Senior Technical Account Manager - Portfolios

About the role

Bloomberg's Portfolios Account Management Team is looking for a Technical Account Manager to join its growing team. As part of the team, you will be responsible for building strong relationships with fund houses, engaging with them regularly, and sourcing their portfolio holdings. You will be responsible for a list of accounts, covering all fund types from Mutual Funds to ETPs. You will engage with fund houses, regulators, and various other parties to ensure high visibility over their portfolio holdings. You will also work closely with our Sales, Product, and Engineering departments to support the development of new/enhanced holdings-based terminal functionality, assess the different quality dimensions of the product, and make Bloomberg the platform of choice for data dissemination.

Responsibilities

• Establish and manage relationships with major fund houses to work closely with them in disclosing their proprietary portfolio holdings
• Acquire, update & maintain high-quality holdings data
• Work with other data and core business groups, such as Product, Sales, News and Engineering to help develop and improve the holdings product and portfolios functionality across the Terminal
• Come up with innovative ideas and project proposals on Portfolio Holdings functionality
• Participate in roundtable discussions and seminars around the themes of funds and portfolio holdings analytics to engage with your accounts in their respective markets
• Participate actively in new projects that drive departmental initiatives and goals
• Attend industry events and conferences around funds and holdings

Requirements

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

Qualifications

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

Pay

Salary Range = 90,000 - 125,000 USD Annual + Benefits + Bonus

Benefits

• Merit increases
• Incentive compensation (exempt roles only)
• Paid holidays
• Paid time off
• Medical, dental, vision
• Short and long term disability benefits
• 401(k) + match
• Life insurance
• Various wellness programs