Vice President, Senior Data Analyst – SMA Solutions

BlackRock

. Ensure the integrity, accuracy, and operational reliability of client and account data across Salesforce and Entity Master platforms .

Posted 9/23/2026full-timeSausalito • California • United StatesSenior💰 $147,500 - $195,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong proficiency in SQL, SOQL, and Excel for data analysis and reconciliation, with a solid understanding of data governance and quality processes. Capable of bridging business and technical teams to resolve data issues and streamline workflows effectively.

Highest-signal resume keywords

SQL ProficiencySalesforce ExperienceData Governance UnderstandingRoot Cause AnalysisData Quality Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SQLSOQLData AnalysisData ReconciliationRoot Cause AnalysisData Quality ControlsRelational Data ModelsMaster Data ConceptsAutomated Reconciliation ProcessesData Validation

Soft Skills

Analytical SkillsProblem-SolvingCommunicationStakeholder Management

Tools & Technologies

SalesforceExcelSnowflakePower BIPython

Industry Keywords

Financial ServicesWealth ManagementAsset ManagementBankingBrokerage

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Ensure the integrity, accuracy, and operational reliability of client and account data across Salesforce and Entity Master platforms
Perform manual reconciliation of data discrepancies between CRM and Master Data Management
Resolve data breaks impacting onboarding blockers, operational workflows, and sync failures
Support development of automated reconciliation capabilities
Investigate record merges, duplicate records, conflicting attributes, missing MDM records, and contact conflicts
Conduct root cause analysis and recommend scalable systemic solutions
Track and monitor reconciliation issues and patterns
Develop reporting on issue volume, trends, and business impact
Escalate systemic issues to Salesforce Engineering, Data Engineering, or Data Operations
Query, analyze, and remediate data using SQL, SOQL, and Excel
Perform validation and reconciliation across multiple data sources, including Snowflake
Apply business context to reconciliation decisions and prioritization
Document reconciliation processes, issue types, and resolution steps
Build process guides, playbooks, and onboarding materials
Identify opportunities to streamline workflows and reduce manual effort
Partner across business, data operations, and IT Engineering teams
Bridge business users and technical teams to resolve data issues

Requirements

What you’ll need

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

Benefits

Comp & perks

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)
Hybrid work model with flexibility to work from home 1 day a week