QA Analyst - Private Wealth Management Portal

Location: San Francisco, ca

This position reports to the Project Manager and supports the development and implementation of Wealth Management’s technology road map with respect to the PWM (Private Wealth Management) Client Portal implementation project. This role has a key responsibility within First Republic to ensure that our client and advisor experience within Wealth Management maintains the highest standards of the Bank. 
The QA Analyst works with subject matter experts from the vendors and the project team to build and execute test plans for PWM Portal. They will also work with the project team to ensure that test plans are in alignment with project requirements and will provide documentary evidence of successful testing in accordance with Project Governance standards.  
In addition, the QA Analyst will assist the team in rolling out the PWM platform to the business. This will entail a deep understanding of online delivery of functionality to and how to build/replicate/improve required/desired functionality for the client to drive adoption and future development of the platform.
  • Collaborate with project team, Product Manager, business and technology partners to jointly identify data needs required to deliver the next generation of wealth management technology solutions.
  • Ensure QA testings aligned with business requirements to meet the delivered business functionality of the solution and highlight any differences and potential changes/solutions as a result of testing or gaps in testing
  • Work closely with project team to track issues
  • Actively engage with the project team to help determine the approach for adoption and rollout and then lead the adoption and roll out for specific portfolio managers onto the new platform.
  • Communicate results and insights with project teams and stakeholders (e.g., through live presentations and ongoing analysis/reports).
  • Perform duties & responsibilities specific to department functions & activities.
  • Performs other duties & responsibilities as required or assigned by supervisor.
Experience :
  • BA in Mathematics, Finance, Computer Science, or Engineering required
  • 3-6 years of relevant work experience with background in digital channels delivery.
  • 3-6 years of relevant experience in business analysis and/or data management
  • Excellent attention to detail
  • Knowledge of private wealth management– with ability to interpret requirements into QA test scripts
  • Ability to showcase working with client facing, digital technologies
  • Strong quantitative and analytical skills - ability to quickly analyze issues to identify key insights and apply them to the business 
  • Clear, high-level understanding of complex data models
  • Focus on development/ improvement of process to support continuous evolution of a more competitive and profitable Bank
  • Excellent communication skills, including ability to present effectively to both business and technical audiences at all levels of the organization
  • Strong orientation to clients, including demonstrated ability to understand needs and apply this knowledge to drive data enhancements
  • Strong understanding of traditional and alternative asset class investment data, including but not limited to equity, fixed income, private equity, real estate, derivatives, mutual funds, ETFs, global assets, foreign exchange, etc.
  • Private Banking/Wealth Management experience required
  • Digital Technology experience required
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