Senior Technical Account Manager - Portfolios - French

ZipRecruiter; City Of London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading financial services firm in London is seeking a Senior Technical Account Manager to enhance relationships with fund houses. This role focuses on managing portfolio holdings and collaborating with internal teams for product development. The ideal candidate will have over 5 years of relevant experience and be fluent in French and English, with strong analytical and organizational skills.

Qualifications

• 5+ years of work experience in the financial services industry.
• Experience with the Funds Market or strong grasp of its concepts.
• Ability to think critically in improving and developing products.

Responsibilities

• Manage relationships with major fund houses.
• Acquire and maintain high-quality holdings data.
• Collaborate with product and engineering teams for improvements.

Skills

5+ years in financial services

Understanding of Funds Market

Strong organization skills

Excellent communication in French and English

Education

Master’s degree or CFA/CAIA certification

Tools

Python

SQL

Job description

Overview

Senior Technical Account Manager - Portfolios - French

Location: London

Business Area: Data

Ref #: 10044809

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.

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
• 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

What 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 verbal and written communication skills in French and English

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!