Senior Technical Account Manager - Portfolios
About The Position
Bloomberg’s Portfolios Account Management Team is seeking a Technical Account Manager to build and maintain relationships with fund houses and source their portfolio holdings. The role manages a list of accounts covering fund types from mutual funds to ETPs, and engages with fund houses, regulators, and other parties to improve visibility into portfolio holdings. The position works with Sales, Product, News, and Engineering to support the development of holdings-based Terminal functionality, assess product quality, and advance Bloomberg as a platform for data dissemination. The broader team sources proprietary portfolio holdings information, normalizes it, and makes it available through Bloomberg Terminal and Enterprise products.
Requirements
- At least 2 years of experience working in the financial industry or directly with clients.
- Experience with the exchanges market, the 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 a CFA charter 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 support 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 to engage with accounts in their respective markets.
- Participate in projects that advance departmental initiatives and goals.
- Attend industry events and conferences focused on funds and holdings.
Benefits
- Merit increases
- Incentive compensation for exempt roles
- Paid holidays
- Paid time off
- Medical benefits
- Dental benefits
- Vision benefits
- Short- and long-term disability benefits
- 401(k) with company match
- Life insurance
- Wellness programs
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
