Job description

About this role Team Overview 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. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this role The Senior SMA Data Analyst is responsible for ensuring the integrity, accuracy, and operational reliability of client and account data across Salesforce and Entity Master platforms supporting SMA Solutions. This role sits at the intersection of business operations and technology, requiring a combination of hands-on data analysis, technical proficiency, and strong business judgment. The data analyst will play a critical role in resolving daily data discrepancies that impact account onboarding, servicing, and client workflows, while contributing to long-term data quality and automation initiatives. The need for this role is driven by a continuous volume of data reconciliation issues that require dedicated ownership to maintain day-to-day business continuity. The successful candidate will combine strong analytical and technical skills with business context to support account onboarding, client servicing, operational workflows, and strategic data quality initiatives across SMA Solutions. Key Responsibilities Perform manual reconciliation of data discrepancies between CRM and Master Data Management across various client defining objects Resolve data breaks that impact operational workflows, including onboarding blockers and sync failures Support the development of automated reconciliation capabilities as part of the broader data quality roadmap Investigate recurring data issues, including: o Record merges originating from Data Operations Team o Duplicate records and conflicting attributes across systems o Missing or incomplete MDM records o 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 Salesforce Engineering, Data Engineering, or Data Operations teams for resolution Utilize SQL, SOQL , and Excel to query, analyze, and remediate data across Salesforce and MDM datasets Perform validation and reconciliation across multiple data sources, including Snowflake where applicable Develop a strong understanding of business processes, including: o Account onboarding and servicing workflows o Client hierarchy and relationship models o Operationally significant records and dependencies 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 Required Qualifications 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 Preferred Qualifications 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 For San Francisco, CA and Sausalito, CA Only the salary range for this position is USD$147,500.00 - USD$195,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. Guidance on AI use for candidates At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self. About BlackRock 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. To learn more about BlackRock, please visit Careers.BlackRock.com . We also encourage you to get to know us on LinkedIn , Instagram , YouTube , X , and TikTok . 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. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement . BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance blackrock.com . All requests are treated in line with our privacy policy . 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. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.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.

Requirements

Must-haves

Team Overview
The Senior SMA Data Analyst is responsible for ensuring the integrity, accuracy, and operational reliability of client and account data across Salesforce and Entity Master platforms supporting SMA Solutions.
The need for this role is driven by a continuous volume of data reconciliation issues that require dedicated ownership to maintain day-to-day business continuity.
Perform manual reconciliation of data discrepancies between CRM and Master Data Management across various client defining objects
Resolve data breaks that impact operational workflows, including onboarding blockers and sync failures
Support the development of automated reconciliation capabilities as part of the broader data quality roadmap
o Record merges originating from Data Operations Team
o Duplicate records and conflicting attributes across systems
o Missing or incomplete MDM records
o 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 Salesforce Engineering, Data Engineering, or Data Operations teams for resolution
Utilize SQL, SOQL , and Excel to query, analyze, and remediate data across Salesforce and MDM datasets
Perform validation and reconciliation across multiple data sources, including Snowflake where applicable
Develop a strong understanding of business processes, including:
o Account onboarding and servicing workflows
o Client hierarchy and relationship models
o Operationally significant records and dependencies

Nice-to-haves

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

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

sqlpythonai

Platform: workday
Effort: long