Senior Technical Account Manager - Portfolios - Spanish Speaker

Bloomberg; Greater London; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

Bloomberg’s Portfolios Account Management Team seeks a Technical Account Manager to build client relationships with fund houses across EMEA, sourcing portfolio holdings and ensuring high-quality data delivery.

You will engage with regulators, Sales, Product and Engineering to enhance holdings-related terminal functionality and promote Bloomberg as the data platform of choice. Strong communication, data mindset, and client management skills are essential.

Qualifications

• Bachelor’s degree or higher in a relevant data technology or financial field, or equivalent experience.
• Minimum 5+ years of experience in financial services or client-facing roles.
• Strong understanding of the Funds Market and Buy Side.
• Excellent written communication and presentation skills.

Responsibilities

• Establish and manage relationships with major fund houses and disclose proprietary portfolio holdings.
• Acquire, update and maintain high-quality holdings data.
• Collaborate with Product, Sales, News and Engineering to enhance the holdings product.
• Propose innovative ideas and projects for Portfolio Holdings functionality.
• Organize roundtables/seminars on Funds and Portfolio Holdings Analytics for key accounts.
• Participate in new projects supporting departmental goals.
• Attend industry events and conferences on Funds and Holdings.

Skills

Relationship building

Communication

Problem solving

Critical thinking

Education

Bachelor’s degree or higher in data/finance

Tools

Python

Job description

Location

London

Business Area

Data

Ref #

10054860

Description & Requirements

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:

• A bachelor's degree or higher in relevant data technology or financial field, or equivalent professional work experience
• Minimum of 5+ years of experience* working in the financial industry or working directly with clients
• Strong understanding of the Funds Market and the Buy Side
• Proficiency in Spanish
• Excellent written communication and presentation skills
• Ability to build strong relationships
• Ability to think critically in improving and developing products
• Strong organization skills with ability to balance multiple projects simultaneously
• A curiosity about data management and the asset management industry

*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.

We’d love to see:

• Experience with the Funds Market
• Proficiency in additional languages (German, French)
• Understanding of fund investment strategies and an understanding of different fund types
• Chartered Financial Analyst (CFA) designation or working towards it
• Good knowledge of Python or a desire to learn

Does this sound like you?

If indicated, please note that years of experience are a guide; we will consider applications from all candidates who can demonstrate the skills necessary for the role.

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