Technical Account Manager - ETFS and Mutual Funds São Paulo, BRA Posted today

Bloomberg; São Paulo; On-site; BRL 180,000 - 240,000; Full time

Job summary

Bloomberg in São Paulo is seeking a Technical Account Manager for ETFs and Mutual Funds. You will manage top accounts, build partnerships, and develop expertise to ensure high-quality data delivery for funds, pricing, dividends, and regulatory data.

You will work to improve coverage, timeliness, and accuracy while educating partners on best data practices and onboarding new datasets. Fluency in English and Portuguese is required and familiarity with Excel, SQL, and Python is a plus.

Qualifications

• Bachelor's degree or higher in a relevant data/financial field or equivalent experience.
• 2+ years of relevant experience.
• Excellent written and verbal communication skills.
• Fluency in English and Portuguese (Spanish a plus).
• Proven experience in relationship management.
• Effective project management and prioritization.
• Ability to diagnose issues and implement long-term solutions.

Responsibilities

• Manage our highest priority accounts with critical content partners.
• Provide outstanding support to content partners to earn their trust.
• Learn from partner interactions to anticipate needs.
• Develop and maintain relationships to enable data pipelines and onboarding of new data sets.
• Implement data rights and entitlements and understand downstream impacts.
• Prioritize and manage projects with multiple partners for efficiency and ROI.
• Collaborate with internal teams to address partners' themes and challenges.
• Own opportunities to improve data products and acquire new content or enhance customer experience.
• Proactively run campaigns to maintain data quality and partner engagement.
• Balance technical and product knowledge to implement partner solutions.
• Write detailed, accurate specifications and requirements.

Skills

Relationship management

Project management

English language

Portuguese language

Communication skills

Data technology knowledge

Education

Bachelor's degree or higher in data/finance

Master's or CFA/CAIA (nice to have)

Tools

Excel

SQL

Python

Job description

Technical Account Manager - ETFS and Mutual Funds

Location

Sao Paulo

Business Area

Data

Ref #

10054728

Description & Requirements

Bloomberg runs on data and the Data department is responsible for acquiring and supplying data, news and analytics to our clients for their financial data needs. We collect, analyze, process and publish the data which is the backbone of our iconic Bloomberg Terminal; the facts and figures which ultimately move the financial markets. We apply problem-solving skills to identify innovative workflow efficiencies, and we implement technology solutions to enhance our systems, products and processes, all whilst providing platinum customer support to our clients

What’s the role?

Technical Account Managers deliver exceptional service and support to our content partners and customers to ensure Bloomberg is the platform of choice for the distribution of their content. As part of the team, you will be responsible for ensuring delivery of quality data for the Mutual Funds and ETP product. We are focused on finding opportunities to improve our coverage, completeness, timeliness, and accuracy for the facets of funds’ data. Our Technical Account Management team is responsible for the maintenance and caliber of the facets of the funds dataset including pricing and dividends, reference data, corporate actions, documents, and regulatory data. As a Technical Account Manager, your responsibility will be to develop subject matter expertise in your market, build and strengthen Bloomberg’s relationships with fund houses, custodians, administrators, exchanges, and third party content partners to set up sustainable data pipelines, educate them to use best data dissemination practices, stay on top of the latest industry trends, and having a complete profile for all the funds available on Bloomberg.

We’ll trust you to:

• Manage our highest priority accounts with critical content partners
• Provide outstanding support to our content partners so that they trust us with their valuable content
• Learn from content partner interaction to be able to anticipate content partner needs
• Establish, maintain and improve relationships with Content Partners to develop and implement technologies/workflows and facilitate efficient onboarding of new data sets
• Play a key role in implementing our data rights and entitlements while understanding downstream impacts
• Prioritize and manage projects with multiple partners to improve efficiency and return on investment
• Partner with internal Content Relationship Managers to understand themes/challenges partners are raising during their relationship with Bloomberg and work to build long term solutions
• Take ownership of any opportunities to improve our data products, acquire new content or enhance the customer experience
• Proactively manage campaigns to stay engaged with content partners and maintain the quality and reliability of contributed content. Support colleagues with campaigns to ensure a high standard is reached across the team
• Balance the best of technical and product knowledge to implement solutions for content partners
• Write detailed, accurate and complete specifications/requirements

You’ll need to have:

• A bachelor's degree or higher in relevant data technology or financial field, or equivalent professional work experience
• Minimum of 2 years of relevant experience (external and internal experience)*
• Excellent written and verbal communication skills
• Have Fluency in English and Portuguese (Spanish is a plus)
• Proven experience of relationship management
• Effective project management skills and ability to prioritize tasks accordingly
• Ability to isolate issues and resolve problems logically while identifying long term solutions to limit such issues arising again
• Ability to adapt within a fast-paced and dynamic environment, and desire to work on multidisciplinary teams
• Drive for continuous improvement to further develop our products

We’d love to see:

• Master's degree or certification such as a CFA charter holder or CAIA
• Experience in customer service or client relationship management
• Experience working with international business groups and clients
• Knowledge in information technology and statistical analysis or computer programming for example Excel, SQL, and/or Python

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