Vice President, Senior Data Analyst - SMA Solutions
Core
Ensuring the integrity, accuracy, and operational reliability of client and account data across Salesforce and Entity Master platforms to support account onboarding, servicing, and client workflows.
Role type
Senior Data Analyst (Data Operations & Quality)
Builds
Automated reconciliation capabilities and data quality controls for SMA Solutions
Domain
Financial Services / Wealth Management / Asset Management
Deliverable
dashboards & analysis
Required skills
SQL, SOQL, Excel, Data Analysis, Root Cause Analysis, Data Governance, Relational Data Models, Master Data Concepts, Stakeholder Management
Preferred skills
Financial Services Industry Experience, Client/Account Hierarchy Knowledge, Automated Reconciliation Design, Data Quality Controls
Technologies
Salesforce, Entity Master, Snowflake, Power BI, Python
Responsibilities
Perform manual reconciliation of data discrepancies between CRM and Master Data Management; Resolve data breaks impacting operational workflows; Investigate recurring data issues (record merges, duplicates, missing MDM records); Conduct root cause analysis and recommend scalable solutions; Develop reporting to quantify issue volume and trends; Partner cross-functionally to drive resolution of data issues.
Seniority
Senior, hands-on IC