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About the Role

The Senior SMA Data Analyst ensures the integrity, accuracy, and operational reliability of client and account data across Salesforce and Entity Master platforms supporting SMA Solutions. This role resolves daily data discrepancies impacting account onboarding and servicing, and contributes to long-term data quality and automation initiatives.

Responsibilities

Perform manual reconciliation of data discrepancies between CRM and Master Data Management across various client defining objects
Resolve data breaks impacting operational workflows, including onboarding blockers and sync failures
Support the development of automated reconciliation capabilities
Investigate recurring data issues, including record merges, duplicate records, conflicting attributes, missing or incomplete MDM records, and operationally significant contact conflicts
Conduct root cause analysis and recommend scalable, systemic solutions
Track and monitor ongoing data reconciliation issues and patterns
Develop reporting to quantify issue volume, trends, and business impact
Escalate high-frequency or systemic issues to relevant engineering and operations teams
Utilize SQL, SOQL, and Excel to query, analyze, and remediate data
Perform validation and reconciliation across multiple data sources, including Snowflake
Develop a strong understanding of business processes, including account onboarding, servicing, client hierarchy, and operationally significant records
Apply business context to inform reconciliation decisions and prioritization
Maintain clear documentation of reconciliation processes, issue types, and resolution steps
Build process guides, playbooks, and onboarding materials
Identify opportunities to streamline workflows and reduce manual effort
Partner cross-functionally across business, data operations, and IT Engineering teams
Act as a bridge between business users and technical teams to drive resolution of data issues

Requirements

Bachelor's degree or equivalent experience in Data Analytics, Information Systems, Computer Science, Finance, or a related field
Strong proficiency in SQL, SOQL, Excel, and data analysis techniques
Experience working with Salesforce or similar CRM and enterprise data platforms
Familiarity with Snowflake, Power BI, Python, or similar analytical and reporting tools
Strong understanding of data governance, data quality, and reconciliation processes
Deep familiarity with relational data models, master data concepts, and complex entity relationships
Ability to investigate data issues, perform root cause analysis, and implement scalable solutions
Strong analytical, problem-solving, communication, and stakeholder management skills
Experience within the financial services, wealth management, asset management, banking, or brokerage industry
Understanding of advisor, client, account, and corporate hierarchy structures, including intermediary and end-investor relationships
Experience supporting client data, master data, data quality, or reference data management functions
Experience designing or validating automated reconciliation processes and data quality controls

Skills

SQL
SOQL
Excel
Data Analysis
Salesforce
CRM
Enterprise Data Platforms
Snowflake
Power BI
Python
Data Governance
Data Quality
Reconciliation Processes
Relational Data Models
Master Data Concepts
Entity Relationships
Root Cause Analysis
Problem-Solving
Communication
Stakeholder Management

Location

San Francisco, CA
Sausalito, CA

Work Type

Hybrid

Experience Level

Senior

Education Level

Bachelor's degree or equivalent experience

Salary/Compensations

USD$147,500.00 - USD$195,000.00

Benefits

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)

About the Company

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset.
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being.
Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses.
Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees.
It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

Equal Opportunity

BlackRock is proud to be an equal opportunity workplace.
We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities.
We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.