal issues and executing solutions for our clients. In addition, as our department was recently formed, there are a myriad of opportunities to participate in innovative solutions in process, procedure, and special projects.   What you’ll do as an Intern, Collateral Valuations: - Walk along on property inspections with certified appraisers in your market area. - Read through completed appraisal reports and learn how to extract the data needed to complete an appraisal review. - Perform Market study research for targeted markets. - Prepare reliable market study reports for internal clientele. - Participate in the inputting of data into the First Republic Bank internal database. - Assist review appraiser with research and administrative support.
Job ID
2020-9743
Category
Intern
City
Los Angeles
State
CA
Position Type
Temporary Employee (TMP)
Intern, Collateral Valuations/Commercial Appraisal The intern will assist the commercial appraisal review core with review production, special projects. The commercial review team specializes in the understanding of complex commercial real estate appraisal issues and executing solutions for our clients. In addition, as our department was recently formed, there are a myriad of opportunities to participate in innovative solutions in process, procedure, and special projects.   What you’ll do as an Intern, Collateral Valuations: - Walk along on property inspections with certified appraisers in your market area. - Read through completed appraisal reports and learn how to extract the data needed to complete an appraisal review. - Perform Market study research for targeted markets. - Prepare reliable market study reports for internal clientele. - Participate in the inputting of data into the First Republic Bank internal database. - Assist review appraiser with research and administrative support.
Job ID
2020-9742
Category
Intern
City
New York
State
NY
Position Type
Temporary Employee (TMP)
  As an Information Security Specialist assigned to the IT Governance, Compliance & Oversight Management Team, you be responsible for running the necessary systems and application access and entitlements reports for Department Heads and/or their delegates for their review and approval.   What you’ll do as an Information Security Specialist: - Collaborate with all departments of First Republic, to advocate for, educate, and ensure the departments perform the required User Access Reviews according to Policy.  - Provide recommendations based on findings from User Access reviews.  - Work where possible to improve User Access Reviews either programmatically or through process changes. - Work with senior management and auditors to ensure that reviews of user access are performed according to policy, in efforts to make certain only relevant people have access to corporate systems and applications.
Job ID
2020-9737
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
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
2020-9735
Category
Banking
City
Boca Raton
State
FL
Position Type
Temporary Employee (TMP)
The Quality Control Specialist position is responsible for all second-level review of existing 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 QCM's Databases and Logs for assigned accounts; answering questions raised by Preferred Bankers regarding Deposit Procedures; administrative duties such imaging documents; pull and review reports and manage research queries for Managers. Lastly, a Specialist should have an advanced understanding of both Deposits documentation requirements and business entity setups in addition to basic knowledge of more complex account/entity structures.   What you'll be doing as a PBCS QC Specialist: - Review existing accounts as well as change requests as assigned by QC Assistant Manager and update the QC database with exceptions as applicable. Properly communicate outstanding KYC issues with Preferred Bankers. - Review KYC for completeness and quality of content. Escalate any issues or hard stops to QC Management to ensure proper protocol is followed in a timely manner. - Familiarize and review all policy and procedure (P&Ps) updates on Bank policy, 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 Preferred 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 - Deposit Documentation (Account change requests, KYC requests from BSA/ AML) - Regulatory Documentation (KYC, disclosures, review) - Ensure documents imaged are uploaded with quality - Identify any rejects/issues with Imaging/FP and escalate to QC Supervisor - 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.
Job ID
2020-9734
Category
Banking
City
Los Angeles
State
CA
Position Type
Temporary Employee (TMP)
What you'll do as a Talent Acquisition Administrative Assistant:    Coordination Support - Heavy scheduling of in person interviews and phone screens. You will be working directly with candidates, the recruiting team, and hiring managers, and in some cases you will be arranging travel for visiting candidates - Manage the interview loop and ensure interviews are kept on schedule - Book conference rooms and arrange technology set-ups for on-site interviews - Confirm Interviewer and Interviewee Attendance of all scheduled interviews - Coordinate scheduling of post-interview debrief meetings and provide debrief materials if requested - Updating candidate records and job postings within our internal applicant tracking tool. - In coordination with the recruiters, you will provide follow-up correspondence to candidates on recruiting status via phone and email - Tracking recruiting activities and providing candidate status in a weekly report - Identifying opportunities for improving candidate experience and scheduling efficiency - Assist in the coordination of other recruiting activities as needed - Maintain recruiting materials such as new hire offer packets and assist in the creation and generation of recruiting reports Administrative Support - Support the VP, Head of Talent Acquisition and Talent Acquisition Leadership team with calendar management, meeting preparation and various projects as assigned - First point of contact for team questions regarding administrative concerns including scheduling and room booking - Support the planning and execution of team events and meetings, including; ordering food, and meeting setting up and taking down the room. - Workspace coordination (manage our team’s floor space, as well as any moves or logistical arrangements). - Onboarding and off-boarding orchestration including but not limited to coordination with vendors and recruiters, scheduling of interviews, onboarding logistics, first day support, and off-boarding tasks. - Perform general administrative duties (photocopying, scanning, mailing, clean/clear work environment). - Able to set up video and conference room technology to support meeting logistics. - Provide input and suggestions for process improvements. - Attend meetings to collect notes, provide action items and/or collect feedback - Assist with project based work, as needed.
Job ID
2020-9729
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Loan Closing Manager, Residential Lending: - Manage closing functions to ensure loan documentation and funding are handled accurately, efficiently and within Department service level agreements. - Monitor workflow for funders/closers and manage the pipeline for all fundings/closings. - Assist with doc prep file QC and provide results as feedback to closers. - Deliver funding/closing report to finance and other departments to ensure that all funds are available at the required time. - Act as a mentor and subject matter trainer to staff; encourage associate development and advancement. - Assess current workflow and processes in order to create and implement strategies designed to maximize efficiency and accuracy of the loan closing/funding group. - Ensure consistent and effective methods of communication are in place to ensure the seamless operation of the group. - Provide training, conduct performance reviews and complete any other supervisory activities. - Perform duties and responsibilities specific to department functions and activities or as 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
2020-9728
City
New York
State
NY
Position Type
Regular Employee (REG)
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
Boston
State
MA
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
2020-9725
City
Boston
State
MA
Position Type
Regular Employee (REG)
What you'll do as an Appraisal Specialist: - Choose the appropriate appraiser for an assignment - Get bids from appraisers - Order appraisals - Provide appraisers and Loan Teams with updates on the assignments - Clear all issues with appraisers and Loan Teams - Process the receipt of appraisals and invoices - Communicate deficiencies of appraisals to the Loan Teams and Appraisers - Set up and update appraiser accounts - Manage database of appraisers - Perform duties and responsibilities specific to department functions and activities and as assigned by the department heads - 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
2020-9714
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Contingent-ACH Specialist is responsible for providing support to the ACH Operations Team with primary focus on ACH Origination, ACH Processing, and Totalmatic .   These responsibilities include but not limited to ACH Block, ACH Filter and ACH Positive Pay set up, ACH Origination profile set up, facilitate ACH Annual Review documentation, ACH dispute processing, research request, and more.       What you’ll do as a Contingent-ACH Specialist: - Process high volume of ACH Processing requests within required deadline - Assist management with month end reporting - Provide excellent Customer Service Support to Internal and External Clients - Must have excellent phone etiquette - 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
2020-9713
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Senior Network Architect will report to Sr. Management within the Information Services organization.  The accountabilities for the role include but are not limited to the following: - Network Infrastructure Design and Architecture - Develop and execute strategy to steer solutions to the use of standardized design patterns across Application, Platform and Infrastructure. The incumbent will require an in-depth understanding of their business needs while identifying and leveraging synergies across the various areas. - Software Defined Infrastructure Development and Engineering Alignment  - Experience with Infrastructure as Code (IaC) with primary focus on Network Infrastructure Automation - Public Cloud Infrastructure Consulting and Adoption Support Work with partners and team members within Technology to provide professional consultation services on technology best practices, standards and policies/guidelines. - Coordinate and lead peer groups to deliver solutions focusing on LAN/WAN environments, meet SLA’s, Interface with IT, finance, audit, business unit management and other areas of FRB to ensure integrated processes, efficient introduction of new technologies, retirement of obsolete technologies and support for business-led initiatives requiring the capabilities of this infrastructure. - Strong experience in architecture leadership that brings together and integrates solutions across multiple vendors  (e.g. Cisco Systems, Palo Alto, F5)  - Network infrastructure (e.g. Wired, Wireless, Unified Communications, Security and automation) - Network architecture for resiliency inclusive of SDN/NFV, SDDC, custom workflows, automation, Infrastructure-as-a-Service (IaaS) capabilities. - Network architecture management and Orchestration integration - Network Fabric integrated into surrounding technologies (e.g., CMDB, Instrumentation) - Design new hardware architectures for network services - Design new network architectures for connectivity to Public Cloud venues (e.g. AWS, Azure, GCP) - Network Security Infrastructure architecture for scale out & integration to public cloud  - Ensure that all areas in the organization that provision, deploy and support the Network based technology designs have the documentation they require to effectively execute their roles for project delivery. - Work with vendor platform providers and engineering peers to keep abreast of trends, products, frameworks, and applications. - Work with other teams to implement best practices from Cisco, PaloAlto, F5 designs i.e. high availability clustering, upgrades, migrations and performance optimized strategies. - Maintain knowledge and understanding of external development, market conditions and their impact. - Act as thought leader, innovator and agent of change to influence and drive Information Services strategy and proactively share knowledge with team members to further extend team capability and service excellence,
Job ID
2020-9710
Category
Information Services
City
New York
State
NY
Position Type
Regular Employee (REG)
Duties and Responsibilities: - Provide extraordinary service via phone and email to First Republic clients and internal partners - Manage multiple client implementations projects involving document completion and review, building client profiles, coordinating across different functions within the bank, and initial client training. - Use information from forms and bank systems to create/modify client profiles - Communicate clearly and professionally with all levels of bank and client personnel - Work under minimal supervision and work well under pressure - Must be able to work a flexible schedule - PC knowledge of various Window applications; internet savvy - Excellent Organizational skills  and attention to detail are required
Job ID
2020-9703
City
Los Angeles
State
CA
Position Type
Contingent Worker (CON)
Corporate Services is responsible for the set-up, maintenance and ongoing support to both Corporate and Small Business Clients utilizing Treasury products and services.  This role resides in Corporate Services and interacts with both internal and external Clients on more complex products and solutions requiring significant coordination and communication, and project management skills.  Providing exceptional Client support to both internal and external Clients is fundamental to both the company values, but is also key to the success of First Republic Bank.    Duties and Responsibilities: - Provide extraordinary service via phone and email to First Republic clients and internal partners - Manage multiple client implementations projects involving document completion and review, building client profiles, coordinating across different functions within the bank, and initial client training. - Use information from forms and bank systems to create/modify client profiles - Communicate clearly and professionally with all levels of bank and client personnel - Work under minimal supervision and work well under pressure - Must be able to work a flexible schedule - PC knowledge of various Window applications; internet savvy - Excellent Organizational skills  and attention to detail are required
Job ID
2020-9702
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Duties and Responsibilities: - Update clients/individual users to Microsoft supported OS and browser - Convert clients/individual users to new Remote Deposit Capture (RDC) platform - Assisting with clients/individual users with operating system and security software issues - Installing .net and security policy software on various operating systems and scanner drivers - Ability to walk client/users through updated Microsoft OS changes - Ability to train client/users on new RDC platform - Point of contact for assigned client portfolio for the Microsoft supported OS and browser update and RDC platform conversion migration - Must see each client migration through to completion and ensure that client is successfully migrated - Provide management with reporting on migration status
Job ID
2020-9699
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Duties and Responsibilities: - Update clients/individual users to Microsoft supported OS and browser - Convert clients/individual users to new Remote Deposit Capture (RDC) platform - Assisting with clients/individual users with operating system and security software issues - Installing .net and security policy software on various operating systems and scanner drivers - Ability to walk client/users through updated Microsoft OS changes - Ability to train client/users on new RDC platform - Point of contact for assigned client portfolio for the Microsoft supported OS and browser update and RDC platform conversion migration - Must see each client migration through to completion and ensure that client is successfully migrated - Provide management with reporting on migration status
Job ID
2020-9698
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
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)
What you’ll do as a (contingent) Messaging Engineer: - Administration, Engineering and support of Microsoft Office 365 Messaging SaaS Environment (Exchange Online, Microsoft Intune, Teams and other O365 SaaS Collaboration products), including high availability and DR processes - Administration of O365 Exchange Online mail security, spam/malware filtering and encryption features. - Administration of O365 Exchange Online mail routing and message tracking incidents/requests. - Provide Level 2 and Level 3 engineering support with troubleshooting Microsoft O365 Exchange, Teams and Intune client side issues. - Assist with developing scripts to automate Microsoft O365 Messaging centric workflows and operational reports. - Be part of on-call duty roster and resolve escalations related to messaging and collaboration service incidents.
Job ID
2020-9689
Category
Information Services
City
New York
State
NY
Position Type
Contingent Worker (CON)
The primary function of the Client Service Associate is to provide 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 team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will do as a Client Service Associate:   - 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, 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. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to the Operations team).  - Assist with the completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - Perform duties and responsibilities specific to department functions/activities or as assigned by the supervisor. - 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
2020-9684
City
Bellevue
State
WA
Position Type
Regular Employee (REG)
As a senior member of the Data Science Team, you’ll help shape and promote this effort by spearheading three types of activities: development of predictive models and customized reports that provide bankers with target list of clients most in need of a reach-out; implementation of a system for measuring the efficacy of these actions; communication with users to facilitate adoption and promote understanding of the results.    What you'll be doing as a Senior Data Scientist: - Interest in the business of banking - In this role, you are a banker before you are a data scientist. Success in uncovering relevant and effective insights and in communicating them to stakeholders in a way that makes them useful will be strongly contingent on your ability to appreciate and assimilate the bankers’ perspective. Prior experience in the field is commensurate with ability to learn. - Curiosity and thoughtfulness - 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. As a data scientist, you’ll endeavor to illuminate these needs through in-depth study of the clients’ business with the Bank and interactions with the bankers. Ability to think critically and consider how our output is utilized by the users will be key to ensuring its adoption and effectiveness. -   Organization - You’ll he 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.  - Grit (enough said) - Strong statistical acumen - You’ll be on the front lines of processing raw data into actionable insights. Your success in this mission will depend both on your intuition and your solid understanding of relevant statistical tools and techniques, in order to make inferences and predictions borne out by the data - Dexterity with data - Much of our data is not big, but it is messy and the engineering pipelines are often built concurrently with analysis. Your data wrangling chops will be put to the test on daily basis.  You could be a great fit if you are knowledgeable of the programs below: - Languages / Technologies (working knowledge of some of the below would be helpful in this role) - SQL Server/MongoDB/Denodo - Python (SciPy stack, Statsmodels, PySpark, Tensorflow) - R (Tidyverse, Caret, dynlm/ardl, RMarkdown/Knitr, Shiny) - Docker, RedHat OpenShift - Spark - Snowflake
Job ID
2020-9683
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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