Senior Technical Account Manager - Portfolios

London, United Kingdom; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading financial data firm seeks a Senior Technical Account Manager to strengthen relationships with fund houses and enhance portfolio holdings functionality. The role demands 5+ years of experience in financial services, excellent communication skills, and familiarity with the Funds Market. Candidates with advanced degrees or relevant certifications are encouraged to apply.

Qualifications

• 5+ years of work experience in the financial services industry.
• Experience with the Funds Market and solid grasp of its concepts.
• Strong understanding of the Buy Side.

Responsibilities

• Establish and manage relationships with major fund houses.
• Acquire, update & maintain high-quality holdings data.
• Work with data and core business groups to improve product functionality.

Skills

Organizational Skills

Written Communication

Presentation Skills

Critical Thinking

Education

Master's Degree

CFA Charter Holder

CAIA Certification

Tools

Python

SQL

Job description

Senior Technical Account Manager - Portfolios

Bloomberg runs on data. Our products are fueled by powerful information. We combine data and context to paint the whole picture for our clients, around the clock - from around the world. In Data, we are responsible for delivering this data, news and analytics through innovative technology - quickly and accurately. We apply problem-solving skills to identify innovative workflow efficiencies, and we implement technology solutions to enhance our systems, products and processes.
Our Team:
The Portfolios Account Management Team sits within the Managed Investments & Benchmark division of the Data Department. As a team, we are responsible for sourcing proprietary portfolio holdings information, normalizing it and making it available within the Bloomberg Terminal and Enterprise products.

We source this information through establishing and maintaining strong relationships with fund houses globally, and other content partners in the funds industry. Within the Portfolios Account Management Team, we help our clients make quicker and more informed decisions by empowering them with the right tools to analyze portfolios and provide them with visibility over the underlying investment of funds.
What's 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. Your focus will be on EMEA, where 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.
We'll trust you to:

• 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
• Create and lead on roundtables 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

You'll need to have:
*Please note we use years of experience as a guide but we certainly will consider applications from all candidates who are able to demonstrate the skills necessary for the role.

• 5+ years of work experience in the financial services industry, including exchanges, market data providers or financial institutions*
• Experience with the Funds Market 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

We'd love to see:

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

Does this sound like you?
Apply if you think we're a good match. We'll get in touch to let you know what the next steps are!

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