Senior Technical Account Manager - Portfolios

Bloomberg•New York, NY

11d•$90,000 - $125,000

About The Position

Bloomberg’s Portfolios Account Management Team is seeking a Technical Account Manager to manage a portfolio of fund-house accounts across fund types, including mutual funds and ETPs. The team sources proprietary portfolio holdings, normalizes the information, and makes it available through Bloomberg Terminal and Enterprise products. The role focuses on building and maintaining relationships with fund houses and other parties to obtain portfolio holdings and improve visibility into fund investments. The position works with fund houses, regulators, and other stakeholders, as well as Bloomberg’s Sales, Product, News, and Engineering teams. The Technical Account Manager contributes to development and improvement of holdings-based functionality, assesses product quality, and helps make Bloomberg a preferred platform for data dissemination. The role also involves industry engagement through discussions, seminars, and events. The position is based in New York. The listed annual salary range is $90,000–$125,000, with benefits and bonus. Actual compensation may vary based on factors including geographic location, experience, market conditions, education, training, and skill level.

Requirements

At least 2 years of experience working in the financial industry or directly with clients.
Experience with the exchanges market or market data industry, and/or a solid grasp of its concepts.
Strong understanding of the buy-side.
Ability to think critically about improving and developing products.
Strong organizational skills and ability to balance multiple projects simultaneously.
Excellent written communication and presentation skills.

Nice To Haves

Master’s degree or a certification such as CFA charter holder or CAIA.
Knowledge of Python.
Experience using business intelligence to identify gaps, trends, or opportunities for product enhancements.

Responsibilities

Establish and manage relationships with major fund houses to facilitate disclosure of their proprietary portfolio holdings.
Acquire, update, and maintain high-quality holdings data.
Work with Data and core business groups, including Product, Sales, News, and Engineering, to develop and improve the holdings product and portfolio functionality across the Terminal.
Develop innovative ideas and project proposals for Portfolio Holdings functionality.
Participate in roundtable discussions and seminars about funds and portfolio holdings analytics, engaging with accounts in their respective markets.
Participate in projects that advance departmental initiatives and goals.
Attend industry events and conferences related to funds and holdings.