Portfolio and Risk Analytics Solutions (Port) Account Manager - Bloomberg Financial Solutions N[...]

Bloomberg L.P.; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Join a leading financial technology company as an Account Manager, driving product usage and developing client relationships across top institutional buyside firms. In this role, you will leverage your expertise in portfolio management to enhance client satisfaction through advanced analytics solutions and ensure firms utilize Bloomberg’s products effectively. Applicants should have a strong customer service background, excellent communication skills, and an understanding of the financial services landscape.

Benefits

Philanthropic initiatives participation

Flexible working conditions

Meritocratic environment

Qualifications

• Proven track record of outstanding customer service, ideally servicing Financial Institutions.
• Ability to develop and maintain strong client relationships.
• Excellent communication and presentation skills.

Responsibilities

• Drive usage and adoption of Portfolio Enterprise products.
• Build relationships with front, middle, and back office.
• Conduct training sessions on new product releases.

Skills

Communication

Client relationship management

Customer service

Job description

Bloomberg is a global leader in business and financialinformation, news and insight. We use innovative technology to deliver trusteddata and bring transparency to the financial markets. Our customers around theglobe rely on us for the information and tools they need to make criticalinvestment decisions and remain connected across all sides of the financialcommunity. To ensure the best experience for our 20,000+ employees across 176offices globally, we provide the spaces and systems that allow our teams towork together with agility, productivity and collaboration, no matter wherethey are.

The Bloomberg Financial Solutions department of 5,000employees is at the forefront of ensuring success for our customers andemployees alike. Our team comprises several key pillars: sales, service,operations, culture and brand. As a department, we are united by a common goal:We create meaningful relationships with clients by understanding their needsand delivering exceptional end-to-end support from sales and implementation,through their ongoing relationship with Bloomberg.

Our Team

PORT Enterprise Sales team members sell state-of-the-artenterprise level Portfolio and Risk Analytics Solutions to the world's topinstitutional buyside firms. PORT Enterprise is a comprehensive solution forfinancial professionals to achieve their objectives using state-of-the-artadvanced portfolio modules to assess performance and risk. Through enhancedcentral administration, a cutting-edge report builder and sophisticated batchengine, PORT Enterprise delivers consistent insight, enabling our clients tocreate and execute differentiating investment strategies!

What's the role?

As an Account Manager, you will be responsible for drivingusage and adoption across firms using PORT Enterprise products and identifyingupsell opportunities within accounts to expand the use of Bloomberg solutions.You will work closely with implementations, support, and operations to ensurefirms are using the enterprise solution as intended and supported at the levelthe buyside community expects from a strategic investment technology partner.You will build strong relationships across your coverage, including seniorlevel relationships, and use these relationships to identify opportunities toexpand the firm's use of buyside enterprise services. You'll need todemonstrate credibility with a proven competency and knowledge of the buy-sidecommunity and have a deep understanding of fundamental portfolio managementconcepts such as performance attribution, multi-factor risk models, andportfolio optimization.

We will trust you to:

-Increase client usage and adoption of our PortfolioEnterprise Solution through client specific strategies to raise awareness ofadvanced models and enterprise workflows

-Build relationships with the front, middle, and backoffice, including senior level relationships with decision makers

-Partner with new business on opportunities to generaterevenue through the upsell of PORT Enterprise across new teams and functions

-Collaborate with Core and Enterprise sales to identifycross-selling opportunities for additional products

-Take a lead role in conducting internal and externaltraining sessions on new product releases, and provide feedback to productteams

-Travel extensively to meet with clients

You'll need to have:

-A competent grasp of the buy-side workflow structure

-Proven track record of outstanding customer service,ideally servicing Financial Institutions

-Ability to develop and maintain strong client relationships

-Excellent communication and presentation skills

-Aptitude to excel in a fast paced, rapidly growingenvironment

-Availability for regular travel

We’d love to see:

-Team player attitude and collaborative style acrossmultiple product lines and sales teams

-Proven record of accomplishment running complex salesengagements

What’s It Like To Work Here?

We work hard. We are ambitious and set ourselves toughbusiness goals. We are a meritocracy where everyone has a voice - not a jobtitle. Working with people you trust, respect, and can collaborate with is moreimportant than titles or position. Things move fast, and we want people whowill enjoy working in this environment and feed off the energy. But it isn’tall about work. Giving back is one of our core values, and there are many waysto get involved in philanthropic initiatives from helping local school kidswith their reading to helping clean up local parks and waterways.

What is Bloomberg? -https://www.bloomberg.com/company/stories/what-is-bloomberg/

View our Benefits:https://www.bloomberg.com/company/careers/working-here/employee-benefits/united-states/?tactic-page=588601

Does this sound like you?

Apply if you think we're a good match. We'll get in touch tolet you know that the next steps are, but in the meantime feel free to have alook at: https://www.bloomberg.com/company/what-we-do/

Bloomberg is an equal opportunity employer and we valuediversity at our company. We do not discriminate on the basis of age, ancestry,color, gender identity or expression, genetic predisposition or carrier status,marital status, national or ethnic origin, race, religion or belief, sex,sexual orientation, sexual and other reproductive health decisions, parental orcaring status, physical or mental disability, pregnancy or maternity/parentalleave, protected veteran status, status as a victim of domestic violence, orany other classification protected by applicable law.

Bloomberg provides reasonable adjustment/accommodation toqualified individuals with disabilities. Please tell us if you require areasonable adjustment/accommodation to apply for a job or to perform your job.Examples of reasonable adjustment/accommodation include but are not limited tomaking a change to the application process or work procedures, providingdocuments in an alternate format, using a sign language interpreter, or usingspecialized equipment. If you would prefer to discuss this confidentially,please email [e-mail] (Americas), [e-mail](Europe, the Middle East and Africa), or [e-mail](Asia-Pacific), based on the region you are submitting an applicationfor.

Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.

Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email [e-mail]