Senior Technical Account Manager - Portfolios
Bloomberg•Princeton, FL
•$90,000 - $125,000
About The Position
Bloomberg’s Portfolios Account Management Team is seeking a Technical Account Manager to build relationships with fund houses and source proprietary portfolio holdings data. The role manages a list of accounts spanning fund types such as mutual funds and ETPs, and engages with fund houses, regulators, and other parties to improve visibility into portfolio holdings. The position collaborates with Sales, Product, News, and Engineering to develop holdings-based Terminal functionality, assess product quality, and support Bloomberg as a platform for data dissemination.
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 the 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 support disclosure of proprietary portfolio holdings.
- Acquire, update, and maintain high-quality holdings data.
- Work with Data, Product, Sales, News, and Engineering teams to improve the holdings product and portfolio functionality across the Terminal.
- Develop innovative ideas and project proposals related to Portfolio Holdings functionality.
- Participate in roundtable discussions and seminars on funds and portfolio holdings analytics to engage with accounts in their 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
